SBI Blue Chip Fund-Regular Plan Growth

SBI Blue Chip Fund-Regular Plan Growth

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Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.5% As on (31-10-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,044.69 Cr As on (31-10-2024)
Turn over: 21
NAV as on 14-11-2024

87.1161

0.15 (0.1736%)

CAGR Since Inception

12.23%

BSE 100 TRI 17.34%

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 13-11-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 22.58 10.84 16.22 12.85 12.23
Benchmark - - - - -
Equity: Large Cap 26.49 11.05 15.98 12.01 14.48

Yearly Performance (%)

Nav Movement

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 0.57 0.84 0.88 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of SBI Blue Chip Fund-Regular Plan Growth

Period
Data as on - 13-11-2024
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 22.58 16.41 10.84 16.22 12.85
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 31.84 22.56 13.62 15.2 11.18
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 31.62 20.7 13.49 17.3 13.05
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 31.6 0.0 0.0 0.0 0.0
Invesco India Largecap Fund - Growth 21-08-2009 31.36 21.23 11.72 17.42 12.77
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 31.28 20.32 0.0 0.0 0.0
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 31.05 20.02 11.53 16.82 11.51
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 30.27 21.82 14.17 17.81 11.24
ICICI Prudential Bluechip Fund - Growth 01-05-2008 29.77 21.52 14.96 18.94 13.73
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 29.38 23.26 17.32 19.69 13.97

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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