SBI Blue Chip Fund-Regular Plan Growth
Category: Equity: Large Cap
Launch Date: 01-02-2006
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Ms. Sohini Andani, Mr. Pradeep Kesavan, Mr. Saurabh Pant,
Investment Objective
To provide investors with opportunities forlong-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
Benchmark
BSE 100 TRI
Expense Ratio
0.81% As on (31-05-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
51,010.2 Cr As on (30-04-2025)
Nav Movement
RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 0.65 | 1.19 | 0.89 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.98 |
| Oil, Gas & Consumable Fuels | 8.96 |
| Automobile and Auto Components | 8.08 |
| Information Technology | 7.75 |
| N/A | 6.74 |
| Fast Moving Consumer Goods | 6.68 |
| Healthcare | 6.31 |
| Construction | 4.85 |
| Telecommunication | 3.0 |
| Metals & Mining | 2.88 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.7 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.11 |
| RELIANCE INDUSTRIES LIMITED EQ | 7.99 |
| TREPS | 5.87 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 4.85 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.56 |
| INFOSYS LIMITED EQ FV RS 5 | 4.03 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 3.36 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 3.28 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 3.26 |