ICICI Prudential Bluechip Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
17.52%
Dekho, investors, ek baar phir hum do fundon ke beech ki comparison karne jaa rahe hain. Fund A, ICICI Prudential Bluechip Fund, ek Large Cap fund hai, jabki Fund B, Axis Small Cap Fund, ek Small Cap fund hai. Aaj hamein yeh jaanna hai ki kis fund mein investment karne se long-term mein aur zyada paise mil sakte hain.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Axis Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 83.91 | 124.14 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.52% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 17.03 |
| Sharpe Ratio | 0.71 | 0.65 |
| 1 Year Return (%) | 24.48% | 4.52% |
| 3 Year Return (%) | 15.44% | 17.52% |
| 5 Year Return (%) | 12.65% | 18.04% |
| Since Launch (%) | 16.42% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty 50 | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 28% | 12% |
🤖 AI Verdict – Which is Better?
Haan, dekhiye, Fund A aur Fund B dono hi "Very High" riskometer score rakhte hain, lekin 3Y return ke mukabale, Fund B zyada achha performance dikhata hai (17.52% vs 15.44%). Lekin, expense ratio ke mukabale, Fund A kam ghataavta hai (0.52% vs 0.92%). Rishte ke mutabiq, Fund A zyada accha 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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
Sach ye hai, investors, SIP ke liye Fund A zyada accha hai. Iska 5Y return 12.65% hai, jo Fund B ka 5Y return (18.04%) se kam hai. Lekin, Fund A ka expense ratio fund B se kam hai. Isliye, Fund A ka monthly SIP 10+ saal ke liye zyada accha hai.
⚠️ Risk & Cost Analysis
Rishte ke mutabiq, Fund B zyada riski hai, lekin Fund A ka expense ratio Fund B se kam hai. Sharpe ratio ke mukabale, Fund B zyada riski hai. Isliye, Fund A ka risk-adjusted return zyada accha hai.
📊 Portfolio Diversification
Asset allocation ke mukabale, Fund A mein equity 96% hai, jabki Fund B mein 88.35% hai. Top holdings ke mukabale, Fund A mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) hain, jabki Fund B mein CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) hain. Isliye, Fund A ka portfolio zyada diversified hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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 B ka 5Y return Fund A ka 5Y return (18.04% vs 12.65%) se kam hai. Isliye, Fund B long run mein zyada accha hai.
Q2: Is the higher risk fund worth it?
Answer: Haan, Fund B ka higher risk Sharpe ratio se dekha jaata hai, jo Fund A se kam hai. Isliye, Fund B ka higher risk worth hai.
Q3: Which fund is more cost-effective?
Answer: Haan, Fund A ka expense ratio Fund B se kam hai (0.52% vs 0.92%). Isliye, Fund A 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