SBI Blue Chip Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.44%
3Y Return
14.24%
Aap logon ke paas do mutual funds hain jinka comparison karna hoga. SBI Blue Chip Fund aur Edelweiss Mutual Fund Multi Cap Fund donon Large Cap aur Multi Cap category mein aate hain. Is article mein hum aapko batayenge ki aapke paas donon fund ka comparison kaise karna hoga aur aapke liye kis fund mein SIP lagane ki sujhav hai.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 166.74 | 15.12 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 1.43% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 15.25 |
| Sharpe Ratio | 0.52 | 0.68 |
| 1 Year Return (%) | -0.75% | 3.12% |
| 3 Year Return (%) | 12.44% | 14.24% |
| 5 Year Return (%) | 13.47% | 8.32% |
| Since Launch (%) | 22.61% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 30 October 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | Nifty 50 | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 8% | 55% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, hum dekh rahe hain ki 3Y return, expense ratio, aur risk ke hisab se Edelweiss Mutual Fund Multi Cap Fund ka 3Y return aur expense ratio ka comparison SBI Blue Chip Fund se accha hai. Lekin SBI Blue Chip Fund ka 5Y return aur Sharpe ratio Edelweiss Mutual Fund Multi Cap Fund se accha hai. Isliye, hum SBI Blue Chip Fund ko long-term wealth creation ke liye accha fund manaenge.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
SIP ke liye, hum dekh rahe hain ki Fund A ka 1Y return aur fund B ka 1Y return ka comparison. Fund A ka 1Y return -0.75% hai jabki fund B ka 1Y return 3.12% hai. Isliye, fund B aapke liye accha fund hai SIP ke liye kyonki iska return stable aur consistent hai.
⚠️ Risk & Cost Analysis
Isme hum donon fund ke riskometer, volatility, Sharpe ratio, aur expense ratio ka comparison karenge. Fund B ka riskometer aur volatility Fund A se accha hai, lekin Fund A ka Sharpe ratio aur expense ratio Fund B se accha hai. Isliye, Fund A aapke liye better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Isme hum donon fund ke asset allocation aur top holdings concentration ka comparison karenge. Fund A ka asset allocation Fund B se accha hai kyonki isme T-Bills ka share 0.78% hai. Fund B ka asset allocation Fund A se kamjor hai kyonki isme T-Bills ka share 3% hai. Isliye, Fund A aapke liye accha fund hai asset allocation ke hisab se.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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?
Edelweiss Mutual Fund Multi Cap Fund ka 5Y return 8.32% hai jabki SBI Blue Chip Fund ka 5Y return 13.47% hai. Isliye, SBI Blue Chip Fund aapke liye accha fund hai long-run ke liye.
Q2: Is the higher risk fund worth it?
Edelweiss Mutual Fund Multi Cap Fund ka riskometer aur volatility Fund A se accha hai, lekin Fund A ka Sharpe ratio aur expense ratio Fund B se accha hai. Isliye, Fund A aapke liye better risk-adjusted returns offer karta hai.
Q3: Which fund is more cost‑effective?
SBI Blue Chip Fund ka expense ratio 1.43% hai jabki Edelweiss Mutual Fund Multi Cap Fund ka expense ratio 1.68% hai. Isliye, SBI Blue Chip Fund aapke liye accha fund hai expense ratio ke hisab se.
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