SBI Blue Chip Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.44%
3Y Return
21.36%
Dekho, aap apne long-term investment ke liye kya fund chunein? Aaj hum do fundon ka comparison karne ja rahe hain - SBI Blue Chip Fund aur Axis Bluechip Fund. Ye do fund Large Cap category mein padte hain. Aapko pata hai ki aapko kis fund ke baare mein jankari milti rahegi, iske liye aapke paas sab kuch hain.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 166.74 | 20.09 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 1.43% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 11.32 |
| Sharpe Ratio | 0.52 | 1.31 |
| 1 Year Return (%) | -0.75% | 5.85% |
| 3 Year Return (%) | 12.44% | 21.36% |
| 5 Year Return (%) | 13.47% | 5.92% |
| Since Launch (%) | 22.61% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 8% | 16% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye Fund B (Axis Bluechip Fund) better hai. Iska 3Y return 21.36% hai, jo Fund A (SBI Blue Chip Fund) ke 12.44% se bahut zyada hai. Lekin expense ratio bhi ek factor hai. Fund B ka expense ratio 0.52% hai, jo Fund A ke 1.43% se kam hai. Chaliye, isse aapko pata chalta hai ki Fund B kaafi sahi option 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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
Kya aapko pata hai ki aapke monthly SIP ke liye konsa fund acha hai? Dekho, Fund B ka 3Y return aur consistency Fund A se jyada hai. Isliye, Fund B aapke 10+ saal ke SIP ke liye better fund hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ke mukable Fund B (Axis Bluechip Fund) mehenge hai. Fund B ka volatility 11.32 hai aur Sharpe ratio 1.31, jo Fund A ke 11.37 aur 0.52 se zyada hai. Isse aapko pata chalta hai ki Fund B kaafi sahi option hai.
📊 Portfolio Diversification
Asset allocation ke mukable Fund B (Axis Bluechip Fund) mehenge hai. Fund B mein Equity 96.00% aur T-Bills 4.00% hai, jo Fund A ke 97.26% Equity aur 0.78% T-Bills se kam hai. Isse aapko pata chalta hai ki Fund B ka portfolio diversified hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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?
Fund B (Axis Bluechip Fund) ka 3Y return 21.36% hai, jo Fund A (SBI Blue Chip Fund) ke 12.44% se zyada hai. Isse aapko pata chalta hai ki Fund B long-term wealth creation ke liye better hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B (Axis Bluechip Fund) ka volatility aur Sharpe ratio Fund A ke compare mein mehenge hai. Isse aapko pata chalta hai ki Fund B kaafi sahi option hai.
Q3: Which fund is more cost-effective?
Fund B (Axis Bluechip Fund) ka expense ratio Fund A ke 1.43% se kam hai, jo 0.52% hai. Isse aapko pata chalta hai ki Fund B 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