Mutual Fund- 

SBI Bluechip fund

By Rajendra

Mar 22, 2023

image source -Unsplash

Scheme Analysis

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SBI Bluechip Fund

Category 

Large Cap

Inception

Feb 14, 2006

Benchmark

BSE 100

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AUM  - 33,997 Cr

Fund Manager

Sohini Andani & Mohit Jain

– Fund follows a blend of growth & value style of investing with a combination of top down & bottom-up investment strategy for stock selection across sectors

Top 5 Holding

HDFC Bank

ICICI Bank

ITC

Infosys

L&T

9.18

8.31

5.43

5.23

4.69

Total  - 32.84

The fund invests a minimum of 80% in large cap stocks *Large Cap Stocks are – 1st -100th company in terms of full market capitalization.

Financial Service

Automobile

FMCG

Top 5 Sector

33.89

12.57

8.18

6.53

5.51

Oil Gas

Healthcare

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

6.29%

16.90%

10.32%

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Market Cap Exposure

Large Cap

Mid Cap

84.41%

9.60%

SBI Bluechip Fund

Cash

6.51%

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,233

44,764

83,257

Returns

3.66%

14.73%

13.09%

Monthly SIP of 1,000