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Fund Nav

Fund Name	NAV Date	NAV	Rupee Change	Percent Change
SBI Blue Chip Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	29/Sep/2023	40.7681	-0.0482	-0.1181%
SBI Blue Chip Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	29/Sep/2023	50.8837	-0.0581	-0.1141%
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH	29/Sep/2023	71.6634	-0.0848	-0.1182%
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH	29/Sep/2023	78.4038	-0.0896	-0.1141%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Sbi Blue Chip Fund Analysis

Performance Summary of Fund

Bmsmoney Large Cap Fund Category Rank: 4

Positive Aspects of Fund

Negative Aspects of Fund

Sbi Blue Chip Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	1.66	1.94	No	No	No	19/29	0.72 / 3.34
1M Rolling Return %	1.31	1.52	No	No	Yes	23/30	0.31 / 2.16
3M Return %	3.68	5.16	No	No	Yes	25/29	2.65 / 7.93
3M Rolling Return %	4.31	4.22	Yes	No	No	12/29	1.84 / 5.67
6M Return %	17.44	17.84	No	No	No	17/29	13.18 / 23.78
6M Rolling Return %	7.64	6.30	Yes	Yes	No	5/29	3.03 / 10.55
1Y Return %	19.74	17.79	Yes	Yes	No	7/29	9.43 / 27.16
1Y Rolling Return %	9.46	9.03	Yes	No	No	11/26	2.94 / 16.00
3Y Return %	23.22	20.83	Yes	Yes	No	4/24	15.06 / 30.30
3Y Rolling Return %	16.40	15.21	Yes	Yes	No	6/24	11.22 / 18.36
5Y Return %	14.35	12.73	Yes	Yes	No	4/23	10.01 / 15.15
Standard Deviation	14.54	14.06	No	No	Yes	19/25	11.62 / 16.11
Semi Deviation	9.29	9.45	Yes	No	No	11/25	8.22 / 10.94
Max Drawdown	-10.33	-12.20	Yes	Yes	No	4/25	-17.27 / -6.79
VaR 1 Y	-11.81	-13.85	Yes	Yes	No	3/25	-19.12 / -11.47
Average Drawdown	-4.04	-5.27	Yes	Yes	No	5/25	-7.86 / -3.45
Sharpe Ratio	1.18	1.02	Yes	Yes	No	4/25	0.62 / 1.36
Sterling Ratio	1.25	1.03	Yes	Yes	No	4/25	0.62 / 1.71
Sortino Ratio	0.78	0.60	Yes	Yes	No	3/25	0.35 / 0.85
Jensen Alpha	0.75	0.39	Yes	No	No	11/25	-6.97 / 8.56
Treynor Ratio	0.18	0.16	Yes	Yes	No	7/25	0.09 / 0.23
Modigliani Square measure	25.24	22.96	Yes	Yes	No	4/25	16.60 / 27.36
Active Return	0.17	-1.91	Yes	Yes	No	5/25	-7.70 / 5.18

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Sept. 29, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

June 30, 2023} _{KPIs: Key Performance Indicators}

Sbi Blue Chip Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sbi Blue Chip Fund

Top Performing Funds in Large Cap Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Aditya Birla Sun Life Frontline Equity Fund	5	The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Frontline Equity Fund performance snapshot section.	18.72%	22.74%	-11.38%	-12.42%	1.15	0.70	0.39
Edelweiss Large Cap Fund	2	The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large Cap Fund performance snapshot section.	21.49%	21.24%	-11.44%	-12.40%	1.13	0.67	0.36
Icici Prudential Bluechip Fund	1	The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 22<sup>nd</sup> KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section.	23.05%	24.72%	-8.34%	-11.65%	1.28	0.79	0.39
Kotak Bluechip Fund	3	The Kotak Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Bluechip Fund performance snapshot section.	17.93%	20.77%	-11.63%	-12.93%	1.14	0.67	0.38
Sbi Blue Chip Fund	4	The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Blue Chip Fund performance snapshot section.	19.74%	23.22%	-10.33%	-11.81%	1.18	0.78	0.41

