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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
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Saurabh Pant, Pradeep Kesavan
Investment Objective
The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.
Benchmark
BSE 100 TRI
Expense Ratio
1.53% As on (28-02-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
46,139.85 Cr As on (28-02-2025)
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 | 0.44 | 0.84 | 0.88 | - | - |
Equity: Large Cap | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
Banks | 24.24 |
IT - Software | 9.79 |
Automobiles | 7.88 |
Pharmaceuticals & Biotechnology | 6.16 |
Diversified FMCG | 5.95 |
N/A | 5.64 |
Construction | 5.37 |
Petroleum Products | 5.16 |
Auto Components | 4.56 |
Insurance | 3.35 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.56 |
ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.4 |
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 5.37 |
INFOSYS LIMITED EQ FV RS 5 | 5.24 |
RELIANCE INDUSTRIES LIMITED EQ | 4.87 |
TREPS | 4.21 |
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 3.82 |
ITC LIMITED EQ NEW FV RE.1/- | 3.64 |
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.56 |
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 3.22 |