SBI Bluechip Fund

The SBI Blue Chip Fund is a prominent open-ended equity scheme from SBI Mutual Fund, designed for investors seeking long-term capital appreciation. This fund focuses its investments primarily on blue-chip companies, which are essentially the market leaders and well-established large-cap stocks in the Indian equity market. As of March 31, 2025, the Asset Under Management (AUM) of ₹49,394.17 Crore, reflecting the trust and confidence investors have placed in this scheme.

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What is SBI Blue Chip Fund?

SBI Blue Chip Fund is an open-ended equity scheme offered by SBI Mutual Fund. It primarily invests in a diversified portfolio of large-cap companies, which are the top 100 companies by market capitalization in India, as defined by SEBI (Securities and Exchange Board of India). The fund's objective is to provide investors with opportunities for long-term capital appreciation by actively managing its investments across various sectors.

List of Other SBI Mutual Funds in India

Fund Name Category Risk 1Y Returns Fund Size (in Cr)
SBI Balanced Advantage Fund Hybrid High 4.3% ₹34,015
SBI Long Term Equity Fund Equity Very High 1.9% ₹27,730
SBI Bluechip Fund Equity Very High 2.0% ₹49,394
SBI Contra Fund Equity Very High 0.4% ₹42,220
SBI Banking & Financial Services Fund Equity Very High 10.3% ₹7,111
SBI Consumption Opportunities Fund Equity Very High 6.4% ₹2,903
SBI Magnum Mid Cap Fund Equity Very High 2.6% ₹20,890
SBI Large & Midcap Fund Equity Very High 4.5% ₹29,416
SBI Multi Asset Allocation Fund Hybrid Very High 6.0% ₹7,673
SBI Dynamic Bond Fund Debt Moderate 10.8% ₹3,410

Overview of SBI Bluechip Fund

Particulars Details
Fund Name SBI Bluechip Fund
Fund House SBI Mutual Fund
Launched On 14 February 2006
Asset Under Management (AUM) ₹49394.18Cr 
Benchmark Index 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 April 2025) ₹90.99
Asset Allocation
  • Domestic Equities: 94.29%
  • Debt Securities: 0.13% (in Government Securities)
  • Other Cash Holdings: 5.58%
Systematic Investment Plan (SIP)  ₹500
Minimum Lump Sum Investment Amount ₹5,000
Minimum Additional Investment Amount ₹1000
Lock- in No Lock-in Period
Fund Manager
  • Saurabh Pant 
  • Pradeep Kesavan
Expense Ratio 0.83%
Exit Load Exit load of 1% if redeemed within 1 year

Top Holdings of SBI Bluechip Fund

Name Sector Instrument Assets
HDFC Bank Ltd. Financial Equity 10.24%
ICICI Bank Ltd. Financial Equity 7.92%
Reliance Industries Ltd. Energy Equity 5.68%
Larsen & Toubro Ltd. Construction Equity 5.23%
Infosys Ltd. Technology Equity 4.36%
Kotak Mahindra Bank Ltd. Financial Equity 4.04%
Eicher Motors Ltd. Automobile Equity 3.33%
Tata Consultancy Services Ltd. Technology Equity 3.33%
ITC Ltd. Consumer Staples Equity 3.32%
Divi's Laboratories Ltd. Healthcare Equity 3.19%

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top Sector Allocations of SBI Bluechip Fund

Sector % of Total Holdings
Financial 33.20%
Others 17.6%
Consumer Staples  9.5%
Automobile  8.8%
Technology  8.8%
Construction  8.7%
Energy  6.8%
Healthcare 6.6%

SBI Bluechip Fund Returns

1 Year 3 Year 5 Year All
Fund returns 2.0% 10.9% 21.9% 14.7%
Category average -1.0% 10.2% 20.9% NA

Documents Required to Invest in SBI Bluechip Fund

The following documents are required to invest in SBI Bluechip Fund:

  • Proof of Identity: PAN card, Aadhaar card, Driving license, Passport, Voter ID card

  • Proof of Address: Bank statement, Electricity bill, Telephone bill

  • 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, Valid Visa, NRE/ NRO Account Details

Steps to Invest in SBI Bluechip Fund

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.

Estimate SBI Bluechip Fund Returns with SIP Calculator

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.

FAQs

  • What is the expense ratio of SBI Bluechip Direct Plan Growth?

    The expense ratio refers to the yearly fee charged by the mutual fund company for managing your investments. For SBI Bluechip Direct Plan Growth, the current expense ratio is 0.83% as of 10 Apr 2025.

  • Can I invest in SBI Bluechip Direct Plan Growth through SIP or lump sum?

    Yes, you can choose to invest in this fund through either a Systematic Investment Plan (SIP) or a lump sum, depending on your financial goals and risk appetite.

  • What are the PE and PB ratios of SBI Bluechip Direct Plan Growth?

    The PE (Price to Earnings) ratio is calculated by dividing the stock’s market price by its earnings per share. The PB (Price to Book) ratio is derived by dividing the stock price by its book value per share (BVPS).

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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