Sbi Blue Chip Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	1.73	2.03	No	No	No	19/29	0.85 / 3.35
1M Rolling Return %	1.37	1.61	No	No	Yes	24/30	0.42 / 2.22
3M Return %	3.87	5.44	No	No	Yes	25/29	2.89 / 8.16
3M Rolling Return %	4.51	4.49	Yes	No	No	13/29	2.10 / 5.87
6M Return %	17.87	18.46	No	No	No	20/29	13.75 / 24.28
6M Rolling Return %	8.03	6.87	Yes	Yes	No	6/29	3.20 / 11.02
1Y Return %	20.60	19.06	Yes	Yes	No	8/29	10.47 / 28.21
1Y Rolling Return %	10.27	10.19	Yes	No	No	12/26	3.97 / 17.03
3Y Return %	24.13	22.06	Yes	Yes	No	5/24	16.33 / 31.38
3Y Rolling Return %	17.29	16.36	Yes	No	No	7/24	12.14 / 20.09
5Y Return %	15.21	13.83	Yes	Yes	No	4/23	10.19 / 16.41
Standard Deviation	14.54	14.06	No	No	Yes	19/25	11.62 / 16.11
Semi Deviation	9.29	9.45	Yes	No	No	11/25	8.22 / 10.94
Max Drawdown	-10.33	-12.20	Yes	Yes	No	4/25	-17.27 / -6.79
VaR 1 Y	-11.81	-13.85	Yes	Yes	No	3/25	-19.12 / -11.47
Average Drawdown	-4.04	-5.27	Yes	Yes	No	5/25	-7.86 / -3.45
Sharpe Ratio	1.18	1.02	Yes	Yes	No	4/25	0.62 / 1.36
Sterling Ratio	1.25	1.03	Yes	Yes	No	4/25	0.62 / 1.71
Sortino Ratio	0.78	0.60	Yes	Yes	No	3/25	0.35 / 0.85
Jensen Alpha	0.75	0.39	Yes	No	No	11/25	-6.97 / 8.56
Treynor Ratio	0.18	0.16	Yes	Yes	No	7/25	0.09 / 0.23
Modigliani Square measure	25.24	22.96	Yes	Yes	No	4/25	16.60 / 27.36
Active Return	0.17	-1.91	Yes	Yes	No	5/25	-7.70 / 5.18

