SBI Mutual Fund is offered by SBI Funds Management Private Limited. The latter is an asset management company (AMC) which is a joint venture of the State Bank of India (SBI) and AMUNDI (France). The State Bank of India is the largest bank in India. AMUNDI, on the other hand, is one of the leading fund management companies of the world. SBI Funds Management Private Limited has experience of about 30 years in fund management. SBI Mutual Fund Trustee Company Private Limited is the trustee company to SBI Mutual Fund. The SBI Blue Chip Fund - Regular Plan - Growth is one of the open-ended equity schemes that is offered by the asset management company (AMC).
Investment Objective of the SBI Blue Chip Fund - Regular Plan - Growth
The basic objective of the SBI Blue Chip Fund - Regular Plan - Growth scheme is to facilitate the growth of long-term capital through investments predominantly made in a wide category of large-cap equity stocks.
Key Features of the SBI Blue Chip Fund - Regular Plan - Growth
The main features of the SBI Blue Chip Fund - Regular Plan - Growth can be listed as follows:
|
Type of fund |
An open-ended equity scheme that primarily invests in large-cap stocks |
|
Plans available |
|
|
Options under each plan |
|
|
Risk |
Moderately High |
|
Systematic Investment Plan (SIP) |
Available |
|
Systematic Transfer Plan (STP) |
Available |
|
Systematic Withdrawal Plan (SWP) |
Available |
Investment Amount for the SBI Blue Chip Fund - Regular Plan - Growth
|
Minimum application amount (Non SIP) |
Rs.5,000 and in multiples of Re.1 subsequently |
|
Minimum additional investment (Non SIP) |
Rs.1,000 and in multiples of Re.1 subsequently |
|
Minimum instalment for Systematic Investment Plan (SIP) |
|
|
Minimum instalment for Systematic Withdrawal Plan (SWP) |
Rs.500 |
|
Minimum instalment for Systematic Transfer Plan (STP) |
Rs.500 |
|
Entry Load |
N/A |
|
Exit Load |
|
The minimum balance that is required to be maintained for the scheme is Rs.1,000.
Asset Allocation for the SBI Blue Chip Fund - Regular Plan - Growth
|
Type of security |
Indicative Allocations (percentage of total assets) |
Risk Profile |
|
|
Minimum |
Maximum |
High/Medium/Low |
|
|
Equity and instruments related to equity of large-cap companies |
80% |
100% |
High |
|
Other equities and instruments related to equity |
0% |
20% |
High |
|
Units which are issued by REITs and InvITs |
0% |
10% |
Medium to High |
|
Instruments of debt |
0% |
20% |
Medium |
|
Instruments related to Money Market |
0% |
20% |
Low |
NAV Disclosure and Benchmark for the SBI Blue Chip Fund - Regular Plan - Growth
The Net Asset Value or NAV is required to be calculated and published by the end of every working day. The NAV under the SBI Blue Chip Fund - Regular Plan - Growth is rounded off to 4 decimal places. The NAV is calculated by dividing the sum of the market and/or fair value of investments under the scheme and the current assets after deducting the current liabilities and provision by the number of units that are outstanding under the scheme on the day of valuation.
The NAV is required to be published in at least 2 national newspapers as per the recommendation of SEBI (Mutual Funds) Regulations, 1996. It is also published on the official SBI mutual fund website (www.sbimf.com) and the AMFI website (www.amfiindia.com).
The benchmark of the SBI Blue Chip Fund - Regular Plan - Growth scheme is S&P BSE 100 Index.
SBI Blue Chip Fund - Regular Plan - Growth Fund Manager
The SBI Blue Chip Fund - Regular Plan - Growth is managed by Ms. Sohini Andani. She has a Bachelor’s degree in Commerce along with a C.A. degree. She has been managing the fund since September 2010.
The dedicated fund manager who is responsible for managing the overseas investments is Mr. Mohit Jain.
Why should you invest in SBI Blue Chip Fund - Regular Plan - Growth?
The State Bank of India (SBI) is one of the largest and most trusted banks in India. The SBI Mutual Fund has more than 222 acceptance points all over India. If the main objective of an investor is to generate long-term capital growth, then the SBI Blue Chip Fund - Regular Plan - Growth scheme is a reliable option to invest in.
