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.
- SBI Blue Chip Fund generally invests in large reputed Indian companies.
|This product is suitable for investors who are seeking*: |
- Long term capital growth
- 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.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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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.
|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 ||14/02/2006 |
|Minimum Application ||Rs. 5000 and in multiples of Rs. 1 |
|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 |
|SBI Blue Chip Fund - Regular Plan - Dividend||16.7323||28-Aug-2015
|SBI Blue Chip Fund - Regular Plan - Growth||27.9020||28-Aug-2015
|SBI Blue Chip Fund - Direct Plan - Dividend||19.4301||28-Aug-2015
|SBI Blue Chip Fund - Direct Plan - Growth||28.3734||28-Aug-2015