SBI Bluechip Fund

  • Category: EQUITY
  • AAUM: 19124.3 Cr as on 31 May 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-May-2018
Standard Deviation*: 12.56%
Beta*: 0.86
Expense Ratio*: 1.97
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/05/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
HDFC BANK LTD. 8.79
LARSEN & TOUBRO LTD. 5.42
REVERSE REPO 5.34
MAHINDRA & MAHINDRA LTD. 4.37
ITC LTD. 3.97
NESTLE INDIA LTD. 3.46
KOTAK MAHINDRA BANK LTD. 2.82
NATIONAL STOCK EXCHANGE OF INDIA LTD. 28-JUN-18 2.65
INDUSIND BANK LTD. 2.64
UPL LTD. 2.43
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 33.83
AUTOMOBILE 11.85
CONSUMER GOODS 9.34
CONSTRUCTION 7.05
ENERGY 6.24
REVERSE REPO 5.34
PHARMA 5.09
CEMENT & CEMENT PRODUCTS 4.00
FERTILISERS & PESTICIDES 3.49
IT 3.47

    Investment Objective

    To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks* 

    Investment Strategy 

    The scheme follows a blend of growth and value style of investing. The scheme will follow a combination of top down and bottom-up approach to stock-picking and choose companies across sectors. 

     
    *Large Cap Stocks are – 1st -100th company in terms of full market capitalization. 
Enter Date * :
Fund Manager
  • Ms. Sohini Andani

    Managing this fund since Sep 2010.

    Total experience 23 years .

  • Riskometer
    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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