Investment Objective
SBI Large Cap Fund, formerly SBI Bluechip Fund, seeks to provide its investors long-term capital appreciation through active management of a diversified portfolio of large cap equity stocks, as defined by SEBI/AMFI from time to time.
Investment Strategies
- The scheme primarily invests in a diversified portfolio of large cap stocks falling under the 1st -100th company in terms of full market capitalization.
- The fund retains the flexibility to invest up to 20% of the portfolio in mid and small cap stocks.
- The fund manager focuses on generating alpha by investing in high conviction mid and small cap stocks.
- The fund follows a combination of growth and value style of investing.
- The stock picking is based on the combination of top down and bottom-up approach and can choose companies across sectors.
Who Should Invest
- Investors having a medium to long term horizon of 2 to 3 years for capital appreciation and seeking exposure to a mutual fund investing predominantly in large cap companies.
- Those who want steady growth and lower volatility in their equity portfolio.