SBI Blue Chip Fund-Regular Plan Growth
Fund House: SBI Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-02-2006 |
| Asset Class: Equity |
| Benchmark: BSE 100 |
| TER: 1.49% As on (30-08-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 51,649.16 Cr As on 30-08-2024(Source:AMFI) |
| Turn over: 21% | Exit Load: Exit load of 1% if redeemed within 1 year |
96.0333
0.72 (0.7508%)
12.91%
Benchmark: 16.27%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 3 Months
12 Years 7 Months
14 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.48 |
| Sharpe Ratio | 0.76 |
| Alpha | 1.19 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 34.39 | 26.19 | 15.4 | 19.01 | 14.61 |
| Quant Large Cap Fund - Growth Option - Regular Plan | 08-08-2022 | 47.48 | 28.45 | - | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 47.15 | 31.67 | 18.61 | 20.27 | 14.9 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 46.46 | 29.54 | 16.99 | 19.91 | 13.3 |
| JM Large Cap Fund (Regular) - Growth Option | 01-04-1995 | 45.41 | 32.33 | 19.46 | 20.38 | 12.93 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 45.2 | 30.47 | 16.75 | 20.37 | 14.51 |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 45.17 | 31.31 | 16.87 | 17.85 | 12.71 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 44.52 | 32.38 | 20.21 | 21.84 | 15.53 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 44.25 | - | - | - | - |
| BANK OF INDIA Bluechip Fund Regular Plan Growth | 24-06-2021 | 43.35 | 28.65 | 14.6 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.76%
Others
4.76%
Large Cap
80.1%
Mid Cap
14.38%