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

Sept. 29, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

June 30, 2023} _{KPIs: Key Performance Indicators}

Sbi Blue Chip Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	1.66%	1.73%
1M Rolling Return %	1.31%	1.37%
3M Return %	3.68%	3.87%
3M Rolling Return %	4.31%	4.51%
6M Return %	17.44%	17.87%
6M Rolling Return %	7.64%	8.03%
1Y Return %	19.74%	20.60%
1Y Rolling Return %	9.46%	10.27%
3Y Return %	23.22%	24.13%
3Y Rolling Return %	16.40%	17.29%
5Y Return %	14.35%	15.21%
Standard Deviation	14.54%	14.54%
Semi Deviation	9.29%	9.29%
Max Drawdown	-10.33%	-10.33%
VaR 1 Y	-11.81%	-11.81%
Average Drawdown	-4.04%	-4.04%
Sharpe Ratio	1.18%	1.18%
Sterling Ratio	1.25%	1.25%
Sortino Ratio	0.78%	0.78%
Jensen Alpha	0.75%	0.75%
Treynor Ratio	0.18%	0.18%
Modigliani Square measure	25.24%	25.24%
Active Return	0.17%	0.17%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Sbi Blue Chip Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	5.90%	21.73%	12.55%	0.00%
One Year	-54.33%	112.49%	15.20%	18.27%
Three Year	-6.30%	58.81%	12.28%	3.03%
Five Year	-1.17%	44.26%	13.00%	0.05%
Seven Year	4.87%	29.45%	12.08%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Bank Of India Bluechip Fund	0.42	1	1.09	2	3.26	2	6.92	6	20.14	4	17.22	18
Quant Large Cap Fund	0.41	2	1.10	1	3.09	3	6.73	7	22.15	2	14.22	26
Dsp Top 100 Equity Fund	0.37	3	0.46	5	1.30	24	6.22	9	19.76	7	19.79	6	19.33	17	11.89	18
Hdfc Top 100 Fund	0.26	4	0.55	3	2.93	5	7.04	5	19.82	6	25.76	2	27.13	2	13.68	6
Aditya Birla Sun Life Frontline Equity Fund	0.08	5	0.24	10	1.96	11	5.30	13	18.30	11	18.72	10	22.74	6	13.18	9
Mahindra Manulife Large Cap Pragati Yojana	0.05	6	0.13	17	2.51	7	6.26	8	18.69	10	17.14	19	22.26	8
Icici Prudential Bluechip Fund	0.05	7			2.76	6	7.15	3	19.19	9	23.05	3	24.72	3	14.37	3
Iti Large Cap Fund	0.04	8	0.15	15	1.79	15	4.51	20	16.87	20	18.14	14
Nippon India Large Cap Fund	0.03	9	0.34	9	2.27	9	7.93	1	23.78	1	27.16	1	30.30	1	15.15	1
Edelweiss Large Cap Fund	0.02	10	0.34	8	1.93	12	4.85	16	17.41	18	21.49	4	21.24	9	13.47	7
Taurus Largecap Equity Fund	-0.01	11	-0.03	23	3.34	1	7.14	4	20.29	3	10.63	28	18.09	19	10.01	23
Baroda Bnp Paribas Large Cap Fund	-0.06	12	0.43	6	1.89	14	5.94	10	16.87	21	19.39	8
Indiabulls Blue Chip Fund	-0.06	13	0.53	4	2.34	8	4.25	21	15.07	26	16.14	21	17.58	23	10.22	22
Mirae Asset Large Cap Fund	-0.07	14	0.05	20	1.55	21	4.54	18	16.44	23	15.84	22	19.51	16	13.07	10
Canara Robeco Bluechip Equity Fund	-0.11	15	0.17	12	1.59	20	3.77	24	16.13	24	17.13	20	19.56	15	14.79	2
Sbi Blue Chip Fund	-0.12	16	0.43	7	1.66	19	3.68	25	17.44	17	19.74	7	23.22	4	14.35	4
Franklin India Bluechip Fund	-0.16	17	-0.22	27	1.26	25	3.94	23	15.67	25	15.35	24	22.57	7	11.23	20
Tata Large Cap Fund	-0.18	18	0.17	13	1.38	23	4.52	19	17.58	16	18.89	9	22.95	5	13.40	8
Sundaram Large Cap Fund	-0.19	19	0.08	19	1.72	18	5.37	12	17.81	14	18.47	11
Union Largecap Fund	-0.21	20	0.16	14	1.92	13	5.51	11	17.89	13	18.42	12	20.76	11	12.54	14
Jm Large Cap Fund	-0.22	21	0.20	11	2.93	4	7.64	2	19.48	8	21.04	5	18.73	18	12.29	15
Hsbc Large Cap Equity Fund	-0.23	22	0.14	16	1.78	16	5.25	14	17.99	12	18.36	13	19.98	13	12.58	13
Kotak Bluechip Fund	-0.26	23	-0.02	21	1.75	17	5.08	15	16.49	22	17.93	15	20.77	10	14.00	5
Axis Bluechip Fund	-0.30	24	0.13	18	1.51	22	2.65	29	13.82	28	9.43	29	15.06	24	11.88	19
Lic Mf Large Cap Fund	-0.32	25	-0.19	26	0.85	28	2.70	28	13.18	29	11.07	27	17.61	22	11.91	17
Uti Mastershare Unit Scheme	-0.35	26	-0.15	24	2.01	10	4.71	17	17.39	19	14.55	25	20.43	12	13.03	11
Invesco India Largecap Fund	-0.38	27	-0.02	22	1.22	26	3.96	22	19.90	5	17.91	16	19.68	14	12.88	12
Idfc Large Cap Fund	-0.45	28	-0.23	28	1.18	27	3.30	26	17.67	15	15.43	23	18.04	20	11.92	16
Pgim India Large Cap Fund	-0.45	29	-0.18	25	0.72	29	2.75	27	14.00	27	17.40	17	17.63	21	10.99	21
Idbi India Top 100 Equity Fund

