ICICI Prudential Bluechip Fund vs Quantum 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%
Dekho, aaj hum do large cap funds ke beech ka comparison karne ja rahe hain - ICICI Prudential Bluechip Fund aur Quantum Mutual Fund Large Cap Fund. Ye dono funds large cap category mein aate hain aur humein yeh jaan naa chahiye ki kis fund mein long-term wealth creation ke liye investment karna chahiye.
| Parameter | AICICI Prudential Bluechip Fund - Regular Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Quantum Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 83.91 | 497.22 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 1.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.54 | 11.75 |
| Sharpe Ratio | 0.71 | 0.7 |
| 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) | Atul Kumar (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% | 21% |
🤖 AI Verdict – Which is Better?
Humari jaankari ke anusar, Quantum Mutual Fund Large Cap Fund 3Y return mein 14.7% ki return dete hue, ICICI Prudential Bluechip Fund se bhi accha performance dikhata hai. Lekin, expense ratio ke liye, ICICI Prudential Bluechip Fund 1.52% expense ratio ke saath zyada expensive hai. Haan, riskometer se bhi pata chalta hai ki dono funds high risk ke saath aate hain lekin koi bhi fund 100% safe nahi hota. Chaliye, humari verdict hai ki Quantum Mutual Fund Large Cap Fund aapke long-term wealth creation ke liye better option 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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
SIP (Systematic Investment Plan) ke liye, humari jaankari ke anusar, Quantum Mutual Fund Large Cap Fund apne 14.7% 3Y return ke saath aur consistent performance dikhata hai. Lekin, expense ratio ke liye, ICICI Prudential Bluechip Fund zyada expensive hai. Haan, koi bhi fund monthly SIP ke liye 10+ years ke liye accha nahi hai. Lekin, Quantum Mutual Fund Large Cap Fund aapke long-term wealth creation ke liye better option hai.
⚠️ Risk & Cost Analysis
Chaliye, hum dono funds ke riskometer, volatility, Sharpe ratio, aur expense ratio ke beech ka comparison karte hain. Haan, riskometer se pata chalta hai ki dono funds high risk ke saath aate hain lekin koi bhi fund 100% safe nahi hota. Sharpe ratio ke liye, Quantum Mutual Fund Large Cap Fund 0.7 ki ratio se zyada accha performance dikhata hai. Lekin, expense ratio ke liye, ICICI Prudential Bluechip Fund zyada expensive hai. Haan, volatility ke liye, ICICI Prudential Bluechip Fund 12.54 ke saath zyada high volatility dikhata hai.
📊 Portfolio Diversification
Asset allocation ke liye dono funds ek jaisa hain. 96% equity aur 4% T-Bills hain. Lekin top holdings concentration ke liye Fund A behtar hai. Fund A ka top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain. Fund B ka bhi top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Quantum 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?
Sach ye hai, Fund A ka 5Y return 12.65% hai, jo Fund B ka 12.03% se jyada hai. Isliye Fund A long-term wealth creation ke liye behtar hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka riskometer Very High hai, lekin volatility 12.54 hai. Fund B ka riskometer bhi Very High hai, lekin volatility 11.75 hai. Sharpe ratio ke liye Fund B behtar hai, jo 0.7 hai. Isliye Fund B behtar hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B ka expense ratio 0.52% hai, jo Fund A ka 1.52% se kam hai. Isliye Fund B 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