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ICICI Prudential Bluechip Fund vs Edelweiss Mutual Fund Multi Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

15.44%

VS

3Y Return

14.24%

Mein aapko do mutual funds Fund A aur Fund B ke beech ki comparison dikhane wali hoon. Ye dono fund Large Cap aur Multi Cap fund hain. Aapko yeh jaanne ke liye yeh article padhe ki Fund A aur Fund B mein kya antar hai aur kis fund mein aapko investment karna chahiye.

[VERDICT]
ParameterAICICI Prudential Bluechip Fund - Direct Plan - GrowthBEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseICICI PrudentialEdelweiss Mutual Fund
CategoryLarge CapMulti Cap
NAV (₹)83.9115.12
AUM (₹ Cr)5.81 Lac Cr1.68 Lac Cr
Expense Ratio (%)0.52%1.68%
RiskometerVery HighVery High
Volatility12.5215.25
Sharpe Ratio0.710.68
1 Year Return (%)24.48%3.12%
3 Year Return (%)15.44%14.24%
5 Year Return (%)12.65%8.32%
Since Launch (%)16.42%16.89%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date3 January 201330 October 2023
Exit LoadNilNil
Fund ManagerAnish Tawakley; Vaibhav Dusad (6.5 years yrs)Bharat Lahoti (3.5 years yrs)
BenchmarkNifty 50Nifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsHDFC 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 AllocationEquity: 96.00% | T-Bills: 4.00%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover28%55%

🤖 AI Verdict – Which is Better?

Chaliye, Fund A aur Fund B ke 3Y return, expense ratio, aur risk ke dauran dekhte hain. Fund A ka 3Y return 15.44% hai, jabki Fund B ka 3Y return 14.24% hai. Expense ratio ke hisab se Fund A 0.52% expense ratio ke saath aapko achha hai, jabki Fund B ka expense ratio 1.68% hai. Riskometer ke hisab se dono fund Very High risk walon mein hain. Lekin Fund A ka Sharpe ratio 0.71 hai, jo Fund B se adhik hai. Toh, Fund A aapke liye better fund hai long-term wealth creation ke liye.

[SIP_SUITABILITY]

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 Edelweiss Mutual Fund Multi Cap Fund?

  • Expense ratio: 1.68%
  • 3Y return: 14.24%
  • AUM: 1.68 Lac Cr
  • Sharpe Ratio: 0.68

📈 SIP Suitability

Ab, SIP ke liye dono fund ka suitability dikhane wali hoon. Fund A aur Fund B dono fund ke 10+ saal ke liye SIP karne se aapko stability aur return milenge. Lekin, Fund A ka consistency aur return stability Fund B se adhik hai. Isliye, Fund A aapke liye better fund hai SIP ke liye.

[RISK_COST]

⚠️ Risk & Cost Analysis

Ab, riskometer, volatility, Sharpe ratio, aur expense ratio ke hisab se dono fund ka comparison karte hain. Fund A ka riskometer Very High hai, jabki Fund B ka riskometer bhi Very High hai. Volatility ke hisab se Fund B ka volatility 15.25 hai, jo Fund A se adhik hai. Lekin, Sharpe ratio ke hisab se Fund A ka Sharpe ratio 0.71 hai, jo Fund B se adhik hai. Expense ratio ke hisab se Fund A ka expense ratio 0.52% hai, jo Fund B se kam hai. Toh, Fund A aapke liye better fund hai risk-adjusted returns ke liye.

[PORTFOLIO_INSIGHT]

📊 Portfolio Diversification

Ab, asset allocation aur top holdings concentration ke hisab se dono fund ka comparison karte hain. Fund A ka asset allocation equity 96.00% aur T-Bills 4.00% hai, jabki Fund B ka asset allocation equity 97.00% aur T-Bills 3.00% hai. Top holdings concentration ke hisab se Fund A ka HDFC Bank Ltd. 8.5%, ICICI Bank Ltd. 7.8%, aur Reliance Industries Ltd. 6.9% hai, jabki Fund B ka HDFC Bank Ltd. 6.5%, ICICI Bank Ltd. 5.8%, aur Reliance Industries Ltd. 4.9% hai. Isliye, Fund A ka portfolio diversification Fund B se adhik hai. Lekin, sector risk ke hisab se Fund A ka sector risk Fund B se adhik hai.

[FAQ]

SIP Calculator – Compare Growth Potential

ICICI Prudential Bluechip Fund

1431679.77

@15.4% annual return (3Y)

Edelweiss Mutual Fund Multi Cap Fund

1329792.28

@14.2% 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 5Y return 8.32% se adhik hai. Isliye, Fund A aapke liye better fund hai long-run returns ke liye.

Q2: Is the higher risk fund worth it?

Sach ye hai, Fund A ka volatility 12.52 hai, jo Fund B ka volatility 15.25 se kam hai. Lekin, Sharpe ratio ke hisab se Fund A ka Sharpe ratio 0.71 hai, jo Fund B se adhik hai. Isliye, Fund A aapke liye better fund hai risk-adjusted returns ke liye.

Q3: Which fund is more cost-effective?

Sach ye hai, Fund A ka expense ratio 0.52% hai, jo Fund B ka expense ratio 1.68% se kam hai. Isliye, Fund A aapke liye better fund hai cost-effectiveness ke liye.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.