SBI Bluechip Fund is a large-cap equity mutual fund scheme managed by SBI Mutual Fund. It is one of the most popular large-cap funds in India, with over Rs. 39,651 crores in Assets under Management (AuM). The SBI Bluechip Fund aims to provide you with long-term capital appreciation by primarily investing in a diversified portfolio of large-cap stocks. This fund is known for its stable and growth-oriented approach, which makes it a suitable choice for investors seeking a balanced blend of safety and growth potential in the Indian equity market.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
SBI Bluechip Fund is an open-ended equity scheme offered since 14 February 2006. It invests in a diversified basket of large-cap stocks, which are the top 100 companies in India by market capitalisation.
This fund offers moderate risk, as equity funds are inherently risky, but large-cap funds are less risky than mid-cap and small-cap funds.
SBI Bluechip Fund is suitable for investors who are looking to invest for at least 3-4 years.
|Fund Name||SBI Bluechip Fund|
|Fund House||SBI Mutual Fund|
|Launched On||14 February 2006|
|Asset Under Management (AUM)||Rs. 39,651 Crores|
|Benchmark Index||S&P BSE 100 TRI|
|Risk Category||Very High|
|Investment Objective||To help investors grow their capital over the long term by actively managing a diverse mix of large-cap stocks, as directed by SEBI/AMFI regulations.|
|Net Asset Value (as of 09 October 2023)||
|Market Cap Allocation||
|Systematic Investment Plan (SIP)||Available from Rs. 500|
|Minimum Lump Sum Investment Amount||Rs. 5,000|
|Minimum Additional Investment Amount||Rs. 1000|
|Lock- in||No Lock-in Period|
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
|Name of Holdings||% of Total Holdings (as of 08 October 2023)|
|Top 5 Equity Holdings (94.29%)|
|HDFC Bank Ltd.||10.24%|
|ICICI Bank Ltd.||7.90%|
|Larsen & Toubro Ltd.||5.26%|
|Top Debt Holdings (0.13%)|
|Government of India Securities (G-secs)||0.00%|
|Treasury Bills (T-Bills)||0.13%|
|Non-Convertible Debentures (NCDs) & Bonds||0.00%|
|Other Cash Holdings (5.58%)|
|Sector||% of Total Holdings|
|Investment Period||Annualised Returns (Regular)||Annualised Returns (Direct)|
|Returns Since Inception (RSI)||12.78%||13.40%|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
The following documents are required to invest in SBI Bluechip Fund:
Proof of Identity
Voter ID card
Proof of Address
KYC Form (This is a form that provides your personal and financial information)
Bank Account Details (Required if you are investing through a Systematic Investment Plan or SIP)
NRI/ OCI/ PIOs Documents
Overseas Address Proof
Valid NRI/ PIO Card
NRE/ NRO Account Details
Follow the steps mentioned below to start investing in SBI Bluechip Fund:
Step 1: Open a Demat and trading account with a registered stockbroker or financial institution.
Step 2: Complete the Know Your Customer (KYC) process by providing necessary documents like identity and address proof.
Step 3: Choose the SBI Bluechip Fund from the available mutual funds.
Step 4: Decide the investment amount and payment method (lump sum or SIP).
Step 5: Place your order to buy the fund units through your Demat account.
Step 6: Monitor your investment regularly and consider a long-term investment horizon for better returns.
You can use a Systematic Investment Plan Calculator or SIP Calculator to estimate potential returns from the Bluechip Fund. This tool helps you calculate the future value of your investments based on factors like your monthly SIP amount, the fund's historical performance, and the investment duration. It provides an estimate of the wealth you can accumulate over time through regular investments in the Bluechip Fund.
SBI Bluechip Fund
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SBI Small Cap Fund
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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