ICICI Prudential Bluechip Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.44%
3Y Return
1.9%
Dekho, aaj hum do funds ke beech ka comparison karne ja rahe hain - ICICI Prudential Bluechip Fund aur Old Bridge Mutual Fund Mid Cap Fund. Fund A ek large cap fund hai jiska category Large Cap hai. Fund B ek mid cap fund hai jiska category Mid Cap hai. Aaj hum in dono funds ka comparison karke pata lagayenge ki kis fund me long term wealth creation ke liye investment karna hai.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Old Bridge Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 83.91 | 10.59 |
| AUM (₹ Cr) | 5.81 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.52% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 15.35 |
| Sharpe Ratio | 0.71 | 1.82 |
| 1 Year Return (%) | 24.48% | 5.79% |
| 3 Year Return (%) | 15.44% | 1.9% |
| 5 Year Return (%) | 12.65% | 1.13% |
| Since Launch (%) | 16.42% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 28% | 31% |
🤖 AI Verdict – Which is Better?
Chaliye aaj hum kis fund ko better fund manaenge. Fund A ka 3Y return 15.44% hai, lekin expense ratio 0.52% hai. Fund B ka 3Y return 1.9% hai, lekin expense ratio 1.75% hai. Riskometer me bhi dono funds Very High hai. Dekho, long term wealth creation ke liye hume Fund A hi chunna hoga.
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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Koi bhi SIP ke liye investment karta hai to 10+ saal tak SIP chalne ke baad fund ka consistency aur return stability dikhana jaruri hai. Fund A ke 1Y return 24.48% hai, 3Y return 15.44% hai, aur 5Y return 12.65% hai. Fund B ke 1Y return 5.79% hai, 3Y return 1.9% hai, aur 5Y return 1.13% hai. Dekho, Fund A ka consistency aur return stability Fund B se adhik hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio ke dauran fund ka comparison karna jaruri hai. Fund A ka riskometer Very High hai, volatility 12.52 hai, Sharpe ratio 0.71 hai, aur expense ratio 0.52% hai. Fund B ka riskometer Very High hai, volatility 15.35 hai, Sharpe ratio 1.82 hai, aur expense ratio 1.75% hai. Dekho, Fund A ka riskometer aur volatility Fund B se kam hai, lekin Sharpe ratio aur expense ratio Fund B se adhik hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke dauran fund ka comparison karna jaruri hai. Fund A ka equity 96% hai, T-bills 4% hai, aur top holdings me HDFC Bank Ltd. 8.5%, ICICI Bank Ltd. 7.8%, aur Reliance Industries Ltd. 6.9% hai. Fund B ka equity 94% hai, T-bills 6% hai, aur top holdings me Voltas Ltd. 3.8%, Mphasis Ltd. 3.5%, aur Coforge Ltd. 3.2% hai. Dekho, Fund A ka asset allocation aur top holdings concentration Fund B se adhik hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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, Fund A ka 5Y return 12.65% hai aur 3Y return 15.44% hai, jo Fund B ke 5Y return 1.13% aur 3Y return 1.9% se adhik hai.
Q2: Is the higher risk fund worth it?
Nahin, Fund A ka riskometer aur volatility Fund B se kam hai, lekin Sharpe ratio aur expense ratio Fund B se adhik hai. Isliye, Fund A hi chunna hoga.
Q3: Which fund is more cost‑effective?
Haan, Fund A ka expense ratio 0.52% hai, jo Fund B ke 1.75% se adhik kam hai. Isliye, Fund A hi 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