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Quant Large Cap Fund	0.42	1	1.13	1	3.23	3	7.19	5	23.17	2	16.21	25
Bank Of India Bluechip Fund	0.41	2	1.06	2	3.25	2	7.09	7	20.64	4	18.45	20
Dsp Top 100 Equity Fund	0.37	3	0.48	5	1.37	24	6.43	9	20.23	6	20.73	7	20.26	17	12.74	19
Hdfc Top 100 Fund	0.26	4	0.56	3	2.98	5	7.20	4	20.17	7	26.50	2	27.88	2	14.35	9
Aditya Birla Sun Life Frontline Equity Fund	0.08	5	0.26	10	2.02	12	5.48	14	18.69	11	19.53	13	23.57	7	13.96	12
Mahindra Manulife Large Cap Pragati Yojana	0.06	6	0.16	16	2.65	7	6.70	8	19.69	9	19.32	16	24.51	4
Icici Prudential Bluechip Fund	0.06	7			2.80	6	7.31	3	19.52	10	23.78	3	25.48	3	15.10	6
Iti Large Cap Fund	0.06	8	0.18	14	1.95	14	5.01	17	18.00	18	20.51	9
Nippon India Large Cap Fund	0.03	9	0.35	9	2.34	9	8.16	1	24.28	1	28.21	1	31.38	1	16.13	2
Edelweiss Large Cap Fund	0.03	10	0.38	8	2.07	11	5.27	16	18.31	16	23.37	4	23.08	9	15.15	5
Taurus Largecap Equity Fund	-0.01	11	-0.02	23	3.35	1	7.17	6	20.35	5	10.73	28	18.19	23	10.19	23
Indiabulls Blue Chip Fund	-0.03	12	0.56	4	2.46	8	4.58	21	15.77	26	17.57	21	19.18	21	11.76	22
Baroda Bnp Paribas Large Cap Fund	-0.05	13	0.45	6	1.99	13	6.26	10	17.57	21	20.81	6
Mirae Asset Large Cap Fund	-0.06	14	0.07	20	1.64	21	4.80	19	17.03	23	17.03	22	20.77	16	14.29	10
Canara Robeco Bluechip Equity Fund	-0.11	15	0.19	12	1.70	20	4.10	24	16.84	24	18.64	19	21.29	14	16.41	1
Sbi Blue Chip Fund	-0.11	16	0.44	7	1.73	19	3.87	25	17.87	20	20.60	8	24.13	5	15.21	4
Franklin India Bluechip Fund	-0.16	17	-0.20	28	1.34	25	4.20	23	16.26	25	16.41	24	23.54	8	12.11	21
Tata Large Cap Fund	-0.17	18	0.19	13	1.46	23	4.77	20	18.12	17	20.10	10	24.11	6	14.44	8
Sundaram Large Cap Fund	-0.18	19	0.10	19	1.83	18	5.73	11	18.60	12	20.07	11
Jm Large Cap Fund	-0.22	20	0.21	11	2.99	4	7.85	2	19.92	8	21.91	5	19.79	18	13.34	14
Hsbc Large Cap Equity Fund	-0.22	21	0.16	17	1.87	16	5.50	13	18.56	13	19.49	14	21.12	15	13.62	13
Union Largecap Fund	-0.26	22	0.15	18	1.94	15	5.72	12	18.34	15	19.29	17	21.56	11	13.24	15
Kotak Bluechip Fund	-0.26	23	0.00	21	1.85	17	5.41	15	17.22	22	19.44	15	22.28	10	15.36	3
Axis Bluechip Fund	-0.30	24	0.17	15	1.60	22	2.89	29	14.38	28	10.47	29	16.33	24	13.18	18
Lic Mf Large Cap Fund	-0.31	25	-0.17	26	0.94	28	2.96	28	13.75	29	12.21	27	19.08	22	13.19	17
Uti Mastershare Unit Scheme	-0.35	26	-0.13	24	2.09	10	4.95	18	17.90	19	15.56	26	21.52	12	14.03	11
Invesco India Largecap Fund	-0.39	27	0.00	22	1.33	26	4.33	22	20.74	3	19.65	12	21.39	13	14.49	7
Idfc Large Cap Fund	-0.44	28	-0.20	27	1.30	27	3.63	26	18.40	14	16.87	23	19.50	19	13.19	16
Pgim India Large Cap Fund	-0.44	29	-0.15	25	0.85	29	3.16	27	14.87	27	19.20	18	19.41	20	12.60	20
Idbi India Top 100 Equity Fund

