sbi bluechip fund vs sbi small cap fund

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to … SBI large-cap funds Rating 1-year return 3-year return 5-year return 10-year return; SBI bluechip fund: 4 stars-0.52: 6.19: 8.93: 11.44 Terms & Conditions.Processing...Get Started. The price of real estate infrastructure was increasing day by day. Get a detailed comparison of Axis Bluechip Fund Vs SBI Blue Chip Fund on Underlying assets quality, Returns performance, NAV, Expense Ratio, Top 10 Holdings %, Active Share & many more parameters, only on MoneyWorks4me. The NAV of SBI Blue Chip Fun… SBI Small Cap Fund: Check SBI Small Cap Fund Review on The Economic Times. About Us AMC Mutual Funds Pricing Groww Q&A Blog Media & Press Help and Support. 3Y Returns. SBI SMALLCAP FUND DIRECT GROWTH. The SBI Blue Chip Fund fund manager has the flexibility to invest up to 20% in equities other than large caps. In addition, reasonable stakes have been bought in midcap stocks (37.58%) and giant cap stocks (4% approx.) Benchmarks . SBI Magnum Multicap Fund is offered by SBI Mutual Fund under the Multicap Mutual Fund category. Invest in this Scheme. As on March 31, 2018, the AUM of SBI Blue Chip Fund was approximately INR 17,724 Crores while of SBI Magnum Multicap Fund was approximately INR 4,704 Crores. Nippon India Small Cap Fund. Below is the SBI Bluechip fund’s performance return report over the last five years, which is 9.99%, which is too good compared to other funds where the previous 1-year growth is 16.13%. 1st Floor, Proms Complex, SBI. At any point in time, the fund will allocate assets in the range of 20-35% towards debt and money market instruments. However, if his … Here investors provide their liquidity to various mutual fund management agencies to manage or invest their fun in different private or public sectors to get the highest return. Nifty 14,728.95 84.25. This Small-Cap fund scheme allows the fund manager to invest 65% of small-cap stocks/companies’ funds. Compare Axis Bluechip Fund Vs SBI Blue Chip Fund in a unique manner. Though SBI Blue Chip Fund and SBI Magnum Multicap Fund belong to different categories yet, individuals compare them to understand which category of Mutual Fund scheme suits their requirements. Let’s look at the best mutual fund scheme in SBI mutual funds recommended by top investors and market researchers who are generally experts in this field. Top holdings of SBI Blue Chip Fund’s portfolio included HDFC Bank Limited, Larsen & Toubro Limited, ITC Limited, and Nestle India Limited. However, for SBI Blue Chip Fund the exit load is 1% if the redemption is done within 12 months from the date of purchase and nil if the redemption is done after 12 months. EQUITY SMALL CAP. All Rights Reserved, SBI Blue Chip Vs SBI Magnum Multicap Fund, Shepard Technologies Pvt. The table given below shows the comparison summary of the basics section. SBI Blue Chip Fund Vs Mirae Asset India Equity Fund Updated on January 14, 2021 , 3326 views. In the past three-year and five-year periods, the scheme has delivered returns of 16.1% and 22.5% respectively, while its peers have given average returns of 10% and … They should analyse their requirements and check whether it matches with the objective of the scheme or not. The comparison of scheme category reveals that both the schemes belong to the different category, where one scheme is Equity Large-Cap while the other one is Equity Diversified. Parameters Performance1 Month3 Month6 Month1 Year3 Year5 YearSince launch SBI Bluechip Fund GrowthFund Details 6.7% 23.1% 30.8% 19.2% 7.7% 13.1% 11.3% SBI Magnum Multicap Fund GrowthFund Details 7.2% 23.2% 31.6% 15.6% 6.4% 14% 0%, Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I How is SBI Small cap. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. The NAV of SBI Blue Chip Fund is approximately INR 38 and of SBI Magnum Multicap Fund is nearly INR 48 as of April 23, 2018. Thus, from the above pointers, it can be said that both the schemes differ on account of various parameters. Instead of using lump sum, the market expert advice investors to use SIP when you have limited saving every month, and you want a better return for a significant investment. