SBI BlueChip Fund – Direct Growth

Equity · Large Cap
 · ★★★★
Min Lumpsum
0.88 %
Expense Ratio
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Max: 5 yrs
  • Invested Amount
  • Wealth Gained
  • Expected Amount

Scheme Performance

Returns and Ranks ( as on 07 December 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.6% 18.7% 16.8% 15.7%
Category Average 15.4% 18.4% 16.1% -

Scheme Allocation

By Holding
By Sector
By Asset
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 9.68%
ICICI Bank Banks Equity 7.6%
Larsen & Toubro Infrastructure Developers & Operators Equity 5.63%
ITC Tobacco Products Equity 5.44%
Bajaj Finance Finance Equity 4.46%
Infosys IT - Software Equity 4.25%
Reliance Industr Refineries Equity 3.6%
Page Industries Readymade Garments/ Apparells Equity 3.11%
Britannia Inds. FMCG Equity 2.75%
Divi's Lab. Pharmaceuticals Equity 2.44%
Cholaman.Inv.&Fn Finance Equity 2.15%
Eicher Motors Automobile Equity 2.14%
M & M Automobile Equity 2.08%
Hind. Unilever FMCG Equity 2.06%
Bharti Airtel Telecomm-Service Equity 2%
Kotak Mah. Bank Banks Equity 1.98%
Maruti Suzuki Automobile Equity 1.88%
Shree Cement Cement Equity 1.83%
Sun Pharma.Inds. Pharmaceuticals Equity 1.8%
Hindalco Inds. Non Ferrous Metals Equity 1.55%
HDFC Life Insur. Insurance Equity 1.48%
Sona BLW Precis. Auto Ancillaries Equity 1.4%
UltraTech Cem. Cement Equity 1.4%
DLF Realty Equity 1.39%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.31%
Thermax Capital Goods-Non Electrical Equipment Equity 1.27%
Bajaj Auto Automobile Equity 1.23%
Cipla Pharmaceuticals Equity 1.15%
ICICI Pru Life Insurance Equity 1.14%
ICICI Lombard Insurance Equity 1.08%
Samvardh. Mothe. Auto Ancillaries Equity 1.05%
Axis Bank Banks Equity 1.02%
Tube Investments Auto Ancillaries Equity 1.01%
TVS Motor Co. Automobile Equity 0.97%
Schaeffler India Bearings Equity 0.96%
Avenue Super. Retail Equity 0.89%
SKF India Bearings Equity 0.88%
Hero Motocorp Automobile Equity 0.8%
Godrej Propert. Realty Equity 0.73%
Motherson Wiring Auto Ancillaries Equity 0.68%
Mankind Pharma Trading Equity 0.66%
Asian Paints Paints/Varnish Equity 0.54%
P I Industries Agro Chemicals Equity 0.53%
St Bk of India Banks Equity 0.44%
I O C L Refineries Equity 0.42%
Max Healthcare Healthcare Equity 0.37%
Jio Financial Finance Equity 0.34%
Life Insurance Insurance Equity 0.31%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.27%
H P C L Refineries Equity 0.26%
Diversified FMCG
View all Sectors
Sectors Asset
Banks 21.51%
Automobiles 8.73%
Diversified FMCG 7.6%
Finance 6.85%
Debt 5.33%
Construction 5.26%
IT-Software 4.93%
Petroleum Products 4.43%
Auto Components 4.35%
Insurance 4.09%
Textiles & Apparels 3.27%
Cement & Cement Products 3.05%
Food Products 2.75%
Industrial Products 2.51%
Realty 1.95%
Telecom-Services 1.86%
Non-Ferrous Metals 1.54%
Electrical Equipments 1.25%
Retailing 1.15%
Healthcare Services 0.38%
Cash & Others 0.28%
Others 0.1%
Reverse Repos
Net Curr Ass/Net Receivables

Advance Ratio


Exit Load

Exit Load 1.00% If redeemed/switched out within 1 year from the date of allotment. Nil if redeemed/switched out after 1 year form the date of allotment.

Fund Objective

SBI BlueChip Fund was launched on February 14, 2006, under the house of SBI Mutual Fund. The fund is of the open-ended Large Cap Equity type with the benchmark of the S&P BSE 100 Index. The SBI BlueChip Fund is known to have an average range of risks as well as returns.

As on September 30, 2022, the SBI Bluechip Fund contains about Rs 33,021.96 worth of Assets under Management. Over 80% of the corpus is usually invested in large-cap stocks, while 11-16% gets invested in mid-cap stocks (which can be considered as ‘Blue Chips’) to reap high returns. A total of 58 stocks are present from around 13 sectors here.

Ms. Sohini Andani has been managing this fund since September 2010.

