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AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
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  • SBI Blue Chip Fund-Regular Plan Growth
SBI Blue Chip Fund-Regular Plan Growth

Category: Equity: Large Cap

Launch Date: 01-02-2006

Riskometer: Very High

NAV as on 13-06-2025

₹ 91.1086

₹ -0.59 ( -0.6481%)

CAGR Since Inception

12.1%

BSE 100 TRI 17.13%

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

1.49% As on (31-05-2025)

Minimum Investment | Top up

5000.0 | 1000.0

Total Assets

52,246.86 Cr As on (30-05-2025)

PERFORMANCE of SBI Blue Chip Fund-Regular Plan Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Blue Chip Fund-Regular Plan Growth 5.83 18.27 21.46 12.89 12.1
Benchmark - - - - -
Equity: Large Cap 4.42 18.7 20.6 12.46 13.65
Nav Movement
RETURNS CALCULATOR for SBI Blue Chip Fund-Regular Plan Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
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 0.8 1.11 0.89 - -
Equity: Large Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
SBI Blue Chip Reg Gr 21.46
Motilal Oswal Large Cap Reg Gr 0.0
DSP Large Cap Fund Reg Gr 21.39
Canara Robeco Bluechip Equity Reg Gr 20.5
Mirae Asset Large Cap Gr 19.88
WhiteOak Capital Large Cap Fund Reg Gr 0.0
Franklin India BlueChip Gr 20.12
Invesco India Large Cap Gr 21.54
ICICI Pru BlueChip Gr 23.96
ABSL Frontline Equity Gr 22.15
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 34.89
Oil, Gas & Consumable Fuels 8.94
Automobile and Auto Components 8.34
Fast Moving Consumer Goods 7.78
Information Technology 7.16
Healthcare 6.3
Construction 5.2
Consumer Services 3.41
Metals & Mining 3.09
Telecommunication 2.91
Portfolio Holdings
Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 9.57
ICICI BANK LIMITED EQ NEW FV RS. 2/- 8.02
RELIANCE INDUSTRIES LIMITED EQ 7.89
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 5.2
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4.36
INFOSYS LIMITED EQ FV RS 5 4.1
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- 3.46
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 3.24
EICHER MOTORS LIMITED EQ NEW FV RE. 1/- 3.14
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.14
About

In the vast landscape of the financial world, there exists a beacon of growth, prosperity, and empowerment - a company named NextFreedom LifeX.

F-5, Municipality Shopping Centre, Shubhash Road, Gamdi Vad, Anand - 388001

+91 - 87992 12156

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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