- Sbi Blue Chip Fund Direct Plan Dividend Option
- Sbi Blue Chip Fund Direct Plan Growth Option
- Sbi Blue Chip Fund Dividend Payout Direct Plan
- Sbi Blue Chip Fund Regular Plan Dividend Option
- Sbi Blue Chip Fund Regular Plan Dividend Payout
- Sbi Blue Chip Fund Regular Plan Growth Option
- Sbi Magnum Multicap Fund Direct Plan Dividend Option
- Sbi Magnum Multicap Fund Direct Plan Growth Option
- Sbi Magnum Multicap Fund Dividend Payout Direct Plan
- Sbi Magnum Multicap Fund Regular Plan Dividend Option
- Sbi Magnum Multicap Fund Regular Plan Dividend Payout
- Sbi Magnum Multicap Fund Regular Plan Growth Option
- Sbi Equity Hybrid Fund Dividend Direct Plan
- Sbi Equity Hybrid Fund Dp Direct Plan
- Sbi Equity Hybrid Fund Growth Direct Plan
- Sbi Equity Hybrid Fund Regular Dividend
- Sbi Equity Hybrid Fund Regular Dp
- Sbi Equity Hybrid Fund Regular Growth
- Sbi Small Cap Fund Dividend Direct Plan
- Sbi Small Cap Fund Growth Direct Plan
- Sbi Small Cap Fund Regular Dividend
- Sbi Small Cap Fund Regular Dr
- Sbi Small Cap Fund Regular Growth
- Sbi Magnum Global Fund Direct Plan Dividend Option
- Sbi Magnum Global Fund Direct Plan Dividend Payout
- Sbi Magnum Global Fund Direct Plan Growth Option
- Sbi Magnum Global Fund Regular Plan Dividend Option
- Sbi Magnum Global Fund Regular Plan Dividend Payout
- Sbi Magnum Global Fund Regular Plan Growth Option
- Sbi Focused Equity Fund Dividend Direct Plan
- Sbi Focused Equity Fund Dp Direct Plan
- Sbi Focused Equity Fund Growth Direct Plan
- Sbi Focused Equity Fund Regular Dividend
- Sbi Focused Equity Fund Regular Dp
- Sbi Focused Equity Fund Regular Growth
- Sbi Magnum Midcap Fund Direct Plan Dividend Option
- Sbi Magnum Midcap Fund Direct Plan Growth Option
- Sbi Magnum Midcap Fund Dividend Payout Direct Plan
- Sbi Magnum Midcap Fund Regular Plan Dividend Option
- Sbi Magnum Midcap Fund Regular Plan Growth Option
- Sbi Magnum Taxgain Scheme 1993 Direct Plan Dividend Option
- Sbi Magnum Taxgain Scheme 1993 Direct Plan Growth Option
- Sbi Magnum Taxgain Scheme 1993 Dividend Payout Direct Plan
- Sbi Magnum Taxgain Scheme 1993 Regular Plan Dividend Option
- Sbi Magnum Taxgain Scheme 1993 Regular Plan Dividend Payout
- Sbi Magnum Taxgain Scheme 1993 Regular Plan Growth Option
- Sbi Short Horizon Debt Fund Short Term Fund Retail Dividend Fortnightly
- Sbi Short Horizon Debt Fund Short Term Fund Retail Dividend Monthly Plan
- Sbi Short Horizon Debt Fund Short Term Fund Retail Dividend Weekly Plan
- Sbi Short Horizon Debt Fund Short Term Fund Retail Growth Option
- Sbi Infrastructure Fund Direct Plan Dividend Option
- Sbi Infrastructure Fund Direct Plan Dividend Payout
- Sbi Infrastructure Fund Direct Plan Growth Option
- Sbi Infrastructure Fund Regular Plan Dividend 6 7 2007
- Sbi Infrastructure Fund Regular Plan Dividend Payout
- Sbi Infrastructure Fund Regular Plan Growth 6 7 2007
- Sbi Large And Midcap Fund Dividend Direct Plan
- Sbi Magnum Equity Esg Fund Dividend Direct Plan
- Sbi Magnum Equity Esg Fund Dp Direct Plan
- Sbi Magnum Equity Esg Fund Growth Direct Plan
- Sbi Magnum Equity Esg Fund Regular Dividend
- Sbi Magnum Equity Esg Fund Regular Dp
- Sbi Magnum Equity Esg Fund Regular Growth
- Sbi Savings Fund Direct Plan Daily Dividend Option
- Sbi Savings Fund Direct Plan Dividend Option
- Sbi Savings Fund Direct Plan Growth Option
- Sbi Savings Fund Direct Plan Weekly Dividend Option
- Sbi Savings Fund Dividend Payout Direct Plan
- Sbi Savings Fund Regular Plan Daily Dividend Option
- Sbi Savings Fund Regular Plan Dividend Option
- Sbi Savings Fund Regular Plan Dividend Payout Option
- Sbi Savings Fund Regular Plan Growth Option
- Sbi Savings Fund Regular Plan Weekly Dividend Option
- Sbi Savings Fund Weekly Dividend Payout Direct Plan
- Sbi Gold Fund Direct Plan Dividend Option
- Sbi Gold Fund Direct Plan Growth Option
- Sbi Gold Fund Dividend Payout Direct Plan
- Sbi Gold Fund Regular Plan Dividend Option
- Sbi Gold Fund Regular Plan Dividend Payout
- Sbi Gold Fund Regular Plan Growth Option
- Sbi Etf Gold
- Sbi Magnum Low Duration Fund Dd Direct Plan
- Sbi Magnum Low Duration Fund Direct Dividend
- Sbi Magnum Low Duration Fund Fd Direct Plan
- Sbi Magnum Low Duration Fund Fd
- Sbi Magnum Low Duration Fund Fdp Direct Plan
- Sbi Magnum Low Duration Fund Fdp
- Sbi Magnum Low Duration Fund Growth Direct Plan
- Sbi Magnum Low Duration Fund Growth
- Sbi Magnum Low Duration Fund Institutional Direct Dividend
- Sbi Magnum Low Duration Fund Institutional Growth
- Sbi Magnum Low Duration Fund Institutional Weekly Dividend
- Sbi Magnum Low Duration Fund Monthly Dividend Direct Plan
- Sbi Magnum Low Duration Fund Monthly Dividend Plan Direct Plan
- Sbi Magnum Low Duration Fund Monthly Dividend
- Sbi Magnum Low Duration Fund Wdp Direct Plan
- Sbi Magnum Low Duration Fund Weekly Dividend Direct Plan
- Sbi Magnum Low Duration Fund Weekly Dividend
- Sbi Psu Fund Direct Plan Dividend Option
- Sbi Psu Fund Direct Plan Growth Option
- Sbi Psu Fund Dividend Payout Direct Plan
- Sbi Psu Fund Regular Plan Dividend Option
- Sbi Psu Fund Regular Plan Dividend Payout
- Sbi Psu Fund Regular Plan Growth Option
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