SBI Blue Chip Fund

  • Category: EQUITY
  • AAUM: 10105.45 Cr as on 31 Dec 2016
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-Dec-2016
Standard Deviation*: 13.56%
Beta*: 0.86
Expense Ratio*: 0.00
Portfolio Turnover*: 0.88
Source:CRISIL Fund Analyser

*Portfolio Turnover = lower of total sale or total purchase for the last 12 months upon Avg. AUM of trailing twelve months. Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  30/12/2016
Portfolio Holdings
Stock Name (%) Of Total AUM
CBLO 14.48
FUTURES 9.89
HDFC BANK LTD. 6.49
SUN PHARMACEUTICALS INDUSTRIES LTD. 3.29
RELIANCE INDUSTRIES LTD. 3.18
LARSEN & TOUBRO LTD. 3.17
MAHINDRA & MAHINDRA LTD. 3.04
UPL LTD. 3.02
HCL TECHNOLOGIES LTD. 3.02
BHARAT ELECTRONICS LTD. 2.99
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 23.44
AUTOMOBILE 10.54
PHARMA 8.95
IT 7.73
ENERGY 7.46
CONSUMER GOODS 5.28
CONSTRUCTION 4.92
INDUSTRIAL MANUFACTURING 4.73
CEMENT & CEMENT PRODUCTS 4.67
FERTILISERS & PESTICIDES 4.03
  • Bluechip companies are typically large businesses, with substantial market share & leadership in their respective industries. They historically have shown successful growth, high visibility and reach, good credit ratings and greater brand equity amongst the public. Investing in such companies brings relative consistency to a portfolio.
  • SBI Bluechip Fund aims 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 at least equal to or more than the least market capitalised stock of S&P BSE 100 Index. Currently, the fund is predominantly large cap with opportunistic allocations to high conviction midcaps (up to 20%).
  • The fund is suitable for investors who want exposure to blue chip Indian companies from a medium to long term perspective.
Fund Manager
  • Ms. Sohini Andani

    Managing this fund since Sep 2010.

    Total experience 20 years .

  • Investment Objective
    • 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 at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.

      Long Term

    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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