SBI Blue Chip Fund (G)

5
Large Cap NAV 37.7181 0 16 August, 2019
  • 10.3%
  • 7Y 1M

SBI Bluechip Fund Growth is one of the best-performing mutual funds in India in terms of consistent performance and stable returns. By investing the capital of the investors in the large-sized companies, SBI Blue Chip Fund aims to develop consistent growth opportunities. The large-cap companies having high market holdings and great leadership position tend to help SBI Bluechip Fund to fetch desirous growth.

Fund Details

Category Large Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 14 February, 2006
Benchmark S&P BSE 100 TRI
Asset Size(Cr) 22679.43 (As on June 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1 % For 365 Days
Expense Ratio 1.83% (As on June 30, 2019)
Fund Manager Sohini Andani

Investment Returns (As on 16 Aug, 2019)

  • 3 Month -0.82%
  • 6 Month 6.14%
  • 1 Year -3.27%
  • 3 Year 6.01%
  • 5 Year 10.3%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Asset Allocation

  • Equity: 90.48%
  • Debt: 0.00%
  • Cash: 9.53%

Top Sector Allocation

  • Sector Allocation (%)
  • CBLO8.4688
  • HDFCBankLtd8.2702
  • LarsenToubroLtd3.6994
  • NestleIndiaLtd3.097
  • MahindraMahindraLtd3.0619
  • StateBankofIndia2.783
  • HindustanPetroleumCorpLtd2.7675
  • BharatElectronicsLtd2.7644
  • ITCLtd2.7089
  • IndusIndBankLtd2.5354

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Blue Chip Fund (G) -3.27% 6.01% 10.3%
Axis Bluechip Fund (G) 2.07% 13.19% 11.51%
Mirae Asset Large Cap Fund (G) -0.88% 10.84% 12.36%
Reliance Large Cap Fund (G) -4.52% 8.78% 10.07%
ICICI Prudential Bluechip Fund (G) -3.6% 8.48% 9.42%
Aditya Birla Sun Life Frontline Equity Fund (G) -5.6% 5.84% 8.85%

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SBI Bluechip Fund G: Grab the Stable Long-Term Growth of ‘Bluechips’

SBI Bluechip Fund seeks to generate long-term capital appreciation through large-cap stocks but also has considerable influence over mid-cap companies. In the equity market, stock is called as the blue-chip if the company is well established and has shown an excellent financial performance. These are considered as low risk companies and much reliable equity stocks. They are generally large-cap companies, but some of the bluechip stocks can be found in mid-cap as well as small-cap section. SBI BlueChip Fund Growth is among the widely chosen large cap fund which has satisfied thousands of investors in the past. After a remarkable performance in 2014 and 2015, it marked its presence in the portfolio of several investors. SBI Blue Chip Fund G is one of the best mutual funds investment plan.

SBI BlueChip Growth Fund : Key Features

  • SBI BlueChip Fund G falls under the large-cap category of mutual funds.
  • It is an open-ended scheme which provides growth-oriented investment plan to the investors.
  • SBI Blue chip Growth Fund holds five-star ratings which show that it has been appreciated by the experts as well.
  • Its top five holdings include HDFC Bank, Larson & Toubro, ITC, Mahindra & Mahindra, and Nestle India.
  • The SBI Bluechip fund portfolio is well-researched ensuring broad diversification into different sectors like financial, energy, technology, healthcare, etc.
  • The asset size of SBI Bluechip Fund scheme amounted to Rs 20,702 crore (As on August 31, 2018), which is majorly allocated in the equities while a small amount of the funds is also invested in money market instruments.
  • One can start investing in SBI BlueChip Fund SIP scheme online with a minimum of Rs.5000 and grab the benefits through a well-strategised portfolio.
  • The risk grade assigned to the SBI BlueChip mutual fund is moderate, and thus the investments are less prone to failure.
  • SBI Bluechip Fund Growth has maintained the 5-star ratings for a long time, and hence is the most effective investment plan for a long-term investment.

What Is the SBI BlueChip Fund Investment Strategy?

SBI Bluechip Fund Growth invests in the stocks of bluechip companies which can generate profit in the favourable as well as adverse economic conditions and assist in the growth of the economy. These companies have a significant business presence, good reputation, and are possibly the market leaders in their respective sector. The fund comprises a well-diversified portfolio of predominantly large-cap companies with steady growth potential. The fund manager Ms Sohini Andani follows the growth style of investment.

More than 80% of the corpus is generally invested in large-cap stocks while 10-15% is invested in mid-cap quality stocks which can be considered as ‘Bluechips’ to grab high returns. A total of 58 stocks are present from 13 sectors.

