SBI Bluechip Fund (Equity, Large Cap)

Moderately High
14 yrs 2 monthsStarted on:14 Feb 2006
₹ 22043.89 Cras on: 03 Apr 2020
Long Term Horizon
1.77%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR4.89

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.6
ICICI Bank Ltd.7.03
Nestle India Ltd.4.54
Larsen & Toubro Ltd.4.07
Axis Bank Ltd.3.83
Kotak Mahindra Bank Ltd.3.76
Housing Development Finance Corpn. Ltd.3.76
ITC Ltd.3.74
State Bank of India3.55
Reliance Industries Ltd.3.48

Top Sectoral Holdings

Sector Name% Assets
Financial41.53
Construction11.1
FMCG8.93
Energy8.48
Automobile6.91
Technology5.19
Healthcare5.17
Engineering3.36
Cons Durable1.6
Communication1.5

Indicators

LabelValue
Portfolio turnover ratio24
Standard Deviation18.56%
Beta0.97%

Sohini Andani

Ms. Andani is a B.Com (H) and C.A.
Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Other Funds Managed by Sohini Andani