Scheme Overview

SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.52% As on ( 31-05-2024)
Status: Open Ended for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 46,084.82 Cr As on ( 31-05-2024)
Turn over: 15
NAV as on 14-06-2024

86.6995

0.61 ( 0.7042% )

CAGR Since Inception

12.5%

S&P BSE 100 TRI

11.69%

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 14-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 26.95 16.28 16.56 14.71 12.5
S&P BSE 100 TRI 26.66 16.44 16.04 13.98 11.69
Equity: Large Cap 34.71 16.52 16.4 13.51 15.77

Yearly Performance (%)

Fund Managers

Saurabh Pant, Pradeep Kesavan

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.

RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Blue Chip Fund-Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Blue Chip Fund-Regular Plan Growth 11.31 0.81 0.04 0.88 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of SBI Blue Chip Fund-Regular Plan Growth

Period :
Data as on - 14-06-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 26.95 25.52 16.28 16.56 14.71
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 49.08 0.0 0.0 0.0 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 46.25 33.56 21.05 18.61 13.22
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 45.51 32.31 0.0 0.0 0.0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 41.35 30.26 19.17 18.63 14.87
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 40.45 35.46 24.08 19.07 15.88
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 40.39 28.6 16.85 15.15 11.28
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.55 30.04 20.73 18.82 15.09
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 38.77 28.74 15.63 0.0 0.0
Invesco India Largecap Fund - Growth 21-08-2009 37.61 29.27 18.5 17.42 14.45

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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