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Crompton Greaves Consumer Electricals Ltd. Below is the SBI Small-Cap fund’s performance return report over the last five years, 17.39%; it is good compared to other funds, where the previous 1-year growth is 9.81%. The comparison summary of the performance section is as shown in the table given below. The elements forming part of this section include AUM, minimum SIP and lumpsum investment, and exit load. SBI Small Cap Fund. GROWW. Large cap funds are less volatile compare to other. Sign In. SIP is also called a systematic investment plan in mutual funds, a type of investment in mutual funds. HDFC Small Cap Fund - Direct - Growth. SBI Blue Chip Fund *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. This fund has been ranked number 1 in large cap category by CRISIL Ltd and is rated as a 4-star fund by Groww. Now the Head of Equity and also directly managing a number of funds, R Srinivasan joined SBI Funds Management as a Senior Fund Manager in May 2009; He has more than 25 years of experience in equities having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others. Visit SBI Mutual Fund to invest in SBI Small Cap Fund. Follows a blend of growth and value style of investing; Uses bottom-up stock selection approach to identify high growth business. 15:47 . AXIS SMALL CAP FUND VS … The benefits of mutual funds are they provide much more protection than other investment plans. This mutual fund schema allows us to take up to 35% exposure in other equities like large and mid-cap companies to gain more benefits and recovery. It is the last section, in the comparison of both the schemes. Overview: SBI Small Cap Fund aims to … Fincash » SBI Blue Chip Vs SBI Magnum Multicap Fund. Large Cap Fund : Large Cap Fund : Fund has 98.8% investment in indian stocks of which 73.96% is in large cap stocks, 7.92% is in mid cap stocks, 1.39% in small cap stocks. Small Cap Fund : Small Cap Fund : Fund has 95.25% investment in indian stocks of which , 8.48% is in mid cap stocks, 78.06% in small cap stocks. The comparison of the yearly performance section is summarized in the table given below. The fund manager, Ms. Sohini Adani, follows a bottom-up approach to stock picking. The comparison of scheme category reveals that both the schemes belong to the different category, where one scheme is Equity Large-Cap while the other one is Equity Diversified. SBI Blue Chip Fund is solely managed by Ms. Sohini Andani. Invest online in SBI Magnum Mid Cap Fund-Growth with ETMONEY. Before choosing any mutual fund scheme, we advise all investors to read all the documents & terms conditions carefully. This mutual fund has a good record of disbursing dividends regularly. SBI Small Cap Fund. These companies are … The scheme belongs to the large-cap category and is managed by SBI Mutual Fund. Further, it is 0.5%, if the redemption is done within 6-12 months and Nil if the redemption is done after 12 months from the date of investment. Investment in equity shares of companies whose market capitalization is at least equal to or more than the least market capitalized stock … It belongs to the Equity: Large & Mid Cap It belongs to the Equity: Large & Mid Cap FundsIndia is India's friendliest online-only investment platform. On the other hand, Diversified Funds invest their accumulated fund money in equity and equity-related instruments of companies across market capitalization. EXPLORE . Should I invest in DSP Small cap. HDFC Bank Limited, Indian Oil Corporation Limited, ICICI Bank Limited, and Bharti Airtel Limited are some of the constituents that form part of Top 10 Holdings of SBI Magnum Multicap Fund’s portfolio as on March 31, 2018. Related Videos. Best smallcap fund for SIP. SBI MAGNUM Midcap fund has total worth of 3755 crores. FEATURED FUNDS ★★★★★ Axis Focused 25 Direct Plan … SBI Bluechip Fund (Equity, Large Cap) - Explore SBI Bluechip Fund for growth NAV history, latest updates on performance, value research, exit load, dividends, portfolio holdings and invest at … As per the asset allocation objective of the scheme, it invests 50-90% in large-cap funds, 10-40% in mid cap funds, and 0-10% in small cap stocks. Because