ICICI Prudential Bluechip Fund vs Quantum 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%
Mujhe dekhna hai ki Fund A aur Fund B dono Large Cap fund hai, lekin inke returns aur risk ke beech mein kya antar hai. Aaj hum ye jaanne aayenge ki dono fundon mein kya sahi hai aur kya nahin.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Quantum Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 83.91 | 497.22 |
| AUM (₹ Cr) | 5.81 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.52% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 11.75 |
| Sharpe Ratio | 0.71 | 0.7 |
| 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) | Atul Kumar (3.5 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% | 21% |
🤖 AI Verdict – Which is Better?
Haan, Fund A aur Fund B dono Very High risk ke under aate hai, lekin agar hum long-term wealth creation ke liye seekhein, to Fund A bahut hi accha fund hai. Ye fund 3Y return mein 15.44% return dete hai, jo Fund B ke 14.7% se bada hai. Iske alawa, expense ratio bhi bahut hi kam hai, 0.52%.
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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
Aap SIP ke liye Fund A ka chayan karenge. Ye fund consistent returns dete hai, aur iska 1Y return 24.48% hai, jo bahut hi accha hai. Fund B ka 1Y return -4.02% hai, jo galat hai.
⚠️ Risk & Cost Analysis
Ab hum dekhein ki dono fundon mein kitna risk hai. Riskometer ke anusaar, dono fund Very High risk ke under aate hai. Lekin Volatility ke anusaar, Fund A 12.52% hai, jo Fund B ke 11.75% se zyada hai. Sharpe ratio ke anusaar, Fund A 0.71 hai, jo Fund B ke 0.7 se zyada hai. Isliye, Fund A better risk-adjusted returns dete hai.
📊 Portfolio Diversification
Ab hum dekhein ki dono fundon mein kitna asset allocation hai. Dono fund mein Equity 96.00% aur T-Bills 4.00% hai. Iske alawa, top holdings mein bhi kuch antar hai. Fund A mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. Fund B mein bhi HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), aur Reliance Industries Ltd. (6.9%) hai. Isliye, dono fund mein koi bhi antar nahin hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Quantum 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?
Sach ye hai ki Fund A ka 5Y return 12.65% hai, jo Fund B ke 12.03% se bada hai. Isliye, Fund A better returns dete hai.
Q2: Is the higher risk fund worth it?
Nahin, Fund A mein Volatility 12.52% hai, jo Fund B ke 11.75% se zyada hai. Iske alawa, Sharpe ratio bhi Fund A ke 0.71 se Fund B ke 0.7 kam hai. Isliye, Fund A better risk-adjusted returns dete hai.
Q3: Which fund is more cost-effective?
Sach ye hai ki dono fund mein expense ratio 0.52% hai. Isliye, dono fund 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