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 | 2.85% | 2.85% |
6 Month Returns | 11.06% | 11.06% |
1 Year Returns | 26.07% | 26.07% |
3 Years Returns | 58.28% | 16.54% |
5 Years Returns | 108.3% | 15.81% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Bluechip Fund Direct Growth | -1.66 | 0.11 | 0.32 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Bluechip Fund Direct Growth | 0.95 | 0.89 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Bluechip Fund Direct Growth | 1.97 | 0.91 | 0.64 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Bluechip Fund Direct Growth | 10.42 | 11.77 | 18.46 |