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 |
