SBI BlueChip 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 S&P BSE 100 Index. These companies have large business presence, good reputation and are possibly market leaders in their industries. The fund comprises 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 S&P BSE 100 Index.

Fund Philosophy & Positioning:

A large-cap Fund (large caps defined as the top 100 companies in terms of market capitalization rank) with a flexibility to invest up to 20% in mid-cap stocks. Relatively higher risk than pure large-cap; focus to generate alpha by investing in high conviction mid-cap stocks, when valuation gap between large-caps and mid-caps is significant. Medium-term (1 year) investment perspective for large-cap exposure and 2-3 years' perspective for mid-cap exposure.

Who Can Invest:

SBI BlueChip Fund constructs its portfolio with bluechip stocks and benefits investors who want relative stability and lower volatility in their equity portfolio.

Fund Facts:

• Date of Inception: 17/02/2006
• Benchmark: S&P BSE 100 Index
• Fund Manager: Ms. Sohini Andani
• Minimum investment: 5000/- & in multiples of 1
• Load Structure: For exit within 1 year from the date of allotment - 1% .For exit after 1 year from the date of allotment - Nil

• 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.

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Performance of SBI BlueChip Fund:

30 Sep 2015 -
30 Sep 2016
30 Sep 2014 -
30 Sep 2015
28 Sep 2013 -
30 Sep 2014
Since Inception
Absolute Returns (%) Absolute Returns (%) Absolute Returns (%) CAGR Returns (%) PTP Returns (INR)
SBI BlueChip Fund -
Growth
15.75 12.52 54.61 11.60 32132
S&P BSE 100 Index
(Scheme Benchmark)
9.73 0.77 40.05 10.42 28700
S&P BSE SENSEX
(Additional Benchmark)
6.54 -1.79 37.41 10.03 27627

Past performance may or may not be sustained in future. Returns (in %) other than since inception are absolute, calculated for growth option and in INR are point-to-point (PTP) returns calculated on a standard investment of 10,000/-. Additional benchmark as prescribed by SEBI for equity schemes is used for comparison purposes. Performance calculated for Regular Plan

Click here for Performance of other funds managed by the fund manager

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