SBI Bluechip Fund (Equity, Large Cap)

Moderately High
13 yrs 7 monthsStarted on:14 Feb 2006
₹ 21584.91 Cras on: 23 Aug 2019
Long Term Horizon
2.00%
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)
2 YR1.24
3 YR5.31

SIP Returns

TenureReturns (CAGR)
3 YR1.45
5 YR5.43
10 YR11.37

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.93
ICICI Bank Ltd.5.91
Larsen & Toubro Ltd.5.18
ITC Ltd.5.13
State Bank of India4.14
Infosys Ltd.4.12
Housing Development Finance Corpn. Ltd.3.75
Kotak Mahindra Bank Ltd.3.6
Nestle India Ltd.3.43
HCL Technologies Ltd.2.96

Top Sectoral Holdings

Sector Name% Assets
Financial41.73
Construction10.58
FMCG9.11
Energy7.71
Technology6.96
Automobile6.27
Healthcare4.55
Engineering4.36
Chemicals0.93
Metals0.91

Indicators

LabelValue
Portfolio turnover ratio85
Standard Deviation12.47%
Beta0.93%
Sharpe Ratio0.08

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