Last NAV: 38.4953

SBI BLUECHIP FUND   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks 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 stocks (as specified by SEBI/AMFI from time to time).

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
10.45% 15.10% 11.48% 4.07% 3.38% 6.18%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.54 0.69 0.17 19.42% -61.45% 62.03%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Large Cap
AUM INR   20,395.48   Cr.
Inception Date 20/01/2006
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2006 0.00 1.20 6.32 2.51 -11.06 -2.34 -0.63 8.82 6.18 3.00 3.27 0.09 17.10
2007 1.11 -9.46 1.68 6.33 5.00 0.00 4.68 -1.57 10.77 12.46 -0.26 7.32 42.78
2008 -16.87 -0.36 -10.97 6.65 -5.55 -17.15 5.05 1.76 -12.00 -20.87 -8.62 7.43 -55.02
2009 -2.53 -4.64 9.44 14.25 34.10 -1.02 8.10 1.28 7.80 -6.72 6.26 4.13 87.90
2010 -4.67 -0.89 5.62 1.06 -3.86 4.53 0.56 1.04 8.87 1.01 -3.44 2.33 11.89
2011 -11.01 -4.98 8.90 0.41 -2.39 0.49 -1.32 -7.84 -2.07 5.25 -6.77 -4.39 -24.23
2012 10.60 4.30 -0.29 0.07 -4.28 5.61 1.58 2.33 6.69 0.45 5.22 1.35 38.23
2013 1.87 -4.16 -0.11 3.58 0.37 -3.35 -2.54 -4.99 6.21 9.56 -0.98 2.91 7.58
2014 -1.52 3.26 5.62 0.28 9.07 7.52 2.17 4.41 2.78 3.87 3.57 -0.76 47.86
2015 6.24 1.35 0.04 -2.88 2.66 0.52 3.34 -5.41 -0.14 1.80 -0.09 0.75 7.99
2016 -3.59 -7.64 10.23 2.09 4.33 1.42 5.48 1.50 -0.49 0.81 -5.96 -2.10 4.83
2017 4.73 3.55 3.82 2.62 1.75 -0.35 4.95 -0.28 -1.93 4.60 0.61 2.94 30.23
2018 1.03 -3.40 -1.78 5.80 -2.22 -2.44 4.51 2.20 -8.64 -3.07 4.46 0.33 -4.11
2019 -2.30 -0.35 6.18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.38
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

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