Mutual Fund- 

SBI Bluechip fund

By Rajendra

Sep 27, 2022

image source -Unsplash

Scheme Analysis

Thick Brush Stroke

SBI Bluechip Fund

Category 

Large Cap

Inception

Feb 14, 2006

Benchmark

BSE 100

Scribbled Arrow

AUM  - 34,045 Cr

Fund Manager

Sohini Andani

– 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

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

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

Reliance

IT

7.93

7.90

4.88

4.86

4.41

Total  - 30.03

Financial Services

Automobile

IT

Thick Brush Stroke

Top 5 Sector -66.91%

31.88

13.14

8.14

6.90

6.85

Oil

Healthcare

Thick Brush Stroke

Scheme Performance

Exit Load

1 Year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

5.15%

18.29%

11.38%

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

81.05%

13.65%

SBI Bluechip Fund

Small Cap

0.24%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,562

48,676

88,235

Returns

8.85%

20.66%

15.44%

Monthly SIP of 1,000