SBI Blue Chip Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.44%
3Y Return
14.7%
Chaliye, dekho, hum aaj Fund A aur Fund B, dono large cap funds hai. Fund A ka naam hai SBI Blue Chip Fund aur Fund B ka naam hai Edelweiss Mutual Fund Large Cap Fund. Ye dono funds same category mein hai, lekin is article mein hum dekhenge ki unka comparison kya hai. Hum aapko batayenge ki Fund A aur Fund B mein kya farq hai aur kis fund ka long-term wealth creation ke liye aapko invest karna chahiye.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 166.74 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 1.43% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 12.9 |
| Sharpe Ratio | 0.52 | 0.64 |
| 1 Year Return (%) | -0.75% | -4.02% |
| 3 Year Return (%) | 12.44% | 14.7% |
| 5 Year Return (%) | 13.47% | 12.03% |
| Since Launch (%) | 22.61% | 11.65% |
| 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) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
Sach ye hai, 3Y return, expense ratio aur risk ke baare mein dekhte hue Fund A Fund B se bhi accha hai. Fund A ka 3Y return 12.44% hai, jo ki Fund B ka 14.7% se kam hai. Expense ratio ke liye bhi Fund A better hai, jiska expense ratio 1.43% hai, jo ki Fund B ka 0.52% se zyada hai. Riskometer ke liye bhi Fund A better hai, jiska riskometer Very High hai, jo ki Fund B ka bhi hai. Isliye, hum keh sakte hai ki Fund A 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
Haan, SIP ke liye Fund A bahut hi accha hai. Fund A ka 3Y return consistent hai aur iska expense ratio bahut hi kam hai. Isliye, agar aap 10+ years ke liye SIP karna chahte hai, to Fund A ek accha vikalp hai. Fund B ka 3Y return bhi accha hai, lekin expense ratio Fund A ke mukable kam hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ke liye Fund A bahut hi accha hai. Fund A ka volatility 11.37 hai, jo ki Fund B ka 12.9 se kam hai. Sharpe ratio ke liye bhi Fund A better hai, jiska Sharpe ratio 0.52 hai, jo ki Fund B ka 0.64 se kam hai. Expense ratio ke liye Fund A bhi better hai, jiska expense ratio 1.43% hai, jo ki Fund B ka 0.52% se zyada hai.
📊 Portfolio Diversification
Asset allocation ke liye Fund A aur Fund B dono hi kuch jaise hi hai. Dono funds mein 96% se jyada equity hai. Lekin asset allocation ke liye Fund A aur Fund B dono hi kuch jaise hi hai. Top holdings concentration ke liye Fund A bhi bahut hi accha hai, jisme HDFC Bank Ltd., ICICI Bank Ltd. aur Reliance Industries Ltd. ki holding hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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 A ka 5Y return 13.47% hai, jo ki Fund B ka 12.03% se jyada hai. Isliye, Fund A aapke liye long run mein better hai.
Q2: Is the higher risk fund worth it?
Volatility ke liye Fund B higher hai, lekin Sharpe ratio ke liye Fund A better hai. Isliye, Fund A aapke liye better hai.
Q3: Which fund is more cost-effective?
Expense ratio ke liye Fund A 1.43% hai, jo ki Fund B ka 0.52% se zyada hai. Isliye, Fund B aapke liye 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