SBI Blue Chip Fund invests in stocks of bluechip companies i.e. in stocks of companies with market capitalization equal to or more than the least market capitalized stock of BSE 100 Index. These companies have large business presence, good reputation and are possibly market leaders in their industries. The fund comprises of a well diversified portfolio of predominantly large cap companies, with steady growth potential opportunity.
Objective: The objective of the scheme would be to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.
The investments are limited to stocks with market capitalization equal to or more than the least market capitalized stock of BSE 100 Index.
- SBI Blue Chip Fund generally invests in large reputed Indian companies.
Who can invest?
SBI Blue Chip fund constructs its portfolio with bluechip stocks and benefits investors who want relative stability and lower volatility in their equity portfolio.
|Instrument||Normal Allocation (% of Net Assets)||Risk Profile|
|Equities and equity related instruments including derivatives||70% – 100%||High|
|Foreign Securities / ADR / GDR||0 % – 10 %||High|
|Fixed / Floating Debt Instruments||0% – 30%||Medium|
|Money Market Instruments||0 % – 30 %||Low|
|Date of Inception||17/02/2006|
|Minimum Application||Rs. 5000 and in multiples of Rs. 1000|
|SIP||Rs. 100/month – 60 months,
Rs. 500/month – 12 months,
Rs.1000/month – 6months,
Rs.1500/quarter – 12 months
|SWP||Rs. 500/- per month or per quarter|