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SBI BLUE CHIP FUND – Overview & Details | Equity Funds | Growth Funds 2013

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.

Key Benefit

  • 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.

Asset Allocation

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
Entry Load NA
Exit Load NIL
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