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Large CapVSLiquid Fund

ICICI Prudential Bluechip Fund vs Tata Mutual Fund Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

15.44%

VS

3Y Return

6.93%

Chaliye dekho Fund A aur Fund B ki comparison. Fund A ICICI Prudential Bluechip Fund hai, jo Large Cap category mein aata hai. Fund B toh Tata Mutual Fund Liquid Fund hai, jo Liquid Fund category mein aata hai. Aaj ham jaanege ki Fund A aur Fund B mein kya fark hai aur kis fund mein lagataar paise karna achha hai.

ParameterAICICI Prudential Bluechip Fund - Direct Plan - GrowthBTata Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseICICI PrudentialTata Mutual Fund
CategoryLarge CapLiquid Fund
NAV (₹)83.915622.79
AUM (₹ Cr)5.81 Lac Cr3.50 Lac Cr
Expense Ratio (%)0.52%0.12%
RiskometerVery HighLow
Volatility12.520.13
Sharpe Ratio0.713.31
1 Year Return (%)24.48%6.17%
3 Year Return (%)15.44%6.93%
5 Year Return (%)12.65%6.11%
Since Launch (%)16.42%50.63%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date3 January 20131 January 2013
Exit LoadNilNil
Fund ManagerAnish Tawakley; Vaibhav Dusad (6.5 years yrs)Sonam Udasi (3.5 years yrs)
BenchmarkNifty 50NIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 96.00% | T-Bills: 4.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover28%297%

🤖 AI Verdict – Which is Better?

Sach ye hai ki Fund A ke 3Y return 15.44% hai, jo Fund B ke 6.93% se bahut jyada hai. Lekin expense ratio ka hisaab lene par Fund B bahut hi kam expense ratio ke saath hai. Aur Fund B ka riskometer Low hai, jo Fund A ke Very High riskometer se alag hai. Haan, Fund A ka 5Y return 12.65% hai, lekin Fund B ka 5Y return 6.11% hai. Dekhiye, Fund A ke liye 3Y return aur kam expense ratio ka hisaab lene par, Fund A Fund B se bhaari hai.

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 Tata Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.93%
  • AUM: 3.50 Lac Cr
  • Sharpe Ratio: 3.31

📈 SIP Suitability

SIP suitability ke liye ham monthly SIP ke liye 10+ saal ke liye fund ki consistency aur return stability ka hisaab lenege. Fund A ka 3Y return 15.44% hai, jo Fund B ke 6.93% se bahut jyada hai. Lekin Fund B ka expense ratio Fund A ke kam expense ratio se kam hai. Haan, Fund B ka riskometer Low hai, jo Fund A ke Very High riskometer se alag hai. Dekhiye, Fund B Fund A se thiik hoga monthly SIP ke liye 10+ saal ke liye.

⚠️ Risk & Cost Analysis

Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisaab se hum dekhege ki Fund A ya Fund B mein kya risk-adjusted returns hain. Fund A ka riskometer Very High hai, jo Fund B ke Low riskometer se alag hai. Lekin Fund B ka volatility Fund A ke volatility se kam hai. Haan, Fund B ka Sharpe ratio 3.31 hai, jo Fund A ke 0.71 Sharpe ratio se jyada hai. Dekhiye, Fund B Fund A se thiik hoga risk-adjusted returns ke liye.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration ke hisaab se hum dekhege ki Fund A ya Fund B mein kya diversification hai. Fund A ka asset allocation Equity mein 96% hai, jo Fund B ke asset allocation T-Bills mein 65% se alag hai. Lekin Fund B ka top holdings concentration Fund A ke top holdings concentration se kam hai. Haan, Fund A ka sector risk Fund B ke sector risk se jyada hai. Dekhiye, Fund B Fund A se thiik hoga portfolio diversification ke liye.

SIP Calculator – Compare Growth Potential

ICICI Prudential Bluechip Fund

1431679.77

@15.4% annual return (3Y)

Tata Mutual Fund Liquid Fund

867076.87

@6.9% 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?

Sach ye hai ki Fund A ka 5Y return 12.65% hai, jo Fund B ke 6.11% se jyada hai. Lekin Fund B ka expense ratio Fund A ke kam expense ratio se kam hai. Haan, Fund B ka riskometer Low hai, jo Fund A ke Very High riskometer se alag hai.

Q2: Is the higher risk fund worth it?

Sach ye hai ki Fund A ka riskometer Very High hai, jo Fund B ke Low riskometer se alag hai. Lekin Fund B ka volatility Fund A ke volatility se kam hai. Haan, Fund B ka Sharpe ratio 3.31 hai, jo Fund A ke 0.71 Sharpe ratio se jyada hai.

Q3: Which fund is more cost-effective?

Sach ye hai ki Fund B ka expense ratio Fund A ke kam expense ratio se kam hai. Haan, Fund B ka exit load N/A hai, jo Fund A ke exit load ke liye N/A hai.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.