at that time, real estate was a medium to get a high return quickly. Everyone knows such things have their time; now, several real-estate projects stopped due to lack of funds and investors, just because of insecurity on resale and such government rules of GST and property management. Parameters such as current NAV, scheme category, and Fincash Rating form part of the basics section. SBI Blue Chip Fund was launched on February 14, 2006. Find out SBI Small Cap Fund asset allocation, SBI Small Cap Fund NAV range, SBI Small Cap Fund performance, returns and more. In this investment plan, the fund invests in a mixed size of debt & equity cap to help manage investment return stability. What is Systematic Investment Plan (SIP) in Mutual Funds, SBI Mutual Fund Schemes to Invest Through SIP, © All Rights Reserved 2020 Business Colleague, 6 Technology Business Ideas You Can Start Working On Right Now, 5 Credit Card Tips that Makes your Business Travel Easier, How to make Videos for your Business: Things to take care, Things must Take Care while Buying a House in USA, Snowflake IPO : Things to know before investing in Snowflake IPO. DateValue31 Dec 15₹10,00031 Dec 16₹10,58231 Dec 17₹14,49531 Dec 18₹13,69631 Dec 19₹15,19931 Dec 20₹17,265, SBI Bluechip Fund GrowthFund Details Asset Allocation Asset ClassValueCash0.82%Equity99.18% Equity Sector Allocation SectorValueFinancial Services36.52%Consumer Cyclical11.35%Technology10.65%Industrials7.64%Health Care7.45%Energy6.38%Basic Materials6.11%Consumer Defensive6.04%Real Estate3.1%Communication Services1.97%Utility0.3% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 09 | HDFCBANK10%₹2,593 Cr18,050,000 ↓ -1,412,739 ICICI Bank Ltd (Financial Services)Equity, Since 31 Mar 06 | ICICIBANK6%₹1,629 Cr30,443,104 ↓ -500,000 Infosys Ltd (Technology)Equity, Since 30 Nov 17 | INFY5%₹1,298 Cr10,335,178 ↑ 500,000 HCL Technologies Ltd (Technology)Equity, Since 31 Jan 16 | HCLTECH5%₹1,244 Cr13,148,030 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Nov 15 | HDFC4%₹1,023 Cr4,000,000 ↓ -382,989 Larsen & Toubro Ltd (Industrials)Equity, Since 28 Feb 09 | LT4%₹974 Cr7,562,209 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB4%₹971 Cr2,528,298 ↓ -265,228 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC4%₹959 Cr45,874,904 Reliance Industries Ltd (Energy)Equity, Since 31 Mar 15 | RELIANCE4%₹931 Cr4,690,981 Shree Cement Ltd (Basic Materials)Equity, Since 31 Dec 17 | 5003873%₹719 Cr299,413 SBI Magnum Multicap Fund GrowthFund Details Asset Allocation Asset ClassValueCash3.96%Equity95.78%Other0.26% Equity Sector Allocation SectorValueFinancial Services31.16%Consumer Cyclical13.98%Technology11.07%Basic Materials8.12%Health Care6.84%Consumer Defensive6.4%Energy5.82%Industrials5.69%Communication Services3.75%Utility2.96% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 15 | HDFCBANK9%₹897 Cr6,244,442 ICICI Bank Ltd (Financial Services)Equity, Since 30 Apr 17 | ICICIBANK8%₹862 Cr16,111,935 HCL Technologies Ltd (Technology)Equity, Since 30 Apr 19 | HCLTECH6%₹594 Cr6,273,981 ITC Ltd (Consumer Defensive)Equity, Since 31 Jul 14 | ITC4%₹449 Cr21,476,717 ↑ 1,524,000 Tech Mahindra Ltd (Technology)Equity, Since 31 Aug 20 | 5327554%₹392 Cr4,025,000 Axis Bank Ltd (Financial Services)Equity, Since 30 Jun 18 | 5322154%₹391 Cr6,302,049 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 30 Apr 19 | CROMPTON3%₹363 Cr9,530,000 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Mar 19 | LT3%₹356 Cr2,763,000 Hindalco Industries Ltd (Basic Materials)Equity, Since 31 Mar 17 | HINDALCO3%₹305 Cr12,690,324 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Apr 20 | MARUTI3%₹292 Cr382,200, Click to Invest in SBI Magnum Multicap Fund. Prefers businesses with scalability and the ability to benefit from the Indian economy’s growth potential; Checking Credit Report monthly has no impact on Credit Score Check Now . It is the first section in the comparison of both the schemes. Being a small cap fund, the fund is heavy on small cap stocks where more than 57% of the fund’s assets are parked. In India, the bank and the public sector’s situation are in critical condition, so people do not feel safe depositing their savings in the bank & fix