ICICI Prudential Bluechip Fund vs Old Bridge Mutual Fund Multi 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%
Hum ek baar phir se ek important fund comparison kar rahe hain. Aaj hum dekheinge ICICI Prudential Bluechip Fund aur Old Bridge Mutual Fund Multi Cap Fund ko, dono hi Large Cap aur Multi Cap category mein hain. Fund comparison mein hum 3Y return, expense ratio, aur riskometer par dhyan denge. Ab dekhein kya fund aapke liye better hai.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Old Bridge Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 83.91 | 8.38 |
| AUM (₹ Cr) | 5.81 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 0.52% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 13.85 |
| Sharpe Ratio | 0.71 | 1.82 |
| 1 Year Return (%) | 24.48% | -11.42% |
| 3 Year Return (%) | 15.44% | 1.9% |
| 5 Year Return (%) | 12.65% | 1.13% |
| Since Launch (%) | 16.42% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Anish Tawakley; Vaibhav Dusad (6.5 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC 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 Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 28% | 38% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye hum kisi bhi fund ko select karte samay 3Y return, expense ratio, aur riskometer par dhyan dena zaroori hai. Fund A (ICICI Prudential Bluechip Fund) ka 3Y return 15.44% hai, jabki Fund B (Old Bridge Mutual Fund Multi Cap Fund) ka 3Y return 1.9% hai. Expense ratio ke liye Fund A mein 0.52% hai, jabki Fund B mein 1.68% hai. Riskometer ke liye dono hi Very High hai. Haan, yeh dikh raha hai ki Fund A better hai long-term wealth creation ke liye, lekin aapko apne investment goals aur risk appetite ke hisab se decision lena 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Monthly SIP ke liye hum consistent return aur stability ke liye fund ko select karte hain. Fund A ka 1Y return 24.48% hai, jabki Fund B ka 1Y return -11.42% hai. Haan, yeh dikh raha hai ki Fund A consistent return provide karta hai, lekin Fund B ka 3Y aur 5Y return bahut accha hai. Chaliye ab dekhein kya fund SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisab se hum fund ki risk-adjusted return ko compare karte hain. Fund A ka riskometer Very High hai, jabki Fund B ka bhi Very High hai. Volatility ke liye Fund A ka 12.52 hai, jabki Fund B ka 13.85 hai. Sharpe ratio ke liye Fund A ka 0.71 hai, jabki Fund B ka 1.82 hai. Expense ratio ke liye Fund A mein 0.52% hai, jabki Fund B mein 1.68% hai. Haan, yeh dikh raha hai ki Fund A better risk-adjusted return offer karta hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisab se hum fund ki portfolio diversification ko compare karte hain. Fund A ka asset allocation Equity: 96.00% | T-Bills: 4.00% hai, jabki Fund B ka asset allocation Equity: 97.00% | T-Bills: 3.00% hai. Top holdings concentration ke liye Fund A mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai, jabki Fund B mein HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), aur Reliance Industries Ltd. (4.9%) hai. Haan, yeh dikh raha hai ki Fund A ki portfolio diversification better hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Old Bridge Mutual Fund Multi 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 (ICICI Prudential Bluechip Fund) ka 5Y return 12.65% hai, jabki Fund B (Old Bridge Mutual Fund Multi Cap Fund) ka 5Y return 1.13% hai. Yeh dikh raha hai ki Fund A long run mein better return provide karta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B (Old Bridge Mutual Fund Multi Cap Fund) ka Sharpe ratio 1.82 hai, jabki Fund A ka 0.71 hai. Yeh dikh raha hai ki Fund B ka higher risk fund worth hai, lekin aapko apne investment goals aur risk appetite ke hisab se decision lena hoga.
Q3: Which fund is more cost-effective?
Haan, Fund A (ICICI Prudential Bluechip Fund) ka expense ratio 0.52% hai, jabki Fund B (Old Bridge Mutual Fund Multi Cap Fund) ka expense ratio 1.68% hai. Yeh dikh raha hai ki Fund A more 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