Category: Equity: Large Cap |
Launch Date: 01-02-2006 |
Asset Class: Equity |
Benchmark: BSE 100 |
Expense Ratio: 1.48% As on (30-09-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 5,327.61 Cr As on (30-09-2024) |
Turn over: 21 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
SBI Blue Chip Fund-Regular Plan Growth | 26.95 | 12.44 | 16.65 | 13.27 | 12.39 |
BSE 100 | 28.01 | 11.63 | 16.01 | 11.67 | 15.99 |
Equity: Large Cap | 30.85 | 12.36 | 16.3 | 12.39 | 14.89 |
Saurabh Pant, Pradeep Kesavan
The scheme would invest in stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
SBI Blue Chip Fund-Regular Plan Growth | 11.31 | 0.75 | 1.3 | 0.9 | - | - |
Equity: Large Cap | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
SBI Blue Chip Reg Gr | 01-02-2006 | 26.95 | 18.14 | 12.44 | 16.65 | 13.27 |
Quant Large Cap Fund Reg Gr | 08-08-2022 | 38.83 | 22.58 | 0.0 | 0.0 | 0.0 |
DSP Top 100 Equity Reg Gr | 05-03-2003 | 38.0 | 23.96 | 15.19 | 15.59 | 11.57 |
Bandhan Large Cap Reg Gr | 09-06-2006 | 36.18 | 21.2 | 12.98 | 17.19 | 11.78 |
BARODA BNP PARIBAS LARGE CAP Fund Gr | 01-01-2013 | 36.17 | 22.54 | 14.84 | 17.72 | 13.45 |
WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 36.13 | 0.0 | 0.0 | 0.0 | 0.0 |
JM Large Cap Gr | 01-04-1995 | 35.3 | 23.74 | 15.56 | 18.27 | 11.62 |
Invesco India Large Cap Gr | 21-08-2009 | 35.27 | 22.48 | 13.04 | 17.8 | 13.11 |
Taurus Large Cap Reg Gr | 28-02-1995 | 34.61 | 18.34 | 13.58 | 15.07 | 10.17 |
ICICI Pru BlueChip Gr | 05-05-2008 | 33.85 | 23.11 | 16.26 | 19.19 | 13.99 |
Portfolio as on