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Frontline Equity Fund	1.78	8	4.26	14	6.93	9	10.31	4	15.83	7
Axis Bluechip Fund	0.72	29	1.84	29	3.03	29	2.94	26	15.23	16
Franklin India Bluechip Fund	1.43	19	2.79	28	4.99	25	5.52	25	15.20	17
Mirae Asset Large Cap Fund	1.61	15	3.92	19	5.48	22	8.70	14	15.55	9
Canara Robeco Bluechip Equity Fund	1.22	26	4.10	17	6.74	11	8.19	16	18.34	2
Dsp Top 100 Equity Fund	1.28	24	4.18	15	8.32	3	7.37	22	11.28	23
Edelweiss Large Cap Fund	1.58	16	4.93	7	7.54	6	9.76	9	15.66	8
Hdfc Top 100 Fund	2.04	3	5.67	1	8.58	2	14.10	2	14.45	19
Hsbc Large Cap Equity Fund	1.62	13	3.96	18	5.92	18	7.63	21	14.56	18
Icici Prudential Bluechip Fund	2.16	1	5.65	2	8.27	4	12.91	3	17.01	3
Idbi India Top 100 Equity Fund	0.31	30	3.68	23	6.31	15	9.62	10	18.36	1
Idfc Large Cap Fund	0.98	27	3.40	25	5.92	17	8.38	15	15.35	13
Indiabulls Blue Chip Fund	1.52	18	4.31	11	5.36	23	7.87	20	11.22	24
Invesco India Largecap Fund	1.32	22	3.42	24	6.17	16	10.27	5	15.47	11
Jm Large Cap Fund	1.89	6	5.13	6	7.40	7	10.00	8	14.43	20
Kotak Bluechip Fund	1.66	11	3.87	21	6.40	13	8.95	12	16.82	5
Mahindra Pragati Bluechip Yojana	2.03	4	4.13	16	5.21	24	8.12	17
Nippon India Large Cap Fund	2.15	2	5.60	3	10.55	1	16.00	1	15.52	10
Pgim India Large Cap Fund	1.26	25	4.72	10	6.86	10	7.25	23	12.90	21
Sbi Blue Chip Fund	1.31	23	4.31	12	7.64	5	9.46	11	16.40	6
Tata Large Cap Fund	1.79	7	4.81	8	6.43	12	10.25	6	15.27	15
Union Largecap Fund	1.61	14	3.86	22	5.53	21	8.83	13	15.29	14
Uti Mastershare Unit Scheme	1.65	12	3.17	26	4.86	26	7.97	19	16.88	4
Taurus Largecap Equity Fund	1.56	17	4.29	13	3.16	28	8.02	18	12.56	22
Lic Mf Large Cap Fund	0.91	28	3.14	27	3.88	27	6.18	24	15.38	12
Iti Large Cap Fund	1.40	20	5.35	4	6.39	14
Sundaram Large Cap Fund	1.73	10	5.19	5	5.85	20	10.23	7
Boi Axa Bluechip Fund	1.38	21	3.89	20	5.91	19
Baroda Bnp Paribas Large Cap Fund	1.74	9	4.72	9	7.04	8
Quant Large Cap Fund	1.98	5

