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SBI Blue Chip Fund

Medium RiskMorning Star3 / 5
SBI Blue Chip Fund
Issued by:SBI Funds Management Private Limited
Unit Price (NAV) :
Minimum investment:
SBI Blue Chip Fund

SBI Blue Chip Fund

About this Fund

SBI Blue Chip Fund invests in a diversified portfolio of large cap companies with an aim to achieve long term capital appreciation.

SBI Blue Chip Fund9.54%6.90%8.51%

Projected Returns

Investment ofper month
gives returns of :
at 4.79% / annum
in 5 years
for a time period of
Returnsbased on historic SIP returns of 4.79% per annum
+ 4.79

Fund Details

Fund Size(AUM) i
Morningstar Ratings 3i
Asset class Equity
Category Large Cap Fund

Fund Portfolio Data & Volatility Analysis

Expense ratio 1.07i
Beta 0.97i
Standard Deviation 20.61i

About this Fund

Fund Manager

Sohini Andani

Ms.Andani is a B.Com (H) and C.A.She is managing the SBI Bluechip Fund since January 2013 and prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

Tax Implications

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.

Exit Load

1% for redemption within 365 days

SBI Blue Chip Fund