Insights of SBI Bluechip Fund

Mutual Fund

SBI Bluechip Fund is an open-ended equity fund which provides opportunities to invest in long term capital growth.Under the SBI Bluechip Fund portfolio, money is invested in a diversified mix of debt and money-related instruments, along with equity related instruments. SBI Bluechip Fund growth mainly focuses on large-cap equity stocks with diversified allocation.

SBI Bluechip Fund scheme was launched on 14th February 2006 with a benchmark of S&P BSE 100. This scheme has invested almost 70% of its assets in equity related instruments and remaining 30% in a mix of money market instruments, fixed or floating rate debt instruments and foreign securities. You can invest a minimum of Rs. 500 in SBI Bluechip Fund sip. Investing in SBI Bluechip Fund regular growth helps in earning a good amount of return without the headache of market research.

SBI Bluechip Fund Investment Strategy

  • SBI Bluechip Mutual Fund portfolio follows a bottom-up investment strategy.
  • SBI Bluechip Fund portfolio focuses on sector dynamics.
  • Also, it Focuses on alpha generation through better stock selection within sectors.
  • SBI Bluechip Fund growth is better than SBI Bluechip Fund dividend.
  • Based on SBI Bluechip Fund review, 80% to 100% of investments are in large caps with 1 year perspectives.
  • Up to 20% of investments are in mid-caps with 2-3 year perspectives.
  • Depending on SBI Bluechip Fund review, stocks are selected based on the following parameters:
  • SBI Bluechip Fund performance should be consistent in terms of organic growth and capital allocation.
  • Changes in leadership.
  • After monitoring key strategic management decisions.
  • SBI Bluechip Fund nav gives us an idea of the fund’s performance. 
  • SBI Bluechip Fund regular growth investment option is ideal for novice investors.

Top 5 Sectors of SBI Bluechip Fund

S.No. Holding Name Net Assets (in %)
1 Bank – Private 19.38
2 IT – Software 7.27
3 Miscellaneous 7
4 Refineries 6.24
5 Engineering – Construction 5.37

(as on 26/03/2019)

Top 10 Holdings of SBI Bluechip Fund

S.No. Holding Name Net Assets (in %)
1 HDFC Bank Ltd. 8.89
2 TREPS 6.23
3 Larsen & Toubro Ltd. 5.11
4 ITC Ltd. 4.93
5 ICICI Bank Ltd. 4.56
6 Housing Development Finance Corporation Ltd. 4.28
7 Infosys Ltd. 3.52
8 Nestle India Ltd. 3.31
9 Reliance Industries Ltd. 2.86
10 Axis Bank Ltd. 2.83

(as on 26/03/2019)

SBI Bluechip Fund Details

Launch Date- February 14, 2006

 Fund Manager- Ms. Sohini Andani

Risk- Moderately High

Benchmark- S&P BSE 100 Index

Return Since Launch- 10.83%

AUM- Rs. 20406.2 crore (as on 28th Feb, 2019)

Let’s have a look at SBI Bluechip Fund Performance-

  1-Year 3-Year 5-Year 10-Year
Fund 3.12 11.55 15.34 17.29
S&P BSE 100 TRI 11.39 15.63 13.47 16.30
Category 9.89 14.12 12.79 15.10
Rank within Category 81 67 6 7
Number of funds in category 91 76 62 38
As on Mar 27, 2019

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