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Frontline Equity Fund	1.84	10	4.43	15	7.29	12	11.06	9	16.62	13
Axis Bluechip Fund	0.80	29	2.10	29	3.57	28	3.97	26	16.63	12
Franklin India Bluechip Fund	1.50	21	2.99	28	5.48	25	6.36	25	16.05	16
Mirae Asset Large Cap Fund	1.69	15	4.20	20	6.02	22	9.84	15	16.82	9
Canara Robeco Bluechip Equity Fund	1.34	26	4.48	14	7.49	10	9.86	14	20.09	1
Dsp Top 100 Equity Fund	1.35	25	4.39	16	8.74	3	8.21	22	12.14	24
Edelweiss Large Cap Fund	1.70	13	5.36	6	8.39	5	11.53	6	17.49	6
Hdfc Top 100 Fund	2.08	5	5.83	3	8.90	2	14.76	2	15.12	20
Hsbc Large Cap Equity Fund	1.70	14	4.21	18	6.42	20	8.66	21	15.65	18
Icici Prudential Bluechip Fund	2.20	2	5.84	2	8.58	4	13.62	3	17.75	5
Idbi India Top 100 Equity Fund	0.42	30	3.97	23	6.88	16	10.80	10	19.80	2
Idfc Large Cap Fund	1.10	27	3.72	25	6.57	18	9.72	16	16.64	11
Indiabulls Blue Chip Fund	1.61	17	4.63	12	5.94	24	9.26	18	12.83	22
Invesco India Largecap Fund	1.42	22	3.80	24	6.96	15	11.91	5	17.05	8
Jm Large Cap Fund	1.95	6	5.32	7	7.79	7	11.07	8	15.59	19
Kotak Bluechip Fund	1.76	11	4.20	19	7.08	13	10.33	11	18.22	3
Mahindra Pragati Bluechip Yojana	2.20	3	4.64	11	6.17	21	10.17	13
Nippon India Large Cap Fund	2.22	1	5.83	4	11.02	1	17.03	1	16.51	14
Pgim India Large Cap Fund	1.39	23	5.11	8	7.67	9	8.87	20	14.54	21
Sbi Blue Chip Fund	1.37	24	4.51	13	8.03	6	10.27	12	17.29	7
Tata Large Cap Fund	1.87	7	5.07	9	6.99	14	11.36	7	16.28	15
Union Largecap Fund	1.65	16	4.05	22	5.96	23	9.65	17	16.01	17
Uti Mastershare Unit Scheme	1.73	12	3.40	26	5.33	26	8.94	19	17.95	4
Taurus Largecap Equity Fund	1.57	19	4.31	17	3.20	29	8.11	23	12.73	23
Lic Mf Large Cap Fund	1.00	28	3.40	27	4.42	27	7.49	24	16.78	10
Iti Large Cap Fund	1.58	18	5.87	1	7.47	11
Sundaram Large Cap Fund	1.85	8	5.55	5	6.57	17	12.04	4
Boi Axa Bluechip Fund	1.53	20	4.11	21	6.46	19
Baroda Bnp Paribas Large Cap Fund	1.84	9	5.04	10	7.68	8
Quant Large Cap Fund	2.14	4