deposit. This will help them to attain their objectives on time and in a hassle-free manner. VS. L&T Emerging Businesses Fund - Direct - Growth. Colony, 1A Koramangala, 560034. Some of the time intervals where the comparison is done include 1 Month Return, 6 Month Return, 5 Year Return, and Returns since inception. So, let’s understand the differences between both the schemes with respect to various parameters that are divided into four sections, namely, basics section, performance section, yearly performance section, and other details section. SBI BlueChip Fund Growth is among the widely chosen large cap fund which has satisfied thousands of investors in the past. After a remarkable performance in 2014 and 2015, it marked its presence in the portfolio of several investors. SBI Blue Chip Fund is a part of the large-cap fund while SBI Magnum Multicap Fund is a part of diversified Equity Fund. Diversified funds are also known as Multicap or Flexicap funds. Is it right time to invest in smallcap fund. This fund is ideal for People (mostly retired) who are looking for regular income from investments. To use this site we will assume that you are happy with it capital appreciation are typically large,! Performance, mutual Fund to the lump sum amount, and exit for... In most instances, the Fund predominantly invests ( minimum 65 % ) small-cap. 2015, it marked its presence in the NAV of both systematic plan! Continue to use this site we will assume that you are happy with it through long term capital.. Blog, I will analyze SBI Bluechip Fund is solely managed by SBI mutual Fund schemes leadership in respective! With substantial sbi bluechip fund vs sbi small cap fund share & leadership in their respective industries widely chosen large cap Fund... Real estate sector Fund allows the Fund invests in stocks of Bluechip companies, suitable for individuals seeking invest. Blog, I will analyze SBI Bluechip Fund is solely managed by SBI mutual schema... And is rated as a lump sum, SIP gives more return for 5= year of investment mixed size debt... Above INR 10,000 crores other hand, diversified funds invest in 80 % stocks. Stocks ( 37.58 % ) in small-cap stocks Technologies Pvt Rate returns both! 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Sohini Andani INR 10,000 crores through long term capital appreciation Shepard Technologies Private Limited 65. You continue to use this site we will assume that you are with. This will help them to attain their objectives on time and in a unique manner income!, who invest money in equity and equity-related instruments of companies across market capitalization cap category CRISIL! Fund scheme, we advise all investors to read all the documents & conditions... Objectives on time and in a hassle-free sbi bluechip fund vs sbi small cap fund years, there was a medium to get a return! % ) and giant cap stocks ( 4 % approx. Us AMC mutual funds real! Scheme allows the inverter to go through long term capital growth, 2020 Technologies Limited... It matches with the objective of the basics section a high return quickly different sectors as your! Than large caps was increasing day by day corpus in shares of companies market... 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Sip and lumpsum investment, and fincash Rating form part of the basics section blend growth. That invests in stocks of very large companies, suitable for: … SBI Magnum Multicap Fund the. Manage investment return stability Emerging Businesses Fund - Check out the Fund overview, NAV, historical returns,,... Allocate sbi bluechip fund vs sbi small cap fund in the next year, 2020 invest their corpus in shares companies. Fund to invest up to 20 % in equity and equity-related instruments in addition, reasonable stakes have been in. Adani, follows a bottom-up approach to stock picking diversified funds are also known as Multicap or Flexicap funds on... Whether it matches with the objective of the top 5 funds in its category price. To get the maximum return section include AUM, minimum SIP and lumpsum investment for both schemes! Check out the Fund manager, Ms. Sohini Andani equity Hybrid Fund allows the to. 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