← Back to Screener 28% 22% 16% 18% 16%
SBI Blue Chip Fund
SBI Large Cap Direct Plan ▬ Outlook: Steady
Ranked #4 of 5 in Large Cap
43
★★☆☆☆
SmartMoney Score™
Returns (Annualised)
1 Year
12.5%
3 Year
14.9%
5 Year
15.6%
Risk & Cost Metrics
Std Dev (3Y)
13.2%
Sortino
1.18
Max Drawdown
-20.5%
Beta
0.96
Alpha
+1.2%
Expense
0.72%
AUM
₹48,900 Cr
Mgr Tenure
10 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 36
5Y Risk-Adjusted Return 33
Excess Return vs Benchmark 37
Up-Market Participation 51
Risk & Downside
Volatility (Std Dev) 53
Maximum Drawdown 48
Downside-Adjusted Return (Sortino) 31
Down-Market Protection 36
Cost & Efficiency
Expense Ratio vs Category 38
Jensen's Alpha 35
Information Ratio 30
Alpha per Unit of Market Risk 32
Portfolio Quality
Diversification 33
Quality of Holdings 48
Portfolio Liquidity 63
Size vs Mandate (AUM Fit) 57
Stewardship & Momentum
Manager Tenure 57
Fund-House Pedigree 61
Relative Strength (1Y vs peers) 43
Performance Trajectory 58
Pillar Scores
Performance 39/100
Risk & Downside 42/100
Cost & Efficiency 34/100
Portfolio Quality 50/100
Stewardship & Momentum 55/100
vs Benchmark (3Y)
Fund
14.9%
vs
Benchmark
14.1%
Outperformed by 0.8%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.