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Frontline Equity Fund	-12.42	6	-11.38	7	-4.13	7	14.01	13	9.31	12
Baroda Bnp Paribas Large Cap Fund
Canara Robeco Bluechip Equity Fund	-12.69	8	-12.48	13	-4.35	9	13.09	2	8.79	2
Dsp Top 100 Equity Fund	-15.50	22	-14.68	24	-5.63	18	13.48	8	9.08	8
Edelweiss Large Cap Fund	-12.40	5	-11.44	8	-4.12	6	13.55	10	9.14	9
Franklin India Bluechip Fund	-16.80	24	-13.13	17	-6.34	20	15.14	22	9.79	20
Hdfc Top 100 Fund	-15.09	21	-6.79	1	-3.93	3	15.28	23	10.10	23
Hsbc Large Cap Equity Fund	-14.84	19	-13.08	16	-4.99	12	14.82	21	9.84	22
Icici Prudential Bluechip Fund	-11.65	2	-8.34	3	-3.45	1	13.32	6	8.87	4
Idbi India Top 100 Equity Fund	-12.97	10	-12.00	12	-6.36	21	14.15	14	9.79	19
Idfc Large Cap Fund	-13.31	12	-13.18	18	-5.65	19	13.33	7	8.80	3
Indiabulls Blue Chip Fund	-16.32	23	-12.63	14	-5.59	16	14.34	17	9.80	21
Invesco India Largecap Fund	-14.03	16	-14.38	22	-5.62	17	13.82	11	9.68	17
Jm Large Cap Fund	-11.47	1	-10.73	5	-3.50	2	11.62	1	8.22	1
Kotak Bluechip Fund	-12.93	9	-11.63	9	-4.90	10	13.28	5	9.02	7
Lic Mf Large Cap Fund	-12.28	4	-14.50	23	-6.97	22	14.33	16	9.41	13
Mahindra Manulife Large Cap Pragati Yojana	-14.94	20	-11.66	10	-5.51	14	13.54	9	9.18	10
Mirae Asset Large Cap Fund	-13.39	13	-10.99	6	-4.17	8	13.21	3	8.98	6
Nippon India Large Cap Fund	-14.66	17	-7.75	2	-4.01	4	16.11	25	10.67	24
Sbi Blue Chip Fund	-11.81	3	-10.33	4	-4.04	5	14.54	19	9.29	11
Tata Large Cap Fund	-13.46	14	-11.92	11	-5.55	15	14.35	18	9.71	18
Taurus Largecap Equity Fund	-19.12	25	-13.52	19	-7.86	25	15.95	24	10.94	25
Union Largecap Fund	-12.66	7	-14.04	20	-5.15	13	14.21	15	9.60	15
Uti Mastershare Unit Scheme	-13.70	15	-12.94	15	-4.97	11	13.99	12	9.51	14
Pgim India Large Cap Fund	-13.15	11	-14.17	21	-7.41	23	13.23	4	8.98	5
Axis Bluechip Fund	-14.67	18	-17.27	25	-7.42	24	14.78	20	9.68	16

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Frontline Equity Fund	1.15	5	0.70	5	1.14	5	0.39	1.00	9	0.95	8	0.97	5	0.17	9	25.21	5	-0.26	9
Baroda Bnp Paribas Large Cap Fund
Canara Robeco Bluechip Equity Fund	1.05	12	0.61	11	0.96	13	0.38	-0.77	16	0.89	15	0.97	4	0.15	15	23.93	9	-3.49	17
Dsp Top 100 Equity Fund	0.91	20	0.51	19	0.82	22	0.39	-2.01	20	0.88	19	0.89	15	0.14	20	21.58	19	-5.04	21
Edelweiss Large Cap Fund	1.13	8	0.67	6	1.09	7	0.36	0.88	10	0.92	11	0.97	1	0.17	11	25.14	6	-1.11	10
Franklin India Bluechip Fund	0.94	18	0.56	16	0.96	14	0.40	4.97	3	0.76	24	0.50	25	0.19	4	20.74	20	-0.24	8
Hdfc Top 100 Fund	1.21	3	0.74	4	1.59	2	0.39	8.56	1	0.80	22	0.55	24	0.23	1	24.68	8	4.24	2
Hsbc Large Cap Equity Fund	0.89	21	0.51	20	0.91	17	0.36	-3.29	22	0.99	3	0.95	7	0.13	21	20.72	21	-3.46	16
Icici Prudential Bluechip Fund	1.28	2	0.79	2	1.38	3	0.39	7.89	2	0.76	23	0.65	23	0.22	2	26.65	2	2.74	3
Idbi India Top 100 Equity Fund	1.12	9	0.63	10	1.09	8	0.37	4.02	5	0.88	17	0.77	21	0.18	5	23.83	12	1.44	4
Idfc Large Cap Fund	1.01	15	0.59	13	0.93	15	0.37	-0.64	15	0.87	20	0.91	14	0.15	14	23.27	15	-3.72	19
Indiabulls Blue Chip Fund	0.80	22	0.43	23	0.85	21	0.40	-4.20	23	0.96	7	0.94	10	0.12	23	19.56	22	-5.27	22
Invesco India Largecap Fund	1.02	14	0.55	17	0.91	18	0.36	0.51	13	0.88	18	0.86	18	0.16	12	23.30	14	-2.40	13
Jm Large Cap Fund	0.94	19	0.50	21	0.90	19	0.38	0.52	12	0.74	25	0.88	17	0.15	17	23.56	13	-5.74	23
Kotak Bluechip Fund	1.14	6	0.67	7	1.08	9	0.38	1.15	8	0.90	14	0.97	2	0.17	10	25.45	3	-1.27	11
Lic Mf Large Cap Fund	0.78	23	0.45	22	0.77	24	0.40	-1.33	18	0.90	13	0.78	20	0.12	22	18.63	23	-3.55	18
Mahindra Manulife Large Cap Pragati Yojana	1.05	11	0.60	12	1.03	11	0.39	0.05	14	0.90	12	0.94	11	0.16	13	23.83	11	-2.33	12
Mirae Asset Large Cap Fund	1.09	10	0.63	9	1.07	10	0.37	4.01	6	0.81	21	0.75	22	0.18	6	23.86	10	-0.09	7
Nippon India Large Cap Fund	1.36	1	0.85	1	1.71	1	0.39	4.12	4	1.04	1	0.88	16	0.21	3	27.36	1	5.18	1
Sbi Blue Chip Fund	1.18	4	0.78	3	1.25	4	0.41	0.75	11	0.98	4	0.95	8	0.18	7	25.24	4	0.17	5
Tata Large Cap Fund	1.14	7	0.66	8	1.12	6	0.36	1.52	7	0.94	10	0.93	12	0.17	8	25.10	7	0.02	6
Taurus Largecap Equity Fund	0.71	24	0.38	24	0.81	23	0.42	-6.30	24	1.01	2	0.84	19	0.11	24	17.40	24	-6.08	24
Union Largecap Fund	0.98	16	0.57	15	0.91	16	0.37	-2.35	21	0.97	6	0.97	3	0.14	19	22.39	18	-3.19	15
Uti Mastershare Unit Scheme	1.03	13	0.59	14	0.98	12	0.40	-1.39	19	0.94	9	0.96	6	0.15	16	23.18	16	-2.76	14
Pgim India Large Cap Fund	0.97	17	0.55	18	0.86	20	0.39	-0.93	17	0.88	16	0.94	9	0.15	18	22.84	17	-3.74	20
Axis Bluechip Fund	0.62	25	0.35	25	0.62	25	0.38	-6.97	25	0.97	5	0.91	13	0.09	25	16.60	25	-7.70	25

