SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 1.76% As on (30-04-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 31,442.75 Cr As on (30-04-2022)
Turn over: 6.00
NAV as on 20-05-2022

56.5346

1.34 (2.3655%)

CAGR Since Inception

11.23%

S&P BSE 100 TRI 8.75%

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 20-05-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 7.75 12.28 10.46 15.83 11.23
S&P BSE 100 TRI 9.22 5.44 8.0 12.17 8.75
Equity: Large Cap 7.0 11.09 10.0 13.56 12.17

Yearly Performance (%)

Nav Movement

Fund Managers

Sohini Andani

Investment Objective

The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.

RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Blue Chip Fund-Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Blue Chip Fund-Regular Plan Growth 12.38 1.08 -2.64 1.03 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of SBI Blue Chip Fund-Regular Plan Growth

Period
Data as on - 20-05-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 7.75 34.36 12.28 10.46 15.83
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 13.79 38.67 9.85 10.42 15.0
ICICI Prudential Bluechip Fund - Growth 05-05-2008 11.79 34.52 12.83 11.68 15.04
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 11.05 35.89 9.32 9.54 13.64
IDBI India Top 100 Equity Fund Growth 15-05-2012 10.9 33.5 14.83 9.9 13.77
Invesco India Largecap Fund - Growth 21-08-2009 9.5 29.62 11.68 10.8 14.1
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 9.14 34.52 10.79 10.07 13.02
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth 01-10-2020 8.88 0.0 0.0 0.0 0.0
Union Largecap Fund - Regular Plan - Growth Option 04-05-2017 8.87 31.55 11.28 8.53 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 8.62 22.75 10.65 8.78 11.94

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

Asset Allocation (%)