ICICI Prudential Bluechip Fund vs Old Bridge 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%
Chaliye, dekho, hum do large cap funds ke beech mein comparison karenge. Fund A hai ICICI Prudential Bluechip Fund Direct Plan Growth aur Fund B hai Old Bridge Mutual Fund Large Cap Fund Direct Plan Growth. Ye donon fund large cap category mein hain aur investment ke liye bahut hi achhe hain. In donon fund ke beech mein hum comparison karenge aur pata karenge ki kis fund se aapko better return mil sakta hai.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Old Bridge Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 83.91 | 497.22 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 11.89 |
| Sharpe Ratio | 0.71 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Haan, humne dono fund ke return ki comparison ki hai. Fund A ke 3Y return 15.44% hai, jabki Fund B ke 3Y return 14.7% hai. Lekin expense ratio ke mukable Fund B ka expense ratio saman hai Fund A ke. Aur riskometer ke mukable dono fund Very High riskometer hai. Haan, humne dekha hai ki Fund A ka Sharpe ratio 0.71 hai, jabki Fund B ka Sharpe ratio 0.69 hai. Sach ye hai, Fund A better hai long term wealth creation ke liye.
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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
SIP suitability ke liye humne dono fund ke 1Y, 3Y aur 5Y return ki comparison ki hai. Fund A ka 1Y return 24.48% hai, jabki Fund B ka 1Y return -4.02% hai. Lekin Fund A ka 3Y return 15.44% hai, jabki Fund B ka 3Y return 14.7% hai. Haan, humne dekha hai ki Fund A ka return stability aur consistency Fund B se zyada hai. Haan, yeh fund aapke monthly SIP ke liye achha hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility aur Sharpe ratio ke mukable humne dono fund ki comparison ki hai. Fund A ka riskometer Very High hai, jabki Fund B ka riskometer bhi Very High hai. Lekin Fund A ka volatility 12.52 hai, jabki Fund B ka volatility 11.89 hai. Haan, humne dekha hai ki Fund A ka Sharpe ratio 0.71 hai, jabki Fund B ka Sharpe ratio 0.69 hai. Haan, yeh fund aapko better risk-adjusted returns dete hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke mukable humne dono fund ki comparison ki hai. Fund A ka asset allocation Equity: 96.00% | T-Bills: 4.00% hai, jabki Fund B ka asset allocation bhi saman hai. Lekin Fund A ka top holdings HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) hai, jabki Fund B ka top holdings bhi saman hai. Haan, yeh fund aapko sector risk se bachayega.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Old Bridge 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?
Haan, humne dekha hai ki Fund A ka 5Y return 12.65% hai, jabki Fund B ka 5Y return 12.03% hai. Haan, yeh fund aapko better long term returns dete hai.
Q2: Is the higher risk fund worth it?
Haan, humne dekha hai ki Fund A ka volatility 12.52 hai, jabki Fund B ka volatility 11.89 hai. Lekin Fund B ka Sharpe ratio 0.69 hai, jabki Fund A ka Sharpe ratio 0.71 hai. Haan, yeh fund aapko better risk-adjusted returns dete hai.
Q3: Which fund is more cost-effective?
Haan, humne dekha hai ki dono fund ka expense ratio saman hai 0.52%. Haan, yeh fund aapko 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