Sbi Blue Chip Fund Additional Return Analysis

Sbi Blue Chip Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	998.82	1004.27	1016.64	1036.85	1174.41	1197.36	1870.98	1954.99
Direct Plan _{Value of 1000 Rupee}	998.86	1004.41	1017.25	1038.74	1178.70	1206.01	1912.55	2029.50

Fund Information

Fund Launch Date: 23/Dec/2005
Fund Category: Large Cap Fund
Investment Objective: To 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).
Fund Description: An Open ended equity Schme predominantaly investing in the large cap stocks.
Fund Benchmark: S&P BSE 100 Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Bmsmoney Highlights

Advantages And Disadvantages Of Small Cap Mutual Funds

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.

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Advantages And Disadvantages Of Large Cap Mutual Funds

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

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Advantages And Disadvantages Of Money Market Mutual Funds

Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.

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Table of Contents

Sbi Blue Chip Fund

Fund Nav

Fund Performance Analysis

Sbi Blue Chip Fund Analysis

Performance Summary of Fund

Bmsmoney Large Cap Fund Category Rank: 4

Positive Aspects of Fund

Negative Aspects of Fund

Sbi Blue Chip Fund Performance Snapshot (Regular Plan)

Sbi Blue Chip Fund Performance vs Category Average

Top Performing Peers of Sbi Blue Chip Fund

Top Performing Funds in Large Cap Fund Category

Sbi Blue Chip Fund Performance Snapshot (Direct Plan)

Sbi Blue Chip Fund Regular vs Direct Plan Performance

Sbi Blue Chip Fund Expected Return

Methodology

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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Sbi Blue Chip Fund Additional Return Analysis

Sbi Blue Chip Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Small Cap Mutual Funds

Advantages And Disadvantages Of Large Cap Mutual Funds

Advantages And Disadvantages Of Money Market Mutual Funds