ICICI Prudential Bluechip Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
1.9%
Ab aapko do fund ek ICICI Prudential Bluechip Fund aur Old Bridge Mutual Fund Mid Cap Fund ke beech ka comparison karna hai. Dekho, in dono fund ko Large Cap aur Mid Cap category mein padha jata hai. Aaj hum yeh jaanne wale hain ki in dono fund ke beech kya difference hai aur konsa fund aapko lagataar aay mein invest karna chahiye.
[VERDICT]| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Old Bridge Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 83.91 | 10.59 |
| AUM (₹ Cr) | 5.81 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 1.52% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 15.35 |
| Sharpe Ratio | 0.71 | 1.82 |
| 1 Year Return (%) | 24.48% | 5.79% |
| 3 Year Return (%) | 15.44% | 1.9% |
| 5 Year Return (%) | 12.65% | 1.13% |
| Since Launch (%) | 16.42% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 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%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 28% | 31% |
🤖 AI Verdict – Which is Better?
Haan, in dono fund ka mukhya difference ye hai ki Fund A ki 3Y return 15.44% hai, jabki Fund B ki 3Y return 1.9% hai. Iske alawa, Fund A ka expense ratio 1.52% hai, jabki Fund B ka expense ratio 1.75% hai. Isliye, hum kaha sakte hain ki Fund A lagataar aay mein invest karna aapke liye behtar hai.
[SIP_SUITABILITY]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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Sach ye hai, yeh dono fund SIP keliye thode hi acche hain. Fund A ki 1Y return 24.48% hai, jabki Fund B ki 1Y return 5.79% hai. Iske alawa, Fund A ki asset allocation sabse adhik equity mein hai. Isliye, yeh fund aapke liye shuruaat ke liye accha hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Lekin, Fund B ki volatility 15.35 hai, jabki Fund A ki volatility 12.54 hai. Iske alawa, Fund B ka Sharpe ratio 1.82 hai, jabki Fund A ka Sharpe ratio 0.71 hai. Isliye, yeh fund aapke liye risk se adhik costi hai. Iske alawa, Fund A ka expense ratio Fund B ke expense ratio se bhi kam hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Ab, chaliye yeh jaanein ki dono fund ki asset allocation aur top holdings dono mein kaisi hai. Fund A ki asset allocation 96% equity aur 4% T-Bills mein hai. Iske alawa, Fund A ki top holding HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd hai. Fund B ki asset allocation 94% equity aur 6% T-Bills mein hai. Iske alawa, Fund B ki top holding Voltas Ltd, Mphasis Ltd aur Coforge Ltd hai. Isliye, Fund A ki asset allocation Fund B ki asset allocation se bhi kam risk wali hai.
[FAQ]SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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?
Answer: Fund A ki 5Y return 12.65% hai, jabki Fund B ki 5Y return 1.13% hai. Isliye, Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Answer: Haan, Fund B ki volatility 15.35 hai, jabki Fund A ki volatility 12.54 hai. Iske alawa, Fund B ka Sharpe ratio 1.82 hai, jabki Fund A ka Sharpe ratio 0.71 hai. Isliye, Fund B kai logon ke liye risk se adhik costi ho sakti hai.
Q3: Which fund is more cost‑effective?
Answer: Fund A ka expense ratio 1.52% hai, jabki Fund B ka expense ratio 1.75% hai. Isliye, Fund A Fund B se cost-effective 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