ICICI Prudential Bluechip Fund vs Old Bridge Mutual Fund Multi 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%
Chaliye, dekho, humein do naye funds ke bare mein jaanne ke liye suna hai. Fund A, ICICI Prudential Bluechip Fund, ek Large Cap fund hai, jabki Fund B, Old Bridge Mutual Fund Multi Cap Fund, ek Multi Cap fund hai. Aaj humein fund A aur fund B ke beech ki tarah ke liye aur kya janna hoga, humein aaj ke is article mein jaanne ke liye suna hai.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Old Bridge Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 83.91 | 8.38 |
| AUM (₹ Cr) | 5.81 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 1.52% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 13.85 |
| Sharpe Ratio | 0.71 | 1.82 |
| 1 Year Return (%) | 24.48% | -11.42% |
| 3 Year Return (%) | 15.44% | 1.9% |
| 5 Year Return (%) | 12.65% | 1.13% |
| Since Launch (%) | 16.42% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 28% | 38% |
🤖 AI Verdict – Which is Better?
Haan, sach ye hai, Fund B, Old Bridge Mutual Fund Multi Cap Fund, long-term wealth creation ke liye better hai. Iska reason hai ki yeh fund 3Y return mein 15.44% ka return deta hai, jabki Fund A 12.65% ka return deta hai. Lekin, yeh dono fund very high riskometer ke saath aate hain. Isliye, humein expense ratio bhi dekhna hoga. Fund B ka expense ratio 1.68% hai, jabki Fund A ka expense ratio 1.52% hai. Lekin, yeh dono fund very high riskometer ke saath aate hain, isliye humein saavdhaani se investment karna hoga.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
SIP (Systematic Investment Plan) ke liye, humein fund ki consistency aur return stability ko dekhna hoga. Fund A ka 1Y return 24.48% hai, jabki Fund B ka 1Y return -11.42% hai. Lekin, Fund A ka 3Y return 15.44% hai, jabki Fund B ka 3Y return 1.9% hai. Isliye, Fund A SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke liye humein dono fund ki comparison karni hoga. Fund A ka riskometer very high hai, jabki Fund B ka riskometer bhi very high hai. Volatility ke liye, Fund A ka 12.54% hai, jabki Fund B ka 13.85 hai. Sharpe ratio ke liye, Fund B ka 1.82 hai, jabki Fund A ka 0.71 hai. Expense ratio ke liye, Fund B ka 1.68% hai, jabki Fund A ka 1.52% hai. Isliye, Fund B better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye humein dono fund ki comparison karni hoga. Fund A ka asset allocation equity mein 96% hai, jabki fund B ka asset allocation bhi equity mein 97% hai. Top holdings concentration ke liye, Fund A ka HDFC Bank Ltd. 8.5% hai, jabki Fund B ka HDFC Bank Ltd. 6.5% hai. Isliye, Fund A ke asset allocation mein kuchh sector risk hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Old Bridge Mutual Fund Multi 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?
Haan, Fund A ka 5Y return 12.65% hai, jabki Fund B ka 5Y return 1.13% hai. Isliye, Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka Sharpe ratio 1.82 hai, jabki Fund A ka Sharpe ratio 0.71 hai. Isliye, Fund B ka risk-adjusted returns better hai. Lekin, yeh dono fund very high riskometer ke saath aate hain, isliye humein saavdhaani se investment karna hoga.
Q3: Which fund is more cost-effective?
Haan, Fund A ka expense ratio 1.52% hai, jabki Fund B ka expense ratio 1.68% hai. Isliye, Fund A more 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