Friday, April 17, 2020

SBI Mutual Funds Details as per 31.03.2020

SBI Bluechip Funds

Let us to know about SBI Blue chip fund. its equity fund  large cap fund it is open ended equity scheme predominately investing in the large cap stock.

We are discus here all this  portfolio stock name and fund details, portfolio classification by asset allocation, etc.

What is Investment Objects

This fund provide investors with opportunities for long- term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

Portfolio Classification By Asset Allocation (&)

SBI Mutual Fund Details As per 31.03.2020, SBI Blue Chip Funds
SBI Bluechip Fund

Fund Details


Its 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 Crores
AUM as on March 31,2020
Rs. 17,120.76 Crores

Portfolio Classification By Asset Allocation (&)

SBI Mutual Fund Details As per 31.03.2020, SBI Blue Chip Funds
SBI Bluechip Fund



Fund Manager: Ms. Sohini AndaniManaging Since: Sep- 2010 Total Experince: Over 23 Year

Benchamark:  Over 23 Year


Exit Load:
For exit within 1 Year from the date of allotment- 1 %, For exit after 1 Year from the date of allotment- Nill
Entry Load: N.A.

Plans Available: Regular, Direct
Options: Growth, 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 Rs. 1000 & in multiples of Rs.1 thereafter for a minimum of 6 installments.

Monthly- Minimum Rs. 1000 & in multiples of Rs.1 thereafter for minimum six months (or) minimum Rs. 500 & in Multiples of Rs. 1 thereafter for minimum one year.

Quarterly- Minimum Rs. 1500 & in multiples of Rs. 1 thereafter for minimum one year.

Semi Annual- Minimum Rs. 3000 & in multiples of Rs. 1 thereafter for a minimum of 4 installments.

Annual- Minimum Rs. 5000 & in multiples of Rs. 1 thereafter for a minimum of 4 installments.

Minimum Investment
Rs. 5000 & in Multiples of  Rs.1

Additional Investment
Rs. 1000 & Multiples of Rs.1


Portfolio Stocks Name in SBI Blue Chip Fund

SBI Mutual Fund Details As per 31.03.2020, SBI Blue Chip Funds
SBI Bluechip Fund



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