ICICI Prudential Bluechip Fund vs HDFC Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
15.78%
Dekho, aapke paas do fund hain - ICICI Prudential Bluechip Fund aur HDFC Small Cap Fund. Ye dono fund ek- ek large cap aur small cap category ke hain. Aaj hum unke beech mein kuch mukhya antar dekhein aur aapko pata chalega ki kis fund mein long-term ke liye paise invest karna chahiye.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BHDFC Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | HDFC Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 83.91 | 152.64 |
| AUM (₹ Cr) | 5.81 Lac Cr | 3.82 Lac Cr |
| Expense Ratio (%) | 0.52% | 0.73% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 16.9 |
| Sharpe Ratio | 0.71 | 0.55 |
| 1 Year Return (%) | 24.48% | 0.2% |
| 3 Year Return (%) | 15.44% | 15.78% |
| 5 Year Return (%) | 12.65% | 18.08% |
| Since Launch (%) | 16.42% | 18.02% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 30 June 2014 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (11.9 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%) | Aster DM Healthcare Ltd. (4.42%), Bank Of Baroda (3.23%), Firstsource Solutions Ltd. (3.17%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 90.45% |
| Portfolio Turnover | 28% | 6% |
🤖 AI Verdict – Which is Better?
Haan, chaliye aapko pata chal jaaye ki kis fund mein paise invest karna chahiye. Long-term ke liye humein 3Y return, expense ratio aur risk ka dhyan dena hoga. Dekho, ICICI Prudential Bluechip Fund ka 3Y return 15.44% hai, jiska expense ratio 0.52% hai. HDFC Small Cap Fund ka 3Y return 15.78% hai, lekin expense ratio 0.73% hai. Sach ye hai ki ICICI Prudential Bluechip Fund mein paise invest karna chahiye.
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 HDFC Small Cap Fund?
- Expense ratio: 0.73%
- 3Y return: 15.78%
- AUM: 3.82 Lac Cr
- Sharpe Ratio: 0.55
📈 SIP Suitability
Aapko pata hai ki SIP kya hai, na? Ye aapke paise ko regular interval par invest karne ka ek tarika hai. Dekho, ICICI Prudential Bluechip Fund ka 1Y return 24.48% hai, lekin HDFC Small Cap Fund ka 1Y return 0.2% hai. Isse pata chalta hai ki ICICI Prudential Bluechip Fund SIP mein better hai. Ye fund 10+ years ke liye aapke liye accha hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ka bhi dhyan dena hoga. Dekho, ICICI Prudential Bluechip Fund ka riskometer very high hai, lekin volatility 12.52 hai. HDFC Small Cap Fund ka riskometer bhi very high hai, lekin volatility 16.9 hai. Sharpe ratio bhi ICICI Prudential Bluechip Fund ka 0.71 hai, lekin HDFC Small Cap Fund ka 0.55 hai. Isse pata chalta hai ki ICICI Prudential Bluechip Fund mein paise invest karna chahiye.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ka bhi dhyan dena hoga. Dekho, ICICI Prudential Bluechip Fund mein equity 96.00% hai, aur T-Bills 4.00% hai. HDFC Small Cap Fund mein equity 90.45% hai. Top holdings concentration mein bhi ICICI Prudential Bluechip Fund mein HDFC Bank Ltd. 8.5%, ICICI Bank Ltd. 7.8% aur Reliance Industries Ltd. 6.9% hai. HDFC Small Cap Fund mein Aster DM Healthcare Ltd. 4.42%, Bank Of Baroda 3.23% aur Firstsource Solutions Ltd. 3.17% hai. Isse pata chalta hai ki ICICI Prudential Bluechip Fund mein portfolio diversification better hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
HDFC Small Cap Fund
₹1462201.27
@15.8% 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?
ICICI Prudential Bluechip Fund ka 5Y return 12.65% hai, lekin HDFC Small Cap Fund ka 5Y return 18.08% hai. Isse pata chalta hai ki HDFC Small Cap Fund mein paise invest karna chahiye.
Q2: Is the higher risk fund worth it?
HDFC Small Cap Fund ka volatility 16.9 hai, lekin ICICI Prudential Bluechip Fund ka volatility 12.52 hai. Sharpe ratio bhi ICICI Prudential Bluechip Fund ka 0.71 hai, lekin HDFC Small Cap Fund ka 0.55 hai. Isse pata chalta hai ki ICICI Prudential Bluechip Fund mein paise invest karna chahiye.
Q3: Which fund is more cost-effective?
ICICI Prudential Bluechip Fund ka expense ratio 0.52% hai, lekin HDFC Small Cap Fund ka expense ratio 0.73% hai. Isse pata chalta hai ki ICICI Prudential Bluechip Fund mein paise invest karna chahiye.
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