ICICI Prudential Bluechip Fund vs Old Bridge 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%
Aapke paas do bade fund hain, ICICI Prudential Bluechip Fund aur Old Bridge Mutual Fund Large Cap Fund. Ye donon fund Large Cap category mein hain aur apne portfolio mein high-risk, high-reward strategy ka use karte hain. Dekho, hum in donon fundon ke beech ka comparison karenge aur aapko samajhne mein madad karenge ki kis fund mein nivesh karna hoga.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Old Bridge Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 83.91 | 497.22 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 1.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 11.89 |
| Sharpe Ratio | 0.71 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Hum aapko batate hain ki kis fund me long-term wealth creation ke liye nivesh karna hoga. Ye baat aapko 3Y return, expense ratio, aur risk ke adhar par samajhni hogi. Fund A ka 3Y return 15.44% hai aur expense ratio 1.52% hai, jabki Fund B ka 3Y return 14.7% hai aur expense ratio 0.52% hai. Dekho, Fund A ka 3Y return aur expense ratio Fund B se bada hai. Lekin, riskometer donon fundon ko Very High riskometer diya gaya hai. Haan, Fund A ka volatility 12.54 hai, jabki Fund B ka volatility 11.89 hai. Sach ye hai, Fund A ka Sharpe ratio 0.71 hai, jabki Fund B ka Sharpe ratio 0.69 hai. Isliye, hum Fund A ko long-term wealth creation ke liye aapke liye sujhate 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Aapko pata hai ki SIP (Systematic Investment Plan) ke madhyam se aap apna paisa nivesh kar sakte hain. Chaliye, hum donon fundon ke beech ka comparison karenge. Fund A ka 1Y return 24.48% hai, jabki Fund B ka 1Y return -4.02% hai. Lekin, 1Y return aapki SIP strategy ke liye nahi hai. Haan, hum Fund B ka 3Y return aur 5Y return dekhte hain. Fund B ka 3Y return 14.7% hai aur 5Y return 12.03% hai. Isliye, hum Fund B ko SIP ke liye aapke liye sujhate hain, jisse aapko long-term wealth creation milega.
⚠️ Risk & Cost Analysis
Aapko pata hai ki koi bhi fund ki risk aur cost bahut important hai. Chaliye, hum donon fundon ke beech ka comparison karenge. Riskometer donon fundon ko Very High riskometer diya gaya hai, lekin Fund A ka volatility 12.54 hai, jabki Fund B ka volatility 11.89 hai. Haan, Fund A ka Sharpe ratio 0.71 hai, jabki Fund B ka Sharpe ratio 0.69 hai. Iske alawa, expense ratio Fund B 0.52% hai, jabki Fund A ka expense ratio 1.52% hai. Isliye, hum Fund B ko aapke liye sujhate hain, jisse aapko better risk-adjusted returns milega.
📊 Portfolio Diversification
Aapko pata hai ki portfolio diversification bahut zaroori hai. Chaliye, hum donon fundon ke beech ka comparison karenge. Asset allocation donon fundon 96% equity aur 4% T-Bills mein hai. Haan, top holdings concentration bhi donon fundon mein hi hai. Fund A mein HDFC Bank Ltd 8.5%, ICICI Bank Ltd 7.8%, aur Reliance Industries Ltd 6.9% hai. Isi tarah Fund B mein bhi HDFC Bank Ltd 8.5%, ICICI Bank Ltd 7.8%, aur Reliance Industries Ltd 6.9% hai. Isliye, hum donon fundon ko aapke liye samajhne mein madad karenge.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Old Bridge 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.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Fund A ka 5Y return 12.65% hai, jabki Fund B ka 5Y return 12.03% hai. Isliye, Fund A long run mein better returns dete hai.
Q2: Is the higher risk fund worth it?
Fund A ka volatility 12.54 hai, jabki Fund B ka volatility 11.89 hai. Isliye, Fund B ka lower volatility fund hai. Haan, Fund B ka Sharpe ratio 0.69 hai, jabki Fund A ka Sharpe ratio 0.71 hai. Isliye, Fund A ka Sharpe ratio Fund B se bada hai. Isliye, Fund A higher risk fund hai, lekin uska Sharpe ratio Fund B se bada hai.
Q3: Which fund is more cost-effective?
Fund B ka expense ratio 0.52% hai, jabki Fund A ka expense ratio 1.52% hai. Isliye, Fund B 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