3 Year return
17.17%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹44819.48 Cr.
Expense Ratio
0.85% (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.
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
SBI Mutual Fund Managers
SA
Sohini Andani
Fund Manager since Feb 2015
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Large Cap Fund Direct Plan IDCW Payout |
26.29% |
5 |
|
Baroda BNP Paribas Large Cap Fund Direct Plan IDCW Payout |
20.84% |
0 |
|
Canara Robeco Blue Chip Equity Fund Direct Plan IDCW (Payout/Payout) Payout |
17.21% |
5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Dynamic Asset Allocation or Balanced Advantage
SBI Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
SBI Balanced Advantage Fund Direct Plan IDCW Payout
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 | 16.68% |
| Expense Ratio | 0.85% |
| Fund Manager | Sohini Andani |
| Fund Size | ₹44819.48 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 |
| 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.
FAQs
What is today's NAV of SBI Blue Chip Fund?
What is the AUM of SBI Blue Chip Fund?
What is the expense ratio of SBI Blue Chip Fund?
What are the returns of SBI Blue Chip Fund since inception?
What is the minimum SIP amount to invest in SBI Blue Chip Fund?
How do I invest in SBI Blue Chip Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Blue Chip Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Blue Chip Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Blue Chip Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
