SBI Bluechip Fund (Equity, Large Cap)

Moderately High
13 yrs 12 monthsStarted on:14 Feb 2006
₹ 23641.35 Cras on: 20 Jan 2020
Long Term Horizon
1.87%
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)
YTD0.67
1 Month0.11
3 Month3.80
1 YR13.24
2 YR2.95
3 YR10.97

SIP Returns

TenureReturns (CAGR)
1 YR13.11
2 YR8.25
3 YR7.46
5 YR8.84
10 YR12.89

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.67
ICICI Bank Ltd.7.33
ITC Ltd.4.19
Larsen & Toubro Ltd.4.15
Nestle India Ltd.3.97
Housing Development Finance Corpn. Ltd.3.89
Axis Bank Ltd.3.86
Reliance Industries Ltd.3.69
Kotak Mahindra Bank Ltd.3.64
State Bank of India3.37

Top Sectoral Holdings

Sector Name% Assets
Financial42
Construction10.63
Energy9.54
FMCG8.89
Automobile7.79
Technology5.18
Healthcare3.98
Engineering3.69
Cons Durable1.34
Chemicals1.14

Indicators

LabelValue
Portfolio turnover ratio28
Standard Deviation12.16%
Beta0.93%
Sharpe Ratio0.5

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