SBI Bluechip Fund Direct Growth is a large-cap equity mutual fund that invests in blue-chip companies, which are well-established companies with a track record of stable earnings and strong fundamentals. This investment option aims to provide long-term capital appreciation to investors who are looking for a relatively low-risk investment option with the potential for consistent returns. Blue-chip stocks are generally considered to be safer compared to small-cap and mid-cap stocks, but they may also have limited growth potential.SBI Bluechip Fund Direct Growth is suitable for investors who are seeking long-term wealth creation and are willing to stay invested for a longer duration. This mutual fund is managed by experienced professionals who use a mix of growth and value strategies to create a diversified portfolio of blue-chip companies across different sectors.
Expense ratio | 0.85% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹44819 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 17% |
Size breakup
SBI Bluechip Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.47% | 1.47% |
6 Month Returns | 17.12% | 17.12% |
1 Year Returns | 26.05% | 26.05% |
3 Years Returns | 61.92% | 17.43% |
5 Years Returns | 113.35% | 16.36% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Bluechip Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Bluechip Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Bluechip Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Bluechip Fund Direct Growth | 10 | 11.68 | 18.46 |