SBI Bluechip Fund (Equity, Large Cap)

Moderately High
13 yrs 10 monthsStarted on:14 Feb 2006
₹ 23585.35 Cras on: 14 Nov 2019
Long Term Horizon
1.68%
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)
YTD10.33
1 Month4.49
3 Month9.17
1 YR12.92
2 YR4.94
3 YR10.18

SIP Returns

TenureReturns (CAGR)
1 YR13.47
2 YR7.17
3 YR7.56
5 YR8.77
10 YR12.89

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.37
ICICI Bank Ltd.6.7
Larsen & Toubro Ltd.5.04
ITC Ltd.4.56
Nestle India Ltd.4.02
Axis Bank Ltd.3.78
Housing Development Finance Corpn. Ltd.3.45
Kotak Mahindra Bank Ltd.3.41
Reliance Industries Ltd.3.32
State Bank of India3.16

Top Sectoral Holdings

Sector Name% Assets
Financial43.16
Construction10.46
FMCG9.67
Energy9.44
Automobile7.1
Technology5.15
Engineering3.89
Healthcare3.65
Chemicals1.21
Metals0.92

Indicators

LabelValue
Portfolio turnover ratio82
Standard Deviation12.91%
Beta0.95%
Sharpe Ratio0.24

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