ICICI Prudential Bluechip Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
21.36%
Dekho, aapke paas do bade fund hain, Fund A - ICICI Prudential Bluechip Fund aur Fund B - Axis Bluechip Fund. Dono large cap funds hain. Is article mein hum aapko pata karne ki koshish karenge ki dono fundon ke beech kya aisa hai aur aapko kis fund mein invest karna chahiye.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 83.91 | 20.09 |
| AUM (₹ Cr) | 5.81 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 11.32 |
| Sharpe Ratio | 0.71 | 1.31 |
| 1 Year Return (%) | 24.48% | 5.85% |
| 3 Year Return (%) | 15.44% | 21.36% |
| 5 Year Return (%) | 12.65% | 5.92% |
| Since Launch (%) | 16.42% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 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% | 16% |
🤖 AI Verdict – Which is Better?
Chaliye, hum darte hain ki Fund A aur Fund B dono hi very high riskometer ke saath aaye hain, lekin Fund A ka 5Y return 12.65% hai, jo Fund B ka 5Y return 5.92% se zyada hai. Iske alawa, Fund A ka expense ratio 0.52% hai, jo Fund B ke expense ratio se kam hai. Haan, Fund A aapke liye long-term wealth creation ke liye acha fund hai.
Why consider ICICI Prudential Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 15.44%
- AUM: 5.81 Lac Cr
- Sharpe Ratio: 0.71
Why consider Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
Haan, SIP ke liye dono fund suitable hain. Dekho, dono fund 10+ saal ke liye monthly SIP ke liye consistent return dete hain. Lekin, Fund A ka 3Y return 15.44% hai, jo Fund B ka 3Y return 21.36% se kam hai. Isliye, Fund B aapke liye SIP ke liye better fund hai.
⚠️ Risk & Cost Analysis
Sach ye hai, riskometer aur volatility se Fund A kam risk wala fund hai. Lekin, Fund A ka Sharpe ratio 0.71 hai, jo Fund B ka Sharpe ratio 1.31 se kam hai. Iske alawa, Fund A ka expense ratio 0.52% hai, jo Fund B ke expense ratio se kam hai. Isliye, Fund A aapke liye better risk-adjusted returns dete hai.
📊 Portfolio Diversification
Haan, portfolio diversification ke liye dono fund asset allocation ke saath aaye hain. Lekin, Fund A ka asset allocation Equity: 96.00% aur T-Bills: 4.00% hai. Fund B ka asset allocation bhi Equity: 96.00% aur T-Bills: 4.00% hai. Iske alawa, dono fund ki top holdings concentration bhi aisi hai. Lekin, Fund A ka top holding HDFC Bank Ltd. (8.5%) hai, jo Fund B ka top holding bhi HDFC Bank Ltd. (8.5%) hai. Isliye, dono fund mein sector risk hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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, jo Fund B ka 5Y return 5.92% se zyada hai. Isliye, Fund A aapke liye long-term wealth creation ke liye acha fund hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A kam risk wala fund hai, lekin Fund B ka Sharpe ratio 1.31 hai, jo Fund A ka Sharpe ratio 0.71 se zyada hai. Isliye, Fund B aapke liye better risk-adjusted returns dete hai.
Q3: Which fund is more cost-effective?
Haan, Fund A ka expense ratio 0.52% hai, jo Fund B ke expense ratio se kam hai. Isliye, Fund A aapke liye 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