SBI Bluechip Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 19064.05
Expense Ratio
1.18%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 253829
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
38.3869
(-0.11 %)
NAV as on 2018-11-14
Returns
Fund
SBI Bluechip Fund - Direct Plan
1 Year
-0.73%
3 Year
10.71%
5 Year
17.13%
AMC Details
amc launch date
Launch Date
29 Jun 1987
amc sponsor
Sponsor
NA
amc email
Email
partnerforlife@sbimf.com
amc phone
Phone
022 - 61793000
amc address
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
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 Analysis
A consistent performer over a long period of time, SBI BlueChip Fund has maintained to build confidence among its investors. Sohini Andani – The fund manager has been with the fund since the last 8 years and has helped strategise portfolio allocation of the fund with its exposure to largecap at more than 85%- more than its peers. The stability in management team and returns along with lesser risk exposure build more conviction in the fund for the time to come.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,987
Portfolio Value
-13
Total Returns