SBI Funds Management Private Limited

SBI Blue Chip Fund-Regular Plan Growth

EquityLarge Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return5.9%
  • 3 yr return17.2%
  • 5 yr return10.6%
  • Expense Ratio1.63%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees29983.4
  • NAVRupees60.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Analysis

About SBI Bluechip Fund

SBI Bluechip Fund is an open-ended equity scheme primarily investing in the stocks of large-cap companies.

Investment Objective

The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity & equity-related securities of large-cap companies.

Benchmark

The Benchmark of the scheme is S&P BSE 100 Index TRI.

Investment Details

ParticularsMinimum Amount
Minimum Application AmountRs.5,000 & in multiples of Rs.1 thereafter
Minimum Additional InvestmentRs.1000 & in multiples of Rs.1 thereafter

SIP Details

TypeMinimum AmountMinimum Installments
WeeklyRs.1,000 & in multiples of Rs.1 thereafter6
MonthlyRs.1,000 & in multiples of Rs.1 thereafter6
Rs.500 & in multiples of Rs.1 thereafter12
QuarterlyRs.1,500 & in multiples of Rs.1 thereafter4
Semi-AnnualRs.3,000 & in multiples of Rs.1 thereafter4
YearlyRs.5,000 & in multiples of Rs.1 thereafter4

Loads

Entry Load: Nil

Exit Load:

If units are redeemed or switched out within 1 year - 1%

If units are redeemed or switched out after 1 year - Nil

Suitability

SBI Bluechip Fund is suitable for investors with moderate to high-risk appetite looking to invest for a period of 5 years & above. 

Taxation:

As the fund predominantly invests in equity securities, SBI Bluechip Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:

  • If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.
  • If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.

SBI Bluechip Fund’s Asset Allocation

Under normal conditions, the pattern of asset allocation is as follows:

AssetsMinimum indicative allocation (% of total assets)Maximum indicative allocation (% of total assets)Risk Profile
Equity & Equity related securities of Large-cap companies 80100High 
Equity & Equity related securities of other companies 020High
Debt instruments020Moderate
Money market instruments020Low
REITs & InVITs010Moderate to High

Who should invest in SBI Bluechip Fund?

Large-cap funds are those equity mutual funds that invest in the equity & equity-related securities of the Top 100 companies in terms of market capitalization. These companies have strong balance sheets, large market shares & organized management which makes them leaders in their sectors. 

Investments in SBI Bluechip Fund can be made by investors who want to invest in established entities with a track record of excellent performance for a long period of time. The large size of the underlying holdings makes investments in these funds relatively stable as compared to investments in other equity fund categories.

Investors looking to invest in equity funds with relatively low volatility could consider investments in this fund. The fund can be a good investment for an investor’s core equity portfolio.

Eligibility - Who can invest? 

The following people are eligible for investing in this scheme:

  • Indian Resident Adults (single holder or on a joint basis)
  • Hindu Undivided Family
  • Partnership entities
  • Limited Liability Partnership units
  • Minor through parent or a legal guardian
  • Sole Proprietor
  • Corporates, PSUs & others.
  • NRIs/POIs/OCIs
  • Banks & Financial Institutions
  • Religious & Charitable Trusts
  • Defense & paramilitary units
  • Foreign Portfolio Investors
  • Pension/Provident/Gratuity Funds
  • Trustee, AMCs or Sponsors
  • Other schemes of SBI or other mutual funds
  • Alternative Investment Funds
  • Others

How to invest SBI Bluechip Fund?

You can invest in SBI Bluechip Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.

More Information:

SBI Small Cap Fund Regular Plan
SBI Equity Hybrid Fund Regular Plan Growth
SBI Focused Equity Fund Regular Plan
SBI Magnum Multicap Fund Regular Plan
Best Large Cap Mutual Funds to Invest
 

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Investment Objective

To Provide Investors With Opportunities For Long-Term Growth In Capital Through An Active Management Of Investments In A Diversified Basket Of Large Cap Equity Stocks (As Specified By Sebi/Amfi From Time To Time).

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 7.9
  • ICICI Bank Ltd. 7.1
  • Infosys Ltd. 5.4
  • Reliance Industries Ltd. 5.2
  • TREPS 4.8
  • ITC Ltd. 4.2
  • Larsen & Toubro Ltd. 3.9
  • HCL Technologies Ltd. 3.6
  • Housing Development Finance Corporation Ltd. 3.5
  • State Bank of India 2.8
  • Divi's Laboratories Ltd. 2.7
  • Sectors %
  • Banks21
  • Automobiles12.9
  • Internet and Technology9.2
  • Petroleum Products6.7
  • Pharmaceuticals5.9

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