ICICI Prudential Bluechip Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
12.96%
Ab aapke paas do mutual funds hain, Fund A aur Fund B. Fund A Large Cap fund hai, jabki Fund B Mid Cap fund hai. Dekho, kya aapko pata hai ki kis tarah se ye dono funds aapke pasan ke liye suitable hain. Yeh article aapko fund ke category aur asset allocation ke baare mein jaankari dega, aur aapko decide karne me madad karega ki kis fund mein invest karna chahiye.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Angel One Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 83.91 | 116.77 |
| AUM (₹ Cr) | 5.81 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 1.52% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 14.85 |
| Sharpe Ratio | 0.71 | 0.44 |
| 1 Year Return (%) | 24.48% | -1.93% |
| 3 Year Return (%) | 15.44% | 12.96% |
| 5 Year Return (%) | 12.65% | 12.33% |
| Since Launch (%) | 16.42% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 28% | 25% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A 3Y return mein 15.44% ki gati se forward hai, jabki Fund B ki gati 12.96% hai. Lekin expense ratio kehda me, Fund B 1.75% expense ratio ke saath aage nikal raha hai, jabki Fund A ka expense ratio 1.52% hai. Aur agar aapko risk ki baat karein, toh dono funds Very High riskometer ka shreni mein hain. Haan, Fund B ki volatility 14.85 hai, jabki Fund A ki volatility 12.54 hai. Isliye, hamara verdict hai ki Fund A aapke liye better fund hai long-term wealth creation ke liye.
Why consider ICICI Prudential Bluechip Fund?
- Expense ratio: 1.52%
- 3Y return: 15.44%
- AUM: 5.81 Lac Cr
- Sharpe Ratio: 0.71
Why consider Angel One Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
Ab SIP suitabiliti ke baare mein baat karein. Dekho, Fund A ki consistency aur return stability Fund B ki tulna me kam hai. Fund A ki 5Y return 12.65% hai, jabki Fund B ki 5Y return 12.33% hai. Isliye, agar aap monthly SIP 10+ saal ke liye karte hain, toh Fund B aapke liye better fund hai.
⚠️ Risk & Cost Analysis
Ab riskometer, volatility, Sharpe ratio, aur expense ratio ke baare mein baat karein. Dekho, dono funds Very High riskometer ka shreni mein hain. Lekin volatility kehda me, Fund B ki volatility 14.85 hai, jabki Fund A ki volatility 12.54 hai. Sharpe ratio kehda me, Fund A ki Sharpe ratio 0.71 hai, jabki Fund B ki Sharpe ratio 0.44 hai. Isliye, Fund A aapke liye better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Ab asset allocation aur top holdings concentration ke baare mein baat karein. Dekho, Fund A ki asset allocation 96% equity aur 4% T-Bills mein hai. Isliye, Fund A ka portfolio diversified hai. Fund B ki asset allocation bhi 94% equity aur 6% T-Bills mein hai. Isliye, Fund B ka portfolio bhi diversified hai. Top holdings concentration kehda me, Fund A ki top 3 holdings HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. Isliye, Fund A ka portfolio sector risk mein hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Sach ye hai, Fund A ki 5Y return 12.65% hai, jabki Fund B ki 5Y return 12.33% hai. Isliye, Fund A aapke liye better fund hai long-term wealth creation ke liye.
Q2: Is the higher risk fund worth it?
Haan, Fund B ki volatility 14.85 hai, jabki Fund A ki volatility 12.54 hai. Lekin Sharpe ratio kehda me, Fund A ki Sharpe ratio 0.71 hai, jabki Fund B ki Sharpe ratio 0.44 hai. Isliye, Fund A aapke liye better risk-adjusted returns offer karta hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A ka expense ratio 1.52% hai, jabki Fund B ka expense ratio 1.75% hai. Isliye, Fund A aapke liye better cost-effective fund hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price