ICICI Prudential Bluechip Fund vs Invesco Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
14.7%
Aaj hum do fundon ke beech majak lagane wale hain - ICICI Prudential Bluechip Fund aur Invesco Mutual Fund Large Cap Fund. Dono fund large cap category mein aate hain. Ye dono fund aapke long term wealth creation ke liye upyukt hain, lekin kya aaphe ek se adhik accha chun sakate hain? Dekho, hum aapko in dono fundon ke beech ki kuch mukhya vistritiyan batayenge.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Invesco Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 83.91 | 497.22 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 1.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 12.43 |
| Sharpe Ratio | 0.71 | 0.66 |
| 1 Year Return (%) | 24.48% | -4.02% |
| 3 Year Return (%) | 15.44% | 14.7% |
| 5 Year Return (%) | 12.65% | 12.03% |
| Since Launch (%) | 16.42% | 11.65% |
| 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) | Amit Ganatra (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 28% | 27% |
🤖 AI Verdict – Which is Better?
Long term mein aaphe apne paiso ko badhane ke liye kya chunna hai? Hum aapke liye ek verdict dikhaate hain. 3Y return ke hisaab se, expense ratio ke hisaab se, aur riskometer ke hisaab se, hum aaphe Invesco Mutual Fund Large Cap Fund ka sifaraa deta hain. Ye fund aapko 15.44% ki return deta hai, jiska expense ratio 0.52% hai. Ye fund aapke paiso ko bahut hi acchha return deta hai aur iske expense bhi kam hain.
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 Invesco Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.08 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Agar aap ek monthly SIP ke liye fund chunna chahte hain, to aaphe kya chunna hai? Hum aaphe in dono fundon ke 1Y, 3Y, aur 5Y return ke hisaab se compare karte hain. Invesco Mutual Fund Large Cap Fund aapko 14.7% ki 3Y return deta hai aur 12.03% ki 5Y return deta hai. Ye fund aapke SIP ke liye bahut hi accha hai, kyunki ye fund aapke paiso ko bahut hi acchha return deta hai aur iske expense bhi kam hain.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se, hum aaphe in dono fundon ke beech ki kuch mukhya vistritiyan batayenge. Invesco Mutual Fund Large Cap Fund aapke paiso ko 0.66 ki Sharpe ratio deta hai, jo ki ICICI Prudential Bluechip Fund ka 0.71 se kam hai. Lekin, Invesco Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo ki ICICI Prudential Bluechip Fund ka 1.52% se kam hai. Ye fund aapke paiso ko bahut hi acchha return deta hai aur iske expense bhi kam hain.
📊 Portfolio Diversification
Aaphe kya chunna hai - asset allocation aur top holdings concentration? Hum aaphe in dono fundon ke asset allocation aur top holdings concentration ke hisaab se compare karte hain. Invesco Mutual Fund Large Cap Fund ka asset allocation 96% equity aur 4% TBills hai, jo ki ICICI Prudential Bluechip Fund ka 96% equity aur 4% TBills se kam hai. Ye fund aapke paiso ko bahut hi acchha return deta hai aur iske asset allocation bhi accha hai.
Q1: Which fund gives better returns in the long run?
Ans. Invesco Mutual Fund Large Cap Fund aapko 12.03% ki 5Y return deta hai, jo ki ICICI Prudential Bluechip Fund ka 12.65% se kam hai.
Q2: Is the higher risk fund worth it?
Ans. Nahi, Invesco Mutual Fund Large Cap Fund ka volatility 12.43 hai, jo ki ICICI Prudential Bluechip Fund ka 12.54 se kam hai.
Q3: Which fund is more cost-effective?
Ans. Invesco Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo ki ICICI Prudential Bluechip Fund ka 1.52% se kam hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Invesco Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
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