SBI Blue Chip Fund-Direct Plan -Growth
Fund House: SBI Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 0.82% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 49,394.16 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 21% | Exit Load: Exit load of 1% if redeemed within 1 year |
98.1624
-0.29 (-0.2993%)
15.39%
Benchmark: 17.11%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 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
1 Years 4 Months
4 Years 11 Months
7 Years 11 Months
11 Years 7 Months
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 | 12.92 |
| Sharpe Ratio | 0.5 |
| Alpha | 1.68 |
| Beta | 0.89 |
| 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-Direct Plan -Growth | 01-01-2013 | 10.47 | 19.04 | 14.9 | 23.79 | 13.34 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 24.63 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 17.16 | 26.14 | 19.3 | 23.15 | 11.66 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.18 | 23.91 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.05 | 21.6 | 15.08 | 21.64 | 13.48 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 10.85 | 20.56 | 14.65 | 23.09 | 12.56 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 10.83 | 21.51 | 15.04 | 23.49 | 12.27 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 10.81 | 19.76 | 13.39 | 22.22 | 10.94 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 10.22 | 24.41 | 15.49 | 22.59 | 12.4 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.19 | 17.77 | 11.97 | 20.96 | 13.07 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.54%
Others
6.89%
Large Cap
79.99%
Mid Cap
11.58%
