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SBI Blue Chip Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
28.255 0.02 (0.09%)

NAV as on 05 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : SBI Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 05 May, 2015)

Period Returns (%) Rank #
1 mth -3.9 72
3 mth 1.3 3
6 mth 8.4 7
1 year 46.1 10
2 year 29.3 12
3 year - -
5 year - -

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 7.8 - - - -
2014 7.2 17.8 8.9 7.3 -
2013 -3.9 0.4 -2.4 10.9 6.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -3.9 1.3 8.4 46.1 29.3 -- --
Category avg -3.5 -1.8 3.3 32.0 22.2 18.2 9.6
Difference of Fund returns and Category returns -0.4 3.1 5.1 14.1 7.1 -- --
Best of category -0.9 6.0 16.0 62.5 38.9 33.2 16.7
Worst of category -7.0 -7.5 -3.9 10.8 10.3 8.8 5.2
Benchmark returns # -6.3 -5.9 -2.1 22.2 17.2 17.0 9.3
Difference of Fund returns and Benchmark returns 2.4 7.2 10.5 23.9 12.1 -- --
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 100
Asset Size (Rs cr) 232.10 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sohini Andani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office 191 Maker Towers E, Cuffe Parade, Mumbai, 400005
Tel. No. 91 22 22180221/ 27
Fax No. 91 22 22189663
Email partnerforlife@sbimf.com
Website http://www.sbimf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 5
33,395.81 -3.0 -0.7 31.9 20.7 13.0
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,131.08 -2.1 2.6 33.4 22.7 15.7
Birla SL Frontline Equity (G) Rank 3
7,900.44 -1.9 5.1 37.6 25.8 15.0
UTI Opportunities Fund (G) Rank 3
8,195.25 -2.9 1.9 35.1 20.7 15.3
UTI Equity Fund (G) Rank 2
4,669.61 -0.6 4.2 40.1 24.0 16.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 8.60 7.23
Maruti Suzuki Automotive 5.14 4.32
Motherson Sumi Automotive 4.36 3.67
Larsen Engineering 3.65 3.07
TCS Technology 3.63 3.05
Infosys Technology 3.45 2.90
SBI Banking/Finance 3.35 2.82
ICICI Bank Banking/Finance 3.23 2.72
Ranbaxy Labs Pharmaceuticals 3.17 2.67
Tata Motors Automotive 3.07 2.58

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.60 25.19 19.64
Automotive 10.98 13.93 9.99
Pharmaceuticals 10.92 11.50 6.44
Technology 10.37 14.59 10.37
Engineering 8.13 10.32 5.24
Manufacturing 3.50 4.04 2.23

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 90.61
Others 0.39
Debt 9.14
Mutual Funds N.A
Money Market 1.42
Cash / Call -1.56

View All

Concentration

Holdings (%)
Top 5 21.34
Top 10 35.03
Sector (%)
Top 3 46.50

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