SBI BLUE CHIP Fund Direct Growth

Scheme code: INF200K01QX4 NAV value: ₹ 98.5802 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.00	38.35	20.64	23.94
3 year	10.11	34.32	17.96	17.2
5 year	2.50	27.69	13.97	13.9
7 year	7.69	18.78	13.90	13.25
10 year	11.74	18.38	15.48	14.33
12 year	14.91	16.09	15.59	14.57

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	20.64
3 year	6.28	33.32	15.79	17.96
5 year	3.54	26.02	13.5	13.97
7 year	3.33	15.62	11.71	13.9
10 year	3.49	17.22	10.6	15.48
12 year	3.07	16.17	10.84	15.59
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.04	20.64
3 year	8.15	28.1	17.95	17.96
5 year	3.67	42.35	13.68	13.97
7 year	-2.14	19.44	12.59	13.9
10 year	3.39	23	13.41	15.48
12 year	1.81	21.18	13.31	15.59
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	20.64
3 year	9.08	58.7	29.31	17.96
5 year	3.67	48	18.04	13.97
7 year	3.8	31.03	14.14	13.9
10 year	3.8	28.93	12.39	15.48
12 year	3.63	26.65	12.59	15.59
15 year	7.01	32.26	12.89

Rolling return for 1 year

- Average return: 20.64% - Median return: 23.16% - Average standard deviation: 4.02

Rolling return for 3 year

- Average return: 17.96% - Median return: 16.8% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 13.97% - Median return: 13.81% - Average standard deviation: 0.94

Rolling return for 7 year

- Average return: 13.9% - Median return: 13.91% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 15.48% - Median return: 15.7% - Average standard deviation: 0.43

Rolling return for 12 year

- Average return: 15.59% - Median return: 15.54% - Average standard deviation: 0.37

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,90,262	90,262	7.53
3 year	36,00,000	46,09,172	10,09,172	8.59
5 year	60,00,000	88,43,437	28,43,437	8.07
7 year	84,00,000	1,38,35,117	54,35,117	7.39
10 year	1,20,00,000	2,60,04,647	1,40,04,647	8.04
12 year	1,44,00,000	3,64,72,616	2,20,72,616	8.05

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	7.53
3 year	7.3	8.59
5 year	7.48	8.07
7 year	6.39	7.39
10 year	5.95	8.04
12 year	6.11	8.05

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.5	7.53
3 year	9.49	8.59
5 year	8.66	8.07
7 year	7.16	7.39
10 year	7.67	8.04
12 year	7.67	8.05

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	7.53
3 year	20.64	8.59
5 year	13	8.07
7 year	9.48	7.39
10 year	7.99	8.04
12 year	8.12	8.05

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,90,262 - Absolute Returns: ₹90,262 - CAGR: 7.53%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,09,172 - Absolute Returns: ₹10,09,172 - CAGR: 8.59%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,43,437 - Absolute Returns: ₹28,43,437 - CAGR: 8.07%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,38,35,117 - Absolute Returns: ₹54,35,117 - CAGR: 7.39%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,60,04,647 - Absolute Returns: ₹1,40,04,647 - CAGR: 8.04%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,64,72,616 - Absolute Returns: ₹2,20,72,616 - CAGR: 8.05%