SBI Blue Chip Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.44%
3Y Return
19.19%
Aapke paas do aam fund hain jo aapko aakarshit kar sakte hain. Fund A, SBI Blue Chip Fund, ek large cap fund hai jo bahut jyada risk lekar aata hai, lekin Fund B, Axis Midcap Fund, ek mid cap fund hai jo bhi bahut jyada risk lekar aata hai. Dekho kya fund aapke liye better hai.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 166.74 | 136.27 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 1.43% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 14.48 |
| Sharpe Ratio | 0.52 | 0.88 |
| 1 Year Return (%) | -0.75% | 7.41% |
| 3 Year Return (%) | 12.44% | 19.19% |
| 5 Year Return (%) | 13.47% | 16.41% |
| Since Launch (%) | 22.61% | 18.68% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 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%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 8% | 12% |
🤖 AI Verdict – Which is Better?
Chaliye hum dekhenge kitna fund aapko long-term mein paisa kamaya sakta hai. 3Y return ke hisaab se, Fund B Axis Midcap Fund better hai. Lekin expense ratio ke hisaab se, Fund A SBI Blue Chip Fund better hai. Sach ye hai ki riskometer bhi dono fund very high hai. Lekin, agar aap long-term mein paisa kamana chahte hain, toh Fund B aapke liye better 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 Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Ek monthly SIP ke hisaab se, Fund A SBI Blue Chip Fund better hai. Yeh fund 10+ saal mein aapko consistent return provide karega. Lekin, agar aap mid cap fund mein invest karna chahte hain, toh Fund B Axis Midcap Fund better hai. Yeh fund bhi aapko 10+ saal mein consistent return provide karega, lekin mid cap fund mein risk bhi bhi jyada hai.
⚠️ Risk & Cost Analysis
Riskometer ke hisaab se, dono fund very high hai. Lekin volatility ke hisaab se, Fund B Axis Midcap Fund jyada hai. Sharpe ratio ke hisaab se, Fund B Axis Midcap Fund better hai. Expense ratio ke hisaab se, Fund A SBI Blue Chip Fund better hai. Lekin, agar aap risk-adjusted return chaahte hain, toh Fund B aapke liye better hai.
📊 Portfolio Diversification
Asset allocation ke hisaab se, Fund A SBI Blue Chip Fund better hai. Yeh fund 97.26% equity mein invest karta hai, jo aapke portfolio mein diversification provide karega. Lekin, asset allocation ke hisaab se, Fund B Axis Midcap Fund bhi better hai. Yeh fund 89.53% equity mein invest karta hai, jo bhi aapke portfolio mein diversification provide karega. Top holdings concentration ke hisaab se, Fund A SBI Blue Chip Fund better hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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 Midcap Fund 5Y/3Y returns ke hisaab se better hai. Yeh fund aapko long-term mein 16.41% return provide karega.
Q2: Is the higher risk fund worth it?
Haan, Fund B Axis Midcap Fund higher risk fund hai, lekin volatility ke hisaab se, yeh fund better hai. Sharpe ratio ke hisaab se, yeh fund bhi better hai.
Q3: Which fund is more cost-effective?
Fund A SBI Blue Chip Fund expense ratio ke hisaab se better hai. Yeh fund 1.43% expense ratio se invest karta hai, jo aapke paas cost-effective option 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