Pros and Cons

Pros Cons
SBI BlueChip Fund has a diversified portfolio of equity asset classes that can help in capital growth and beating inflation There is a high amount of AUM entailed, which may slow down the returns availed.
Its open-ended scheme structure ensures fluent liquidity The equity market’s high volatility may lead to much erosion in the funding value it possesses
It can successfully exceed its benchmark with 11.2 % yearly returns.

Who should invest in SBI BlueChip Fund?

SBI Bluechip Fund is appropriate for investors who want to keep high-quality, professionally managed equities in their portfolios with room for development. Any investor desiring to do big in the share market business through long-term stable growth in robust assets should invest here.

The SBI BlueChip Fund is also appropriate for investors with a respectable risk factor and a favourable risk-to-return ratio because it has a reasonably modest risk factor.

The future of blue chip stocks is bright, and they can offer a far better return on a long-term investment without taking on significant risk. According to the Sharpe Ratio, there are better risk-adjusted returns of nearly 0.59 in the fund versus 0.56 in the category average.

Through SBI Bluechip Fund, both novice and seasoned investors can benefit from blue chip equities, as its balance fits into either type of investor’s conditions, being very flexible and affordable.

Benefits of SBI BlueChip Fund

The investor has the option of subscribing to the fund with a single payment or starting a handy SIP to pay over time. While the SIP starts with a minimal investment of just Rs. 500 each month, the minimum commitment amount for the lump sum method is Rs. 5000. The SIP mode also offers a variety of payment frequency options, including weekly, monthly, quarterly, semi-annually and annually.

  • SBI BlueChip Fund has made a fair allocation in mid-cap stocks that vary between 9-13%. This unique blend of medium and large-cap stocks allows the fund to maintain an equilibrium between poise and power, allowing it to advance in an organised manner.
  • SBI Bluechip Growth Fund holds five-star ratings, which guarantees that it has been much appreciated by experts and investors. Its top five holdings are in stock market giants, including, but not limited to, ITC, HDFC Bank, Mahindra & Mahindra, Larsen & Toubro, and Nestle India.
  • The SBI Bluechip fund portfolio is well-researched and diligently managed, ensuring broad diversification into different sectors like energy and power, financial, technology, healthcare, etc. At its pinnacle, this fund had achieved a growth of the monetary value of Rs. 34,622.39 Cr, which is approximately 10.94% of the investment in its category.

Fund Managers

Sohini Andani

Ms Sohini Andani has been working at joined SBI MF since 2007 and is currently the Research Head. Currently, she manages funds with an AUM of INR 36,724 crores. She worked at ING Investment Management, ASK Raymond James & Associates Private Limited, KR Choksey Shares & Securities Private Limited, LKP Shares & Securities Limited, and CRISIL.



Peer Comparison

Fund Name

AMC Contact Details

SBI Mutual Fund
8,28,312 Cr
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Email ID:

Frequently Asked Questions

How to invest in SBI BlueChip Fund – Direct Growth ?

You can invest in SBI BlueChip Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI BlueChip Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of SBI BlueChip Fund – Direct Growth ?

The NAV of SBI BlueChip Fund – Direct Growth is ₹82.5 as of 07 December 2023.

How to redeem SBI BlueChip Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of SBI BlueChip Fund – Direct Growth?

The minimum SIP amount of SBI BlueChip Fund – Direct Growth is ₹500

What are the top sectors SBI BlueChip Fund – Direct Growth has invested in?

The top sectors SBI BlueChip Fund – Direct Growth has invested in are
  1. Banks - 21.51%
  2. Automobiles - 8.73%
  3. Diversified FMCG - 7.6%
  4. Finance - 6.85%
  5. Debt - 5.33%

Can I make investments in both the SIP and Lump Sum schemes of SBI BlueChip Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of SBI BlueChip Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have SBI BlueChip Fund – Direct Growth generated ?

The SBI BlueChip Fund – Direct Growth has delivered 15.7% since inception

What is the expense ratio of SBI BlueChip Fund – Direct Growth ?

The expense ratio of SBI BlueChip Fund – Direct Growth is 0.88 % as of 07 December 2023.

What is the AUM of SBI BlueChip Fund – Direct Growth?

The AUM of SBI BlueChip Fund – Direct Growth is ₹8,28,312 Cr as of 07 December 2023

What are the top stock holdings of SBI BlueChip Fund – Direct Growth?

The top stock holdings of SBI BlueChip Fund – Direct Growth are
  1. HDFC Bank - 9.68%
  2. ICICI Bank - 7.6%
  3. Larsen & Toubro - 5.63%
  4. ITC - 5.44%
  5. Bajaj Finance - 4.46%

How can I redeem my investments in SBI BlueChip Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI BlueChip Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Is there any lock-in period for SBI BlueChip Fund - Direct Growth?

No, there is no lock-in period for SBI BlueChip Fund – Direct Growth.

Invest Now