SBI Blue Chip Fund (Equity, Large Cap)

38.1
11.97%
2
Capital Appreciation
Long Term Horizon
Moderately High
1.97%
11 yrs 11 months14 Feb 2006
₹ 16480.46 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
27.78
1 Month
1.26
3 Month
2.76
1 YR
24.92
2 YR
17.92
3 YR
13.67
TenureReturns (CAGR)
1 YR
21.31
2 YR
18.84
3 YR
15.34
5 YR
18.47
10 YR
16.25

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.27
Larsen & Toubro Ltd.3.7
Nestle India Ltd.3.1
Mahindra & Mahindra Ltd.3.06
State Bank of India2.78
Hindustan Petroleum Corpn. Ltd.2.77
Bharat Electronics Ltd.2.76
ITC Ltd.2.71
Indusind Bank Ltd.2.54
UPL Ltd.2.39

Top Sectoral Holdings

Sector Name% Assets
Financial32.07
Automobile10.6
Construction8.21
Energy7.04
FMCG7.01
Healthcare6.9
Chemicals4.27
Engineering4.21
Cons Durable3.74
Technology2.54

Indicators

Portfolio turnover ratio128
Standard Deviation12.36%
Beta0.87%
Sharpe Ratio0.66

Sohini Andani

Ms. Andani is a B.Com (H) and C.A.
Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Other Funds Managed by Sohini Andani

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