ICICI Prudential Bluechip Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
19.19%
Haan, ab hum dekhte hai do fundon ki comparison, ICICI Prudential Bluechip Fund aur Axis Midcap Fund. Jab hum investment ke liye fund chunne mein hain, to sabse pehle humein fund ki category aur performance par dhyan dena chahiye.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Axis Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 83.91 | 136.27 |
| AUM (₹ Cr) | 5.81 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 1.52% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 14.48 |
| Sharpe Ratio | 0.71 | 0.88 |
| 1 Year Return (%) | 24.48% | 7.41% |
| 3 Year Return (%) | 15.44% | 19.19% |
| 5 Year Return (%) | 12.65% | 16.41% |
| Since Launch (%) | 16.42% | 18.68% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 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%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 28% | 12% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye humein fund ka selection karna hai jo 3Y return mein achha perform karta hai, expense ratio mein kam hai aur riskometer mein low hai. Is baat par dhyan dena chahiye ki Fund A ka 3Y return 15.44% hai, jo Fund B ke 19.19% se kam hai. Lekin expense ratio mein Fund A kam hai, 1.52% hai, jabki Fund B ka expense ratio 1.58% hai.
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 Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
SIP ke liye humein fund ka selection karna hai jo consistent return deti hai aur stability mein achha perform karta hai. Fund A ka 1Y return 24.48% hai, jo Fund B ke 7.41% se jyada hai. Isliye, Fund A aapke SIP ke liye achha option hai. Lekin, investment ke risk ko bhi dhyan mein rakhna hoga.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se hum fund ka risk-adjusted return dekh sakte hain. Fund A ka riskometer very high hai, lekin volatility 12.54 hai, jo Fund B ke 14.48 se kam hai. Sharpe ratio mein bhi Fund A ka performance kam hai, 0.71 hai, jabki Fund B ka Sharpe ratio 0.88 hai. Isliye, Fund B aapke liye better risk-adjusted return deti hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisaab se hum fund ki portfolio diversification dekh sakte hain. Fund A ka asset allocation equity mein 96.00% hai, aur top holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain. Fund B ka asset allocation mein equity 89.53% hai, aur top holdings mein The Federal Bank Ltd., Fortis Healthcare Ltd., aur Multi Commodity Exchange Of India Ltd. hain. Isliye, Fund A ka portfolio more diversified hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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 ka 5Y return 12.65% hai, jo Fund B ke 16.41% se kam hai. Isliye, Fund B aapke liye better long-term returns deti hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka Sharpe ratio 0.88 hai, jo Fund A ka 0.71 se jyada hai. Isliye, Fund B aapke liye better risk-adjusted return deti hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A ka expense ratio 1.52% hai, jo Fund B ke 1.58% se kam hai. Isliye, Fund A aapke liye cost-effective option 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