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Large CapVSLiquid Fund

ICICI Prudential Bluechip Fund vs Invesco Mutual Fund Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

15.44%

VS

3Y Return

6.93%

Dekho, aap logon ke liye main do funds ke beech ka comparison karne wala hai. Fund A ICICI Prudential Bluechip Fund hai jo Large Cap category mein aata hai. Iske alawa, main aapko Fund B Invesco Mutual Fund Liquid Fund ke baare mein bhi batane wala hoon. Ye fund Liquid Fund category mein aata hai. Chaliye, aaj hum iske baare mein jaante hain.

ParameterAICICI Prudential Bluechip Fund - Regular Plan - GrowthBInvesco Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseICICI PrudentialInvesco Mutual Fund
CategoryLarge CapLiquid Fund
NAV (₹)83.913819.94
AUM (₹ Cr)5.81 Lac Cr3.76 Lac Cr
Expense Ratio (%)1.52%0.12%
RiskometerVery HighLow
Volatility12.540.13
Sharpe Ratio0.713.31
1 Year Return (%)24.48%6.17%
3 Year Return (%)15.44%6.93%
5 Year Return (%)12.65%6.11%
Since Launch (%)16.42%6.82%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date3 January 20131 January 2013
Exit LoadNilNil
Fund ManagerAnish Tawakley; Vaibhav Dusad (6.5 years yrs)Amit Ganatra (3.5 years yrs)
BenchmarkNifty 50NIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 96.00% | T-Bills: 4.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover28%269%

🤖 AI Verdict – Which is Better?

Haan, Fund A aur Fund B dono mein aapko investment karna hai hai. Lekin, agar aapke liye long-term wealth creation ka mudda hai, to Fund B Invesco Mutual Fund Liquid Fund aapke liye achha hai. Iska 3Y return 6.93% hai, jo Fund A ki 3Y return (15.44%) se kam hai lekin expense ratio 0.12% hai, jo Fund A ki 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 Invesco Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 3.76 Lac Cr
  • Sharpe Ratio: 3.31

📈 SIP Suitability

SIP Suitability ke liye, humein apne liye achhe fund ko chunna hai. Dekho, Fund A ki 1Y return 24.48% hai, jo bade return deta hai lekin Fund B ki 1Y return bhi 6.17% hai. Lekin, Fund B ki consistency aur return stability Fund A se bhi acchi hai. Isliye, agar aapko SIP karna hai to Fund B aapke liye accha hai.

⚠️ Risk & Cost Analysis

Haan, ab hum apne liye risk aur cost ko samajhne wala hain. Dekho, Fund A ka riskometer Very High hai aur volatility 12.54 hai. Iske alawa, Sharpe ratio 0.71 hai aur expense ratio 1.52%. Fund B ka riskometer Low hai aur volatility 0.13 hai. Iske alawa, Sharpe ratio 3.31 hai aur expense ratio 0.12%. Isme se, Fund B aapke liye accha hai.

📊 Portfolio Diversification

Portfolio diversification ke liye, hum apne liye asset allocation aur top holdings ko samajhne wala hain. Dekho, Fund A ka asset allocation Equity 96.00% aur T-Bills 4.00% hai. Iske alawa, top holdings HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) hai. Fund B ka asset allocation T-Bills 65.00%, CD 20.00%, CP 10.00% aur Cash 5.00% hai. Iske alawa, top holdings State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%) hai. Isme se, Fund B aapke liye accha hai.

SIP Calculator – Compare Growth Potential

ICICI Prudential Bluechip Fund

1431679.77

@15.4% annual return (3Y)

Invesco Mutual Fund Liquid Fund

867076.87

@6.9% 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 lekin Fund B ka 5Y return 6.11% hai. Isliye, Fund A long run mein aapke liye accha hai.

Q2: Is the higher risk fund worth it?

Haan, Fund A ka riskometer Very High hai lekin Sharpe ratio 0.71 hai. Iske alawa, volatility 12.54 hai. Lekin, Fund B ka riskometer Low hai aur Sharpe ratio 3.31 hai. Isliye, Fund B aapke liye accha hai.

Q3: Which fund is more cost-effective?

Haan, Fund B ka expense ratio 0.12% hai jo Fund A ki expense ratio (1.52%) se kam hai. Isliye, Fund B aapke liye accha hai.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.