ICICI Prudential Bluechip Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
17.52%
Apne invest karne ke liye aapko do fund milte hai, ICICI Prudential Bluechip Fund aur Axis Small Cap Fund. Yeh do fund alag-alag category mein aate hai - Large Cap aur Small Cap. Aaj hum yeh dikhayenge ki dono fund mein kya difference hai aur kya features hai jo aapko apne investment ke liye achcha lag sakta hai.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Axis Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 83.91 | 124.14 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 1.52% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 17.03 |
| Sharpe Ratio | 0.71 | 0.65 |
| 1 Year Return (%) | 24.48% | 4.52% |
| 3 Year Return (%) | 15.44% | 17.52% |
| 5 Year Return (%) | 12.65% | 18.04% |
| Since Launch (%) | 16.42% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty 50 | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 28% | 12% |
🤖 AI Verdict – Which is Better?
Agar hum long-term wealth creation ke liye fund ka chayan karne hain, to humko 3Y return, expense ratio, aur risk ke hisaab se fund ka chayan karna hoga. Isme, Axis Small Cap Fund aapke liye better fund hai kyunki yeh fund 3Y return mein 17.52% ka return de raha hai, jiska expense ratio 0.92% hai. Yeh expense ratio ICICI Prudential Bluechip Fund ke expense ratio 1.52% se kam 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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
Ek monthly SIP ke liye fund ka chayan karne ke liye, humko fund ki consistency aur return stability ke liye dekna hoga. Axis Small Cap Fund aapke liye better fund hai kyunki yeh fund 5Y mein 18.04% ka return de raha hai, jo ki ICICI Prudential Bluechip Fund ke 12.65% se zyada hai. Isliye, Axis Small Cap Fund aapke liye better fund hai SIP ke liye.
⚠️ Risk & Cost Analysis
Ab humko riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se fund ka chayan karna hoga. ICICI Prudential Bluechip Fund ke pas high riskometer hai, lekin expense ratio 1.52% hai, jo ki Axis Small Cap Fund ke expense ratio 0.92% se zyada hai. Sharpe ratio ke hisaab se bhi ICICI Prudential Bluechip Fund aapke liye better fund hai kyunki yeh fund 0.71 ka Sharpe ratio hai, jo ki Axis Small Cap Fund ke 0.65 se zyada hai.
📊 Portfolio Diversification
Ab humko fund ki asset allocation aur top holdings concentration ke liye dekna hoga. ICICI Prudential Bluechip Fund mein equity 96% hai, jiska risk hai. Axis Small Cap Fund mein bhi equity 88% hai, lekin T-bills 1.76% hai, jo ki ICICI Prudential Bluechip Fund ke T-bills 4% se kam hai. Isliye, Axis Small Cap Fund aapke liye better fund hai portfolio diversification ke liye.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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?
Axis Small Cap Fund long term mein better returns de raha hai, jiska 5Y return 18.04% hai, jo ki ICICI Prudential Bluechip Fund ke 12.65% se zyada hai.
Q2: Is the higher risk fund worth it?
Haan, ICICI Prudential Bluechip Fund higher risk fund hai, lekin yeh fund Sharpe ratio 0.71 ka hai, jo ki Axis Small Cap Fund ke 0.65 se zyada hai. Isliye, ICICI Prudential Bluechip Fund aapke liye better fund hai.
Q3: Which fund is more cost-effective?
Axis Small Cap Fund aapke liye better fund hai cost-effectiveness ke liye kyunki yeh fund expense ratio 0.92% ka hai, jo ki ICICI Prudential Bluechip Fund ke expense ratio 1.52% se kam 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