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Wednesday, January 13, 2016

SBI Blue Chip Fund – Large Cap Fund

 

SBI Blue Chip Fund – Invest Online

 

    • Fund type: Open ended.
    • Investment plan: Growth.
    • Benchmark: S&P BSE 100
    • Load details:
      • Entry Load: None.
      • Exit Load: 1.00%.
    • Asset breakup:
      • Equity: 85.85%
      • Others: 0.84%
      • Mutual Funds: 1.75%
      • Money Market: 13.40%
      • Cash / Call: -1.84%
    • Investment portfolio:
      • Banking & Financial Services: 25%
      • Money Market: 13%
      • Automotive: 10%
      • Pharmaceuticals: 10%
      • Engineering & Capital Goods: 8%
      • Oil & Gas: 7%
      • Information Technology: 7%
      • Cement and Construction: 4%
      • Food & Beverages: 3%
      • Consumer non-durables: 3%
      • Chemicals: 2%
      • Telecommunication: 2%
      • Metal & Mining: 2%
      • Manufacturing: 2%
      • Conglomerates: 1%
      • Others / Unlisted: 1%
    • Total asset size: Rs.1,737.07 crore (as on June 30th, 2015)
    • Fund performance:
    • This fund has provided consistently higher returns (during all timeframes) than the category average. The highest being 10.9% above the category average, in 2 previous years. The below table illustrates the returns on average as against the category and benchmark returns:

      Category6 months1 year2 years3 years5 years
      Fund Returns-3.5%14.2%37.1%23.3%13.4%
      Category Average-7.2%5.5%26.2%15.2%7.8%
      Difference of fund returns and category returns3.7%8.7%10.9%8.1%5.6%
      Best of category3.2%21.5%44.8%29.1%13.6%
      Worst of category-14.8%-7.1%10.2%6.3%3.1%
      Benchmark Returns #-9.7%-0.5%20.5%14.2%7.0%
      Difference of fund returns and benchmark returns6.2%14.7%16.6%9.1%6.4%
    • Fund performance as compared to peers:
    • Type: Large Cap
      Funds6 months1 year3 years5 years
      HDFC Top 200 Fund-10.2%-1.1%17.4%9.2%
      HDFC Top 200 Fund – Direct-9.9%-0.5%n/an/a
      Birla SL Frontline Equity-7.7%8.4%21.7%12.5%
      Birla SL Frontline Equity – Direct-7.3%9.3%n/an/a
      Franklin India Blue Chip – Direct-4.8%10.4%n/an/a
    • Top 10 holdings:
    • Asset %Value (in Rs. Crore)EquitySector
      8.26%Rs.197.53 croreHDFC BankBanking / Finance
      5.71%Rs.136.41 croreMaruti SuzukiAutomotive
      5.17%Rs.123.63 croreRelianceOil & Gas
      3.55%Rs.84.94 croreSun PharmaPharmaceuticals
      3.43%Rs.81.93 croreInfosysInformation Technology
      3.00%Rs.71.63 croreLarsenEngineering & Capital Goods
      2.48%Rs.59.30 croreIndusInd BankBanking / Finance
      2.40%Rs.57.38 croreAxis BankBanking / Finance
      2.39%Rs.57.22 croreStrides ArcolabPharmaceuticals
      2.21%Rs.52.71 croreTCSInformation Technology
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