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SBI Blue Chip Fund-Regular Plan Growth

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Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.51% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,968.28 Cr As on (31-12-2024)
Turn over: 21
NAV as on 06-02-2025

86.916

-0.34 (-0.3873%)

CAGR Since Inception

12.06%

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 06-02-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 12.22 12.52 15.61 12.17 12.06
Benchmark - - - - -
Equity: Large Cap 9.72 12.16 15.09 11.39 14.09

Yearly Performance (%)

Nav Movement

Fund Managers

Saurabh Pant, Pradeep Kesavan

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.

RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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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.

Key Performance and Risk Statistics of SBI Blue Chip Fund-Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Blue Chip Fund-Regular Plan Growth 11.31 0.51 0.81 0.88 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 12.22 17.21 12.52 15.61 12.17
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 17.45 23.32 15.38 14.17 10.65
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 14.85 21.67 0.0 0.0 0.0
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 13.98 19.44 12.33 16.11 12.88
Invesco India Largecap Fund - Growth 21-08-2009 12.94 22.64 12.34 16.03 11.92
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 12.63 23.79 18.05 18.58 13.26
Franklin India Bluechip Fund-Growth 01-12-1993 12.19 17.89 10.61 15.2 10.48
Axis Bluechip Fund - Regular Plan - Growth 04-01-2010 11.47 16.43 8.17 11.8 11.36
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 11.45 19.07 12.61 16.02 11.57
Kotak Bluechip Fund - Growth 29-12-1998 11.16 18.4 12.37 15.83 11.94

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Blue Chip Fund-Regular Plan Growth

Portfolio as on