SBI Blue Chip Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.44%
3Y Return
12.96%
Dekho, aapke paas do alag-alag funds hain - SBI Blue Chip Fund aur Angel One Mutual Fund Mid Cap Fund. Ye dono funds large cap aur mid cap funds ke under aaye hain. Ye article aapko itna jaankari dega ki aap dono funds ke beech mein kya antar hai aur kis fund se aapko adhik laabh mil sakta hai.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 166.74 | 116.77 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 1.43% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 14.85 |
| Sharpe Ratio | 0.52 | 0.44 |
| 1 Year Return (%) | -0.75% | -1.93% |
| 3 Year Return (%) | 12.44% | 12.96% |
| 5 Year Return (%) | 13.47% | 12.33% |
| Since Launch (%) | 22.61% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 8% | 25% |
🤖 AI Verdict – Which is Better?
Haan, hum aapko batate hain ki kis fund se aapko adhik laabh mil sakta hai. Dekho, SBI Blue Chip Fund ka 3Y return 12.44% hai, jiska 5Y return 13.47% hai. Angel One Mutual Fund Mid Cap Fund ka 3Y return 12.96% hai, lekin 5Y return 12.33% hai. Expense ratio ka matlab hai ki aapko investment ke liye kitni fees deni padti hai. SBI Blue Chip Fund ka expense ratio 1.43% hai, jabki Angel One Mutual Fund Mid Cap Fund ka expense ratio 1.75% hai. Haalanki, riskometer me SBI Blue Chip Fund ka risk level bhi very high hai. Sach ye hai, SBI Blue Chip Fund aapke liye adhik suitable fund hai.
Why consider SBI Blue Chip Fund?
- Expense ratio: 1.43%
- 3Y return: 12.44%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 0.52
Why consider Angel One Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
SIP (Systematic Investment Plan) ke madhyam se aap apne investment ko regular karte hain. Dekho, jo fund consistently return deti hai, usse SIP ke liye adhik suitable fund kaha jata hai. SBI Blue Chip Fund ka 1Y return -0.75% hai, jabki Angel One Mutual Fund Mid Cap Fund ka 1Y return -1.93% hai. Lekin, 3Y return aur 5Y return me SBI Blue Chip Fund ka return adhik hai. Haalanki, SBI Blue Chip Fund ka expense ratio 1.43% hai, jiska 1.75% hoga Angel One Mutual Fund Mid Cap Fund ka. Sapne mein kuch nahin, SBI Blue Chip Fund aapke liye adhik suitable fund hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility se hum pata lagata hai ki fund mein kitna risk hai. Dekho, SBI Blue Chip Fund ka riskometer very high hai, lekin volatility 11.37 hain. Angel One Mutual Fund Mid Cap Fund ka riskometer bhi very high hai, lekin volatility 14.85 hain. Sharpe ratio se hum pata lagata hai ki fund mein kitna risk-adjusted return hai. SBI Blue Chip Fund ka Sharpe ratio 0.52 hai, jabki Angel One Mutual Fund Mid Cap Fund ka Sharpe ratio 0.44 hai. Expense ratio se hum pata lagata hai ki fund mein kitni fees deni padti hai. SBI Blue Chip Fund ka expense ratio 1.43% hai, jabki Angel One Mutual Fund Mid Cap Fund ka expense ratio 1.75% hai. Haalanki, SBI Blue Chip Fund ka riskometer aur volatility dono me adhik hai, lekin Sharpe ratio aur expense ratio se dekho, SBI Blue Chip Fund aapke liye adhik suitable fund hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration se hum pata lagata hai ki fund mein kitna diversified hai. Dekho, SBI Blue Chip Fund ka equity mein 97.26% investment hai, jabki T-Bills mein 0.78% hai. Angel One Mutual Fund Mid Cap Fund ka equity mein 94% investment hai, lekin T-Bills mein 6% hai. Top holdings concentration se hum pata lagata hai ki fund mein kitna sector risk hai. SBI Blue Chip Fund ka top 3 holdings mein HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), aur Reliance Industries Ltd. (6.56%) hai. Angel One Mutual Fund Mid Cap Fund ka top 3 holdings mein Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), aur Coforge Ltd. (3.2%) hai. Haalanki, SBI Blue Chip Fund ka asset allocation aur top holdings concentration me adhik diversified hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% 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?
SBI Blue Chip Fund ka 5Y return 13.47% hai, jabki Angel One Mutual Fund Mid Cap Fund ka 5Y return 12.33% hai. Isliye, SBI Blue Chip Fund aapke liye adhik suitable fund hai.
Q2: Is the higher risk fund worth it?
Haan, SBI Blue Chip Fund ka riskometer very high hai, lekin Sharpe ratio 0.52 hai. Isliye, SBI Blue Chip Fund aapke liye adhik suitable fund hai.
Q3: Which fund is more cost-effective?
SBI Blue Chip Fund ka expense ratio 1.43% hai, jabki Angel One Mutual Fund Mid Cap Fund ka expense ratio 1.75% hai. Isliye, SBI Blue Chip Fund aapke liye adhik cost-effective fund 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