SBI Blue Chip Fund (Equity, Large Cap)

Moderately High
12 yrs 1 monthsStarted on:14 Feb 2006
₹ 18151.49 Cras on: 16 Feb 2018
Long Term Horizon
1.97%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.84
1 YR17.73
2 YR21.08
3 YR10.00

SIP Returns

TenureReturns (CAGR)
1 YR8.92
2 YR14.17
3 YR12.95
5 YR16.7
10 YR15.77

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.68
Larsen & Toubro Ltd.5.12
ITC Ltd.3.28
Mahindra & Mahindra Ltd.3.23
Nestle India Ltd.2.82
State Bank of India2.54
Hero Motocorp Ltd.2.51
Indusind Bank Ltd.2.5
Hindustan Petroleum Corpn. Ltd.2.47
Kotak Mahindra Bank Ltd.2.47

Top Sectoral Holdings

Sector Name% Assets
Financial32.02
Automobile10.71
Construction9.98
FMCG7.19
Healthcare7.04
Energy6.54
Chemicals4.01
Engineering3.8
Cons Durable3.52
Technology3.21

Indicators

LabelValue
Portfolio turnover ratio114
Standard Deviation11.99%
Beta0.87%
Sharpe Ratio0.75

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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