SBI BLUE CHIP Fund Direct Growth

Scheme code: INF200K01QX4 NAV value: ₹ 94.4373 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 12.78 38.35 25.39 31.36
3 year 11.48 19.30 15.64 16.43
5 year 15.12 21.82 17.79 17.82
7 year 12.89 16.22 14.30 14.67
10 year 13.03 17.28 15.37 14.61

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 25.39
3 year 7.63 16.87 13.32 15.64
5 year 12.6 19.62 15.37 17.79
7 year 10.81 15.2 13.42 14.3
10 year 9.81 13.99 12.12 15.37
NIFTY NEXT 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 9.82 79.75 55.14 25.39
3 year 11.58 25.57 20.12 15.64
5 year 15.11 24.71 19.88 17.79
7 year 9.62 16.24 13.78 14.3
10 year 11.93 17.68 15.62 15.37
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 25.39
3 year 7.94 17.89 14.14 15.64
5 year 13.28 20.23 15.93 17.79
7 year 10.62 15.28 13.42 14.3
10 year 10.08 14.47 12.61 15.37

Rolling return for 1 year

Average return: 25.39%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.5 12.78 16.5 12.78 1.86 14.64 01-2024 01-2025
20 18.12 25.27 13.15 4.34 19.14 12-2023 12-2024
26.02 24.98 31.94 19.37 4.46 25.58 11-2023 11-2024
30.5 32 38.35 24.51 4.92 31.34 10-2023 10-2024
29.14 32.28 36.61 25.05 4.24 30.77 09-2023 09-2024
26.14 29.49 32.61 23.17 3.54 27.85 08-2023 08-2024
26.31 27.73 31.01 23.14 2.83 27.05 07-2023 07-2024
21.18 27.04 32.38 16.29 6.06 24.22 06-2023 06-2024
23.61 24.97 29.54 19.25 3.67 24.34 05-2023 05-2024
29.13 26.67 32.55 23.4 3.35 27.94 04-2023 04-2024
28.25 27.91 33.11 23.24 3.49 28.13 03-2023 03-2024
24.05 23.13 27.27 20.02 2.58 23.62 02-2023 02-2024

Rolling return for 3 year

Average return: 15.64%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.77 12.15 14.77 12.15 1.31 13.46 01-2022 01-2025
15.56 14.98 17.23 13.34 1.39 15.28 12-2021 12-2024
13.97 13.2 15.73 11.48 1.53 13.6 11-2021 11-2024
14.21 14.49 16.46 12.28 1.48 14.36 10-2021 10-2024
15.91 16.27 18.1 14.11 1.42 16.1 09-2021 09-2024
16.28 16.35 18.23 14.43 1.34 16.32 08-2021 08-2024
17.86 18.29 19.3 16.85 0.88 18.08 07-2021 07-2024
14.96 17.49 18.4 14.08 1.77 16.23 06-2021 06-2024
17.13 16.24 18.97 14.44 1.63 16.7 05-2021 05-2024
17.47 16.76 18.5 15.74 1.01 17.12 04-2021 04-2024
16.05 14.74 17.49 13.33 1.54 15.4 03-2021 03-2024
16.17 13.84 17.17 12.88 1.73 15.02 02-2021 02-2024

Rolling return for 5 year

Average return: 17.79%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.44 16.64 17.44 16.64 0.4 17.04 01-2020 01-2025
17.58 17.83 18.59 16.82 0.63 17.7 12-2019 12-2024
17.07 17.74 18.15 16.67 0.57 17.41 11-2019 11-2024
19.12 18.94 20.52 17.56 1.05 19.04 10-2019 10-2024
20.46 19.87 21.82 18.53 1.18 20.17 09-2019 09-2024
19.81 20.1 21.01 18.9 0.75 19.95 08-2019 08-2024
19.11 18.23 19.98 17.37 0.97 18.67 07-2019 07-2024
16.02 17.3 18.09 15.25 1.1 16.66 06-2019 06-2024
17.05 16.2 18.15 15.12 1.11 16.63 05-2019 05-2024
16.24 16.33 16.84 15.73 0.39 16.28 04-2019 04-2024
16.98 16.18 17.85 15.32 0.94 16.58 03-2019 03-2024
17.58 17.06 18.18 16.46 0.64 17.32 02-2019 02-2024

Rolling return for 7 year

Average return: 14.30%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.41 12.89 13.41 12.89 0.26 13.15 01-2018 01-2025
14.01 13.9 14.72 13.2 0.54 13.96 12-2017 12-2024
13.8 14.07 14.55 13.33 0.44 13.94 11-2017 11-2024
14.74 15.05 15.7 14.1 0.58 14.9 10-2017 10-2024
15.29 15.31 16.22 14.39 0.65 15.3 09-2017 09-2024
14.62 14.77 15.44 13.96 0.53 14.7 08-2017 08-2024
14.91 14.83 15.51 14.24 0.45 14.87 07-2017 07-2024
13.7 14.82 15.14 13.38 0.74 14.26 06-2017 06-2024
13.97 14.13 14.73 13.37 0.48 14.05 05-2017 05-2024
14.01 14.01 14.43 13.58 0.3 14.01 04-2017 04-2024
14.22 14.14 14.83 13.54 0.46 14.18 03-2017 03-2024
14.34 14.3 14.75 13.89 0.3 14.32 02-2017 02-2024

Rolling return for 10 year

Average return: 15.37%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.04 13.03 14.04 13.03 0.5 13.54 01-2015 01-2025
14.29 14.09 14.78 13.6 0.42 14.19 12-2014 12-2024
13.97 14.07 14.49 13.55 0.33 14.02 11-2014 11-2024
15.14 14.97 15.82 14.3 0.54 15.06 10-2014 10-2024
15.1 15.4 15.75 14.75 0.37 15.25 09-2014 09-2024
15.49 15.36 16.07 14.79 0.45 15.43 08-2014 08-2024
15.77 15.68 16.19 15.26 0.33 15.72 07-2014 07-2024
15.27 15.62 16.29 14.6 0.61 15.44 06-2014 06-2024
16.38 15.75 16.93 15.21 0.65 16.07 05-2014 05-2024
16.33 16.36 16.64 16.06 0.21 16.35 04-2014 04-2024
16.63 16.38 17.06 15.95 0.4 16.5 03-2014 03-2024
16.98 16.77 17.28 16.47 0.3 16.88 02-2014 02-2024