SBI Bluechip Fund Regular Growth - Latest NAV ₹45.7249, Returns, Performance & Portfolio

SBI Bluechip Fund Regular Growth

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Start your investment

Min amount: ₹100

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.94 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years11.25%
5 Years10.28%
3 Years6.86%
1 Year11.41%
6 Months32.01%
Fund Details
RiskModerately High risk
Fund TypeLarge-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd10.27%
ICICI Bank Ltd5.54%
HCL Technologies Ltd4.94%
Reliance Industries Ltd4.66%
Infosys Ltd4.65%
Divi's Laboratories Ltd4.24%
Housing Development Finance Corp Ltd3.93%
ITC Ltd3.38%
Larsen & Toubro Ltd3.13%
Kotak Mahindra Bank Ltd2.96%

About SBI Bluechip Fund

SBI Bluechip fund is a regular growth open-ended scheme aimed to provide investors with long-term capital growth through management of investments in a diversified bowl of large-cap equity stocks

Pros & Cons of SBI Bluechip Fund

Despite recent underperformance, the fund has an experienced portfolio manager seeking to constantly outperform the benchmark as well as its competitors.

Fund Information and Statistics of SBI Bluechip Fund

i) Inception / Launch date

SBI Bluechip fund was launched on February 14, 2006, by SBI Funds Management Private Limited.

ii) Risk level

As this fund is aimed at long-term capital appreciation and Investment portfolio comprises equity and equity-related instruments of large-cap companies. Risk is moderately high.

iii) Redemption

Funds can be redeemed any time, under normal circumstances, the fund house will dispatch the redemption proceeds to the respective bank account within 10 business days from date of receipt of the request.

iv) Fund Manager

Ms Sohini Andani is managing this fund since Sep 2010 with a total experience 23 years.

v) Entry / Exit load

If you plan to withdraw funds within 1 year from the date of allotment, the fee is 1%; For exits after 1 year from the date of allotment - there is a Nil charge.

Tax benefits of investing in SBI Bluechip

The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).

About SBI Mutual Fund

Having 30 years of rich experience in fund management, SBI Mutual Funds is moving forward with their expertise. Their strong connection goes back to State Bank of India (SBI); India's largest bank.

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Frequently Asked Questions

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Start your investment

Min amount: ₹100

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.94 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns