3 Year return

17.12%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹46084.82 Cr.

Expense Ratio

0.83% (inclusive of GST)

Exit Load

1.00% If redeemed/switched out within 1 year from the date of allotment. Nil if redeemed/switched out after 1 year form the date of allotment.

Ratings

ARQ Rating
4.5

Ratings by other agencies

3
4
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

SBI Mutual Fund Managers

SA

Sohini Andani

Fund Manager since Feb 2015

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Blue Chip Fund Direct Plan Growth

The SBI Bluechip Direct Plan Growth from SBI Mutual Fund house, is an open-ended Large Cap Equity scheme. This fund maintains a balanced portfolio by investing in both medium and large-cap stocks, aiming for steady growth. It primarily allocates funds in sectors such as Automobile, Financial, Consumer Staples, Healthcare and Construction. Compared to other funds in the category, it has relatively lower exposure in Financial and Automobile sectors, which may be considered as a risk management strategy. Investors can choose between lump-sum or systematic investment plan (SIP) payment options, with flexible payment frequencies.

Investment Objective of the Scheme

The SBI Blue Chip Fund Direct Plan Growth's investment objective is to provide investors with opportunities for long-term capital appreciation. This is accomplished through an active management strategy involving investments in a diversified array of large-cap equity securities, as periodically specified by SEBI/AMFI.

Key Features of The Fund

5-year return 17.43%
Expense Ratio 0.83%
Fund Manager Sohini Andani
Fund Size ₹46084.82 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The SBI Bluechip Fund is an option to consider for investors looking for exposure to high-quality, professionally managed equities with growth potential. It may be suitable for those seeking long-term stable growth in robust assets and offering a favorable risk-to-return ratio. The fund's blue chip stocks may provide the potential for better long-term returns with relatively modest risk. Its flexibility and affordability can appeal to both novice and seasoned investors looking to incorporate blue chip equities into their portfolios. As with any investment decision, potential investors should assess their risk tolerance and investment goals.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of SBI Blue Chip Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Blue Chip Fund Jun 18 2024 is 95.5594

What is the AUM of SBI Blue Chip Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Blue Chip Fund is 46084.82 crore.

What is the expense ratio of SBI Blue Chip Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Blue Chip Fund is 0.83%

What are the returns of SBI Blue Chip Fund since inception?

The SBI Blue Chip Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.34 since inception.

What is the minimum SIP amount to invest in SBI Blue Chip Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Blue Chip Fund is 500.

How do I invest in SBI Blue Chip Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Blue Chip Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Blue Chip Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Blue Chip Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.