ICICI Prudential Bluechip Fund vs Quantum 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
7.98%
Chaliye dekho, aaj hum do mutual funds ke beech ka comparison karne jaa rahe hain. Fund A, ICICI Prudential Bluechip Fund, Large Cap shreni mein hai, jabki Fund B, Quantum Mutual Fund Multi Cap Fund, Multi Cap shreni mein hai. Aaj hum jaanege ki kyon Fund B zyada sahi hai long-term wealth creation ke liye, aur kya Fund A ka riskometer aur volatility kai baar Fund B se adhik hai.
| Parameter | AICICI Prudential Bluechip Fund - Direct Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | ICICI Prudential | Quantum Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 83.91 | 8.38 |
| AUM (₹ Cr) | 5.81 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 0.52% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 12.52 | 13.65 |
| Sharpe Ratio | 0.71 | 0.27 |
| 1 Year Return (%) | 24.48% | -11.42% |
| 3 Year Return (%) | 15.44% | 7.98% |
| 5 Year Return (%) | 12.65% | 4.71% |
| 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) | Atul Kumar (3.5 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% | 35% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A ka 3Y return 15.44% hai, jo Fund B se adhik hai. Lekin, Fund A ka expense ratio 0.52% hai, jo Fund B ke 1.68% se kam hai. Aur, Fund A ka riskometer Very High hai, lekin Fund B ka bhi riskometer Very High hai. Haan, Fund A ka Sharpe ratio 0.71 hai, jo Fund B ke 0.27 se adhik hai. Toh, haalanki Fund A ka 5Y return Fund B se kam hai, Fund A zyaada sahi fund 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 Quantum Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
Jab karein monthly SIP ke liye, to Fund B zyaada sahi hai kyonki Fund A ka 5Y return Fund B se kam hai. Lekin, Fund B ka expense ratio Fund A ke expense ratio se adhik hai. Chaliye dekho, Fund B ka asset allocation Equity mein 97% hai, jabki Fund A ka asset allocation Equity mein 96% hai. Haan, Fund A ka consistency Fund B se zyada hai.
⚠️ Risk & Cost Analysis
Chaliye dekho, Fund B ka riskometer Very High hai, aur volatility 13.65 hai. Lekin, Fund A ka riskometer bhi Very High hai, aur volatility 12.52 hai. Haan, Fund A ka Sharpe ratio 0.71 hai, jo Fund B ke 0.27 se adhik hai. Toh, Fund A ka risk-adjusted return Fund B se adhik hai.
📊 Portfolio Diversification
Chaliye dekho, Fund A ka asset allocation Equity mein 96% hai, jabki Fund B ka asset allocation Equity mein 97% hai. Haan, Fund A ka top holdings concentration Fund B se kam hai. Lekin, Fund B ka sector risk Fund A ke sector risk se adhik hai. Haan, Fund B ka top holdings mein HDFC Bank Ltd. aur ICICI Bank Ltd. dono hai.
SIP Calculator – Compare Growth Potential
ICICI Prudential Bluechip Fund
₹1431679.77
@15.4% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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, jo Fund B ke 4.71% se adhik hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka riskometer Very High hai, lekin Fund A ka Sharpe ratio Fund B ke Sharpe ratio se adhik hai. Toh, haalanki Fund A ka riskometer high hai, Fund A ka risk-adjusted return Fund B se adhik hai.
Q3: Which fund is more cost-effective?
Haan, Fund A ka expense ratio 0.52% hai, jo Fund B ke 1.68% se kam hai. Toh, Fund A zyaada sahi fund hai cost-effectiveness ke liye.
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