SBI Bluechip Fund

Sohini Andani is an experienced portfolio manager and an astute stock-picker. Her extensive experience as an analyst and a research head stands out in her bottom-up approach to stock selection. We also view the presence of CIO Navneet Munot and head of equities Srinivasan as a positive. In our opinion the trio of Munot, Srinivasan, and Andani constitute the core pillars at the AMC and have been instrumental in structuring the processes within the fund house. The Bluechip fund is a relative-return strategy focused on incremental fundamental change, positive market expectations, and relative valuations, measured by sales growth, EBITDA margins, and market share changes. They look at companies in terms of their visibility of growth and undertake company visits to evaluate their business models. They have an active universe of stocks that are reviewed on a quarterly basis. The filters for...