Should I invest in SBI Bluechip Fund?
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By investing the capital of the investors in the large-sized companies, SBI Bluechip Fund aims to develop consistent growth opportunities. The large-cap companies having high market holdings and great leadership position tend to help SBI Blue Chip Fund to fetch desirous growth. The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon. SBI Blue Chip Fund G is among the widely chosen large cap fund which has satisfied thousands of investors in the past.
After a remarkable performance in and , it marked its presence in the portfolio of several investors. It seeks to generate long-term capital appreciation through large-cap stocks but also has considerable influence over mid-cap companies.
In the equity market, stock is called as the blue-chip if the company is well established and has shown an excellent financial performance. These are considered as low risk companies and much reliable equity stocks. They are generally large-cap companies, but some of the bluechip stocks can be found in mid-cap as well as small-cap section. SBI Bluechip Fund invests in the stocks of bluechip companies which can generate profit in the favourable as well as adverse economic conditions and assist in the growth of the economy.
These companies have a significant business presence, good reputation, and are possibly the market leaders in their respective sector. The fund comprises a well-diversified portfolio of predominantly large-cap companies with steady growth potential. The fund manager Ms Sohini Andani follows the growth style of investment.
A total of 58 stocks are present from 13 sectors. She has led the fund to beat the benchmark for 6 out of 7 years under her management.
The massive returns have been generated in the favourable market while the negative market has been navigated smartly by active management. Ms Andani is a B. The initial years after the inception of SBI Blue Chip Mutual Funds was below expectations as the great recession of thrashed the equity market. But the recovery was rapid as the fund provided outstanding returns in the following years. The benchmark has been beaten the majority of the times while the trailing returns of the longer tenure have been impressive and above the benchmark and peers most of the time.
It is likely to perform well in the favourable market condition while the returns in the negative market trends are expected to be lesser than that of the benchmark. SBI Blue chip Fund has impressive statistics when the risk parameters are concerned. Despite the involvement of the mid-cap stocks, the risk is lesser than the average of other schemes of the category as the stocks from cyclical sectors are mostly chosen which have a promising potential for growth. Due to the involvement of a large number of blue-chip stocks, the risk factor is comparably lower than other large-cap stocks as the companies in which the fund manager has invested in are well established and financially stable to resist the volatility of the equity market.
It provides better returns compared to the risk involved which is the reason why many experts suggest this scheme to the new as well as experienced investors. SBI Bluechip Fund is suitable for the investors who want to keep quality stocks in the portfolio with growth potential which are managed professionally.
The bluechip stocks have a promising future and can provide a much better return for long-term investment without exposing to high risk. It has a moderately low-risk factor and is ideal for the investors with a decent risk factor and a good risk to reward ratio.
Investors can also get the benefits of:. If you are desirous of achieving success in your investment and want to transform your monies into wealth, then SBI BlueChip Fund is the best scheme for you. Have you invested in these stocks? You can track them better in your Portfolio. Keep me signed in Forgot Password? Below average performance in the category The scheme is ranked 4 in Large Cap Fund category by Crisil for quarter ended Sep down from Rank 3 last quarter.
Load Details Entry Load N. A Exit Load 1. A Money Market 0. Oct 03, at Jun 27, at Morningstar An investor should give a bigger allocation to largecap funds in his portfolio because they hold low Apr 13, at