Ms Andani has been managing the SBI Bluechip Fund G since September 2010. She has led the SBI Bluechip Fund to beat the benchmark for 6 out of 7 years under her management. The massive returns have been generated in the favourable market while the negative market has been navigated smartly by active management. Ms Andani is a B.Com and CA. Before joining SBI Mutual Funds, she has worked with ING Investment Management, ASK Raymond James & Associates, LKP Shares & Securities, Advani Share Broker, CRISIL, and KR Choksey Shares & Securities.

How the SBI Bluechip Fund Growth Portfolio Management is carried out?

SBI Bluechip Growth Fund nests a very diverse portfolio, where smaller stocks are included to make it more potent in performing in the long run. Though the fund is overweight on giant & large cap stocks with approximately 88.81% of assets being invested in them, a fair allocation has been made in midcap stocks that vary between 10-12%. This unique blend of large and midcaps stocks allows the fund to maintain an equilibrium between power and poise, and thus, allows it to move towards progress in an organised manner.
Apart from having different variety stocks on board, care has been taken to divide the asset between the top 10 & 5 stocks in a manner that allows the fund to maintain stability. About 45% of the assets are invested in the top 10 stocks of the market, whereas almost 29% of assets are reserved for next best 5 stocks. Further, the stocks belong to various flourishing sectors of the economy which includes Financial & Banking, FMCG, Construction, Energy, and Technology. These industries together create a high power base and allow the fund to grab best results.

Who Should Invest in SBI BlueChip Fund G ?

SBI Bluechip Fund is suitable for the investors who want to keep quality stocks in the portfolio with growth potential which are managed professionally. The bluechip stocks have a promising future and can provide a much better return for long-term investment without exposing to high risk. It has a moderately low-risk factor and is ideal for the investors with a decent risk factor and a good risk to reward ratio. New, as well as experienced investors, can grab the benefits of bluechip stocks through SBI Bluechip Fund G. Investors can also get the benefits of:

  1. Long-term growth
  2. Capital appreciation
  3. High returns
  4. Diversification

How Risky Is the SBI Bluechip Fund Growth Investment?

SBI Bluechip Fund G has impressive statistics when the risk parameters are concerned. Despite the involvement of the mid-cap stocks, the risk is lesser than the average of other schemes of the category as the stocks from cyclical sectors are mostly chosen which have a promising potential for growth. Due to the involvement of a large number of blue-chip stocks, the risk factor is comparably lower than other large-cap stocks as the companies in which the fund manager has invested in are well established and financially stable to resist the volatility of the equity market. Investment in SBI Bluechip Fund SIP provides better returns compared to the risk involved which is the reason why many experts suggest this scheme to the new as well as experienced investors.

How Did the SBI Bluechip Fund G Perform in the Past?

The initial years after the inception of SBI Blue Chip Fund Growth was below expectations as the great recession of 2008 thrashed the equity market. But the recovery was rapid as the fund provided outstanding returns in the following years. The benchmark has been beaten the majority of the times while the trailing returns of the longer tenure have been impressive and above the benchmark and peers most of the time. It is likely to perform well in the favourable market condition while the returns in the negative market trends are expected to be lesser than that of the benchmark.

Why Choose Us?

If you are desirous of achieving success in your investment and want to transform your monies into wealth, then online investment in SBI BlueChip Growth Fund is the best scheme for you. It can provide you with stable and long-term growth through quality stocks of fundamentally strong large and mid-cap companies. You can initiate your SIP investment plan in sbi bluechip scheme online using the services of MySIPonline. We, at MySIPonline, provide you with various tools and different solutions such as SIP calculator, comparisons between different funds, investment planner, expert consultation, etc., that can help you take the best investment decision and lead to creating enormous wealth for your future. Every need of the investor is taken into consideration to suggest the schemes to allow the investors to get optimum investment solutions.

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SBI Bluechip Fund Growth is proved to be the best fund for my portfolio as it is providing me with the best returns. I wanted stability in income, and that is what I am getting now. It is all possible because of MySIPonline with the assistance of whom I could opt for SBI Bluechip fund G for my portfolio. Thanks a lot guys.
Shubham ChoudharyPune
Online investment in SBI Blue chip Fund Growth has been an amazing experience for me. Not long ago, I was in the impression that mutual fund investments are only for the enlightened and rich. But, MySIPonline helped me to break this myth and make a solid plan attuned to my needs. With just ₹500 a month, I have become a proud owner of a stake in one of the best large cap funds in India. Isn’t it awesome!
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