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SBI Bluechip Fund - Direct Plan

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 (as specified by SEBI/AMFI from time to time).

Suitability

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.

Fund Info

Scheme Class	Equity
Scheme Category	Large-Cap
Expense Ratio	0.8%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 51,244
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 100 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
SBI Bluechip Fund - Direct Plan	1000	1000	15.31%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	16.36%
Nippon India Large Cap Fund - Direct Plan	1000	1000	21.2%
SBI Bluechip Fund - Direct Plan	1000	1000	15.31%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan	1000	1000	16.36%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	13.53%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	13.53%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	19.06%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	13.53%
Axis Bluechip Fund - Direct Plan	100	100	12.24%
ICICI Prudential Bluechip Fund - Direct Plan	100	100	19.06%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	8
ICICI Bank Ltd	Equity	7
Infosys Ltd	Equity	5
ITC Ltd	Equity	5
Larsen & Toubro Ltd	Equity	5
Reliance Industries Ltd	Equity	5
Tata Consultancy Services Ltd	Equity	4
Kotak Mahindra Bank Ltd	Equity	3
Britannia Industries Ltd	Equity	3
Divi's Laboratories Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Bond - Gov't Treasury	1
Cash - Future Offset	1
Cash - Repurchase Agreement	1
Equity - Future	1

Sector Allocation(%)

Sector	Percent
Financial Services	28
Consumer Cyclical	16
Consumer Defensive	12
Technology	10
Industrials	10

Fund Manager

Saurabh Pant

0+ years of experience

Pradeep Kesavan

0+ years of experience

SBI Mutual Fund

AUM₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m