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SBI Blue Chip Fund-Regular Plan Growth

Equity: Large Cap | Open Ended Schemes

Nav : 40.7755

-0.82 (-2.01 %)

24-02-2020

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since Feb 01, 2006)

10.53%

10 Year Returns

11.95 %

Doubled Money

8 Years 3 Months

Sharp Ratio

1.08 %

Volatility

12.38 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

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 Take To Multiply
2x
4x
5x
10x
FUND
8 Years 3 Months
12 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 13.41 4.08 7.9 7.59 11.95
Axis Bluechip Fund - Regular Plan - Growth 05-01-2010 22.84 15.1 17.77 10.57 12.95
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 05-08-2010 21.63 11.58 13.4 9.3 0.0
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 21.54 10.17 10.96 6.95 10.14
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 21.2 8.66 11.61 7.79 12.94
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 18.21 6.43 8.48 6.31 10.06
IDBI India Top 100 Equity Fund Growth 15-05-2012 16.55 4.99 7.21 5.53 0.0
L&T India Large Cap Fund - Regular Plan - Growth 23-10-2007 15.78 6.14 9.34 6.45 11.2
Kotak Bluechip Fund - Growth 29-12-1998 15.28 6.48 9.25 7.22 10.89
HSBC Large Cap Equity Fund - Growth 10-12-2002 14.67 5.33 9.2 7.36 9.56

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
Feb 01, 2006
Expense Ratio
1.66%
Fund Category Risk
MODERATELY HIGH
Asset Size
23,625.01 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
10.53%
Contact Details
Fund Manager(s)
Ms. Sohini Andani

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%)

Data as on - 24-02-2020

Yearly Performance (%)

RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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