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SBI Blue Chip Fund vs SBI Focused Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

31.25%

VS

3Y Return

18.13%

ParameterASBI Blue Chip Fund - Direct Plan - GrowthBSBI Focused Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundSBI Mutual Fund
CategoryLarge CapMulti Cap
NAV (โ‚น)101.68432.21
AUM (โ‚น Cr)5.35 Lac Cr4.60 Lac Cr
Expense Ratio (%)0.79%1.47%
RiskometerVery HighVery High
Volatility11.3513.25
Sharpe Ratio2.180.88
1 Year Return (%)9.84%12.11%
3 Year Return (%)31.25%18.13%
5 Year Return (%)25.25%15.02%
Since Launch (%)12.02%15.63%
Min SIP (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date3 January 20132 January 2013
Exit LoadNilNil
Fund ManagerPradeep Kesavan; Saurabh Pant (2.5 years yrs)Pradeep Kesavan; Rama Iyer Srinivasan (17.0 years yrs)
BenchmarkBSE 100 Total Return IndexNifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsHDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%)Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%)
Asset AllocationEquity: 97.26% | T-Bills: 0.78%Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16%
Portfolio Turnover8%45%

Why consider SBI Blue Chip Fund?

  • Expense ratio: 0.79%
  • 3Y return: 31.25%
  • AUM: 5.35 Lac Cr
  • Sharpe Ratio: 2.18

Why consider SBI Focused Fund?

  • Expense ratio: 1.47%
  • 3Y return: 18.13%
  • AUM: 4.60 Lac Cr
  • Sharpe Ratio: 0.88

SIP Calculator โ€“ Compare Growth Potential

SBI Blue Chip Fund

โ‚น4110903.05

@31.3% annual return (3Y)

SBI Focused Fund

โ‚น1695258.29

@18.1% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.