SBI Blue Chip Fund

 SBI Blue Chip Fund invests in stocks of bluechip companies i.e. in stocks of companies with market capitalization equal to or more than the least market capitalized stock of BSE 100 Index. These companies have large business presence, good reputation and are possibly market leaders in their industries. The fund comprises of a well diversified portfolio of predominantly large cap companies, with steady growth potential opportunity.

The investments are limited to stocks with market capitalization equal to or more than the least market capitalized stock of BSE 100 Index.

 Key Benefit

  • SBI Blue Chip Fund generally invests in large reputed Indian companies.
This product is suitable for investors who are seeking*:
  • Long term investment
  • Investment in equity shares of companies whose market capitalization is at least equal to or more than the least market capitalized stock of BSE 100 index to provide long term capital growth opportunities.
  • High risk.    (BROWN)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

(BLUE) investors understand that their principal will be at low risk. (YELLOW) investors understand that their principal will be at medium risk. (BROWN) investors understand that their principal will be at high risk.

I want to invest. Call me.

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Objectives

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.

Asset Allocation


Instrument Normal Allocation (% of Net Assets)  Risk Profile
Equities and equity related instruments including derivatives 70% - 100% High
Foreign Securities / ADR / GDR 0 % - 10 % High
Fixed / Floating Debt Instruments 0% - 30% Medium
Money Market Instruments 0 % - 30 % Low

Date of Inception 17/02/2006
Minimum Application Rs. 5000 and in multiples of Rs. 1000
Entry Load NA
Exit Load For exit within 1 year from the date
of allotment - 1 %; For exit after 1 year
from the date of allotment - Nil
(w.e.f. April 03, 2014)
SIP

Monthly - Minimum 1000 & in multiples of 1 thereafter for maximum six months (or) minimum 500 & in multiples of 1 thereafter for minimum one year.

Quarterly – Minimum 1500 & in multiples of 1 thereafter for minimum one year.

SWP Rs. 500/- per month or per quarter

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Nav's

PlanNavDate
SBI Blue Chip Fund - Direct Plan - Dividend15.297922-Apr-2014
SBI Blue Chip Fund - Regular Plan - Growth19.411222-Apr-2014
SBI Blue Chip Fund - Regular Plan - Dividend13.297722-Apr-2014
SBI Blue Chip Fund - Direct Plan - Growth19.552722-Apr-2014

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