SBI Blue Chip Fund Regular Growth

equity | large-cap
NAV:  38.9577( 0.42%)   As on April 23rd, 2018

Horizon: Ideal for medium-term goals. Invest in this fund to maximize your returns for a foreseeable future.

Smart Tip: This fund has lower ups and downs (volatility) than other equity funds. Invest in this fund for an investment horizon of at least 3 years to give best results. There is zero capital gains tax on holding these fund for more than 1 year.

Upwardly Rank
34
Upwardly rank is calculated based on performance,
stability of returns, size, management cost and liquidity of fund.
/949
Upwardly Recommended

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Invest in SBI Blue Chip Fund Regular Growth Mutual Fund via SIP or lumpsum

SEBI Registerd.
INA200006804
AMFI registered.
ARN-112426
Invest through BSE.
Member code: 11028
 
11.75

Annualized

Annualized return per year for the specified period,
net of all fund charges.

Return for 3 yrs

 
> 3 yrs yrs
Investment
Recommended minimum period that investor
should stay invested for getting good returns,
however, you can withdraw anytime.\
Horizon
 
Doubled
Time period this fund took
to double the invested money
Money
 
11.81

Returns

Annualized return per year since inception,
net of all fund charges.

since February 14th, 2006

0
Exit Load
Period after which
there is no penalty for withdrawal
after 1 Years

Fund Performance

Fund's historical return compared with Fixed Deposit
 
invested for
:   
3M
:   
6M
:   
1Y
:   
3Y
:   
5Y
3 and 6 Months returns are absolute

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time taken to Multiply
:   
2X
:   
4X
:   
5X

Top 5 holdings invested in

As on February 28th, 2018

Top 5 Sectors invested in

As on February 28th, 2018

Peer Comparison

Comparing returns for ₹ 1,00,000 invested 3 and 5 years back
   RankFund3 Yr Return5 Yr Return
1
Reliance Small Cap Fund - Growth₹ 1,90,159 (23.9%)₹ 4,86,514 (37.2%)
2
HDFC Small Cap Fund Growth₹ 1,82,400 (22.2%)₹ 3,16,279 (25.9%)
3
Mirae Asset Emerging Bluechip Growth₹ 1,71,668 (19.7%)₹ 3,85,222 (31%)
4
L&T Midcap Fund Growth₹ 1,72,955 (20%)₹ 3,81,593 (30.7%)
34
SBI Blue Chip Fund Regular Growth₹ 1,39,543 (11.7%)₹ 2,35,928 (18.7%)

Fund's Detail Information

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 at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
Basic Details

Fund House

SBI

Launch Date

February 14th, 2006

Expense Ratio
Amount deducted by the fund, per annum,
for managing the fund and paying commissions
to distributors.Lower the better

1.97%

Fund Category Risk

High

Fund Risk
Std Dev (1 Yr)

Std Dev (3 Yr)

Std Dev (5 Yr)


9%
12.3%
12.9%

Return Range

Average

Fund Type

open Ended

Asset Size

17665Cr
Investment Details

Investment Plan

Growth

Return since Launch

11.81%

Minimum Investment

5,000

Minimum Addl Investment

1,000

Exit Load

1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)

Tax Impact

15% of profit if withdrawn before 1 year
No tax if withdrawn after 1 year
Contact Details

Fund Manager(s)

Sohini Andani

Tel. No.

+91 22 61793000

Fax No.

91-22-22189663

Website

www.sbimf.com