SBI Bluechip Fund, Equity - Large Cap
Open - Ended Equity Scheme predominantly investing in the large cap stocks Investment Objective To provide investors with opportunities for long-term growth in capital through an activ management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time). Fund Details Type of Scheme An open-ended equity Scheme predominantly investing in large cap stocks. Date of Allotment: 14/02/2006 Report As on : 31/03/2020 AAUM for the Month of March 2020 Rs. 18,966.68 Cores AUM as on March 31,2020 Rs. 17,120.76 Crores Fund Manager : Ms. Sohini Andani Managing Since: Sep-2010 Total Experience: Over 23 Year Banchmark: S&P BSE 100 Index Exit Load: For exit within 1 Year from the date of allotment- 1%, for exit after 1 year from the date of allotment -Nil Entry Load: N.A. Plans Availabe : SBI bluechip regular, sbi bluechip direct Options: sbi bluechip growth, sbi bluechip dividend SIP Any Day SIP Facility- is available for Monthly, Quarterly, Semi-Annual and Annual Frequencies through electronic mode like OTM/ Debit Mandate. Default SIP date will be 10th . In case the SIP due date is a Non Business Day, then the immediate following Business day will be considered for SIP processing . Weekly - Minimum 1000 & in multiples of 1 thereafter for a minimum of 6 installments. Monthly - Minimum 1000 & in multiples of 1 thereafter for minimum six months (or) minimum 500 & in multiples of 1 thereafter for minimum one year. Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum one year. Semi Annual - Minimum 3000 & in multiples of 1 thereafter for a minimum of 4 installments. Annual - Minimum 5000 & in multiples of 1 thereafter for a minimum of 4 installments Minimum Investment Rs. 5000 & in Multiples of Rs.1 Additional Investment Rs.1000 & in Multiples of Rs.1 Quantitative Data Standard Deviation : 18.56%, Beta :0.97%, Sharpe Ratio :-.38, PortfolioTurnover* EquityTurnover :0.23 TotalTurnover :0.72
SBI Bluechip Fund, Equity - Large Cap |
Open - Ended Equity Scheme predominantly investing in the large cap stocks |
| Investment Objective |
To provide investors with opportunities for long-term growth in capital through an activ management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time). |
| Fund Details |
| Type of Scheme |
| An open-ended equity Scheme |
| predominantly investing in large cap stocks. |
| Date of Allotment: 14/02/2006 |
| Report As on : 31/03/2020 |
| AAUM for the Month of March 2020 |
| Rs. 18,966.68 Cores |
| AUM as on March 31,2020 |
| Rs. 17,120.76 Crores |
| Fund Manager : Ms. Sohini Andani |
| Managing Since: Sep-2010 |
| Total Experience: Over 23 Year |
| Banchmark: S&P BSE 100 Index |
| Exit Load: |
| For exit within 1 Year from the date of allotment- 1%, for exit after 1 year from the date of allotment -Nil |
| Entry Load: N.A. |
| Plans Availabe : SBI bluechip regular, sbi bluechip direct |
| Options: sbi bluechip growth, sbi bluechip dividend |
| SIP |
| Any Day SIP Facility- is available for Monthly, Quarterly, Semi-Annual and Annual Frequencies through electronic mode like OTM/ Debit Mandate. Default SIP date will be 10th . In case the SIP due date is a Non Business Day, then the immediate following Business day will be considered for SIP processing . |
| Weekly - Minimum 1000 & in multiples of 1 thereafter for a minimum of 6 installments. Monthly - Minimum 1000 & in multiples of 1 thereafter for minimum six months (or) minimum 500 & in multiples of 1 thereafter for minimum one year. |
| Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum one year. Semi Annual - Minimum 3000 & in multiples of 1 thereafter for a minimum of 4 installments. |
| Annual - Minimum 5000 & in multiples of 1 thereafter for a minimum of 4 installments |
| Minimum Investment |
| Rs. 5000 & in Multiples of Rs.1 |
| Additional Investment |
| Rs.1000 & in Multiples of Rs.1 |
| Quantitative Data |
| Standard Deviation : 18.56%, Beta :0.97%, Sharpe Ratio :-.38, |
| PortfolioTurnover* |
| EquityTurnover :0.23 TotalTurnover :0.72 |
Start SIP
if you want your portfolio create your account in BSE Stare MF WITH MUTUAL FUND STATUS
No comments:
Post a Comment
Pleas do note enter any spam link in the comment box.