Fidelity Blue Chip Growth ETF Returns Calculator
Calculate historical returns and project future compounding for Fidelity Blue Chip Growth (FBCG). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Growth (US)
AUM
$7.31 Billion
Expense Ratio
0.57%
Fund Manager
Sonu Kalra (Fidelity Investments)
Fidelity Blue Chip Growth (FBCG) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 29.9% CAGR | 5 Years @ 14.3% CAGR | 10 Years @ 2020.0% CAGR |
|---|---|---|---|
| $100/mo | $5,858 Invested: $3,600 | $8,796 Invested: $6,000 | $440,006,994,298,294,900,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $12,000 |
| $250/mo | $14,646 Invested: $9,000 | $21,990 Invested: $15,000 | $1,100,017,485,745,737,300,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $30,000 |
| $500/mo | $29,291 Invested: $18,000 | $43,980 Invested: $30,000 | $2,200,034,971,491,474,700,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $60,000 |
| $1,000/mo | $58,583 Invested: $36,000 | $87,961 Invested: $60,000 | $4,400,069,942,982,949,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $120,000 |
| $2,500/mo | $146,457 Invested: $90,000 | $219,902 Invested: $150,000 | $11,000,174,857,457,373,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $300,000 |
* Projections calculated using actual historical 3-year (29.85%), 5-year (14.31%), and 10-year (2020%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Fidelity Blue Chip Growth ETF
Fidelity Blue Chip Growth ETF (FBCG) is the actively managed ETF version of Fidelity's legendary Blue Chip Growth strategy, managing over $7.3 Billion in assets. Led by superstar manager Sonu Kalra, FBCG takes high-conviction positions in industry-leading growth giants poised for exponential market-share gains.
Investment Strategy
Active High-Conviction Growth Strategy â Employs bottom-up fundamental stock selection to invest in well-established 'blue chip' growth companies with visionary leadership, expanding total addressable markets (TAM), and secular growth drivers across AI, semiconductors, software, and healthcare.
Key Facts
- Managed by renowned Fidelity growth manager Sonu Kalra
- Over $7.3 Billion in ETF assets under management
- High-conviction active portfolio with concentrated top holdings
- Competitive 0.57% active ETF expense ratio
Historical Returns
3-Year CAGR
29.85%
5-Year CAGR
14.31%
10-Year CAGR
N/A (Inception 2020)
Benchmark
Russell 1000 Growth Index
Historical annualized returns as of August 2026. Active growth investing carries market risks.
Top Holdings & Sector Allocation
As of September 2026, Fidelity Blue Chip Growth (FBCG)'s portfolio includes:
Top 5 Holdings
- NVIDIA Corp. (NVDA)
- Microsoft Corp. (MSFT)
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Eli Lilly and Co. (LLY)
Sector Allocation
Information Technology 46.8%, Communication Services 17.5%, Consumer Discretionary 15.2%, Healthcare 11.4%, Financials 5.2%, Others 3.9%
Risk & Drawdowns
Standard deviation is ~19.8% reflecting aggressive large-growth active momentum.
Experienced -38% drawdown during the 2022 growth selloff before rebounding with market-leading returns.
Tax Treatment
ETF structure shields investors from taxable capital gain distributions.
Who Should NOT Invest in Fidelity Blue Chip Growth (FBCG)?
Conservative income investors or those unwilling to stomach high-growth market volatility.
About the Fund Manager
Managed by Sonu Kalra, one of Fidelity's most decorated large-cap growth managers.
Who Is This Fund Suitable For?
Ideal for aggressive growth investors seeking active manager alpha, high-conviction mega-cap weighting, and active stock selection to beat passive tech and growth indexes.
More Funds from Fidelity & Similar Schemes
Similar Funds to Consider
- Invesco QQQ Trust (QQQ)
- American Funds Growth Fund of America (AGTHX)
- Vanguard Growth ETF (VUG)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Fidelity Blue Chip Growth (FBCG) Investors
- FIRE Calculator â Plan your retirement corpus with Fidelity Blue Chip Growth (FBCG) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Fidelity Blue Chip Growth (FBCG) could cost you
- SIP vs EMI Calculator â Compare investing in Fidelity Blue Chip Growth (FBCG) vs paying off loans
Frequently Asked Questions About Fidelity Blue Chip Growth (FBCG)
What is the historical SIP return of Fidelity Blue Chip Growth (FBCG)?
Based on the latest data, Fidelity Blue Chip Growth (FBCG) has delivered an annualized return (CAGR) of 29.85% over 3 years, 14.31% over 5 years, and N/A (Inception 2020) over 10 years. Experienced -38% drawdown during the 2022 growth selloff before rebounding with market-leading returns.
How is Fidelity Blue Chip Growth (FBCG) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Fidelity Blue Chip Growth (FBCG) generate over 5 years?
At an estimated annual return rate of 14.31%, a monthly $500 investment ($30,000 total invested) would grow to approximately $43,980 in 5 years, yielding an estimated wealth gain of $13,980. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Fidelity Blue Chip Growth (FBCG)?
Fidelity Blue Chip Growth (FBCG)'s top holdings include NVIDIA Corp. (NVDA), Microsoft Corp. (MSFT), Apple Inc. (AAPL), and Amazon.com Inc. (AMZN). The fund's sector allocation is Information Technology 46.8%, Communication Services 17.5%, Consumer Discretionary 15.2%, Healthcare 11.4%, Financials 5.2%, Others 3.9%.
What is the risk profile of Fidelity Blue Chip Growth (FBCG)?
Standard deviation is ~19.8% reflecting aggressive large-growth active momentum. This fund may not be suitable for conservative income investors or those unwilling to stomach high-growth market volatility..
What are the tax implications of investing in Fidelity Blue Chip Growth (FBCG)?
ETF structure shields investors from taxable capital gain distributions.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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