Scheme Objective
To provide investors with opportunities forlong-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
The fund invests a minimum of 80% in Large Cap Stocks.
- SBI Blue Chip Fund aims to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity
- The fund invests a minimum of 80% in large cap stocks*. Generally, Large cap stocks are well established companies having good brand equity and are possibly market leaders in their industries
- SBI Blue Chip Fund has the flexibility to invest up to 20% in equities other than large caps or debt and/or money market instruments
- The fund follows a blend of growth and value style of investing with a combination of top down and bottom-up investment strategy for stock selection across sectors
*Large Cap Stocks are – 1st -100th company in terms of full market capitalization.
AUM as on 31 Aug 2023
₹ 38,881.79 Cr
Benchmark Scheme Benchmark: S&P BSE 100 TRI Additional Benchmark: S&P BSE Sensex TRI
Launch Date : 14-Feb-2006
Expense Ratio : 1.57%
Investment Criteria
Min Lumpsum : ₹5,000
& in multiples of 1
Min Additional Lumpsum :₹1,000
& in multiples of 1
Min SIP Amount : ₹500
Suitable For Long-Term Capital Appreciation
To Invest in this Fund – Call /Whatsapp : 9447 966768
mail us : oharionline@gmail.com