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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%

VS

3Y Return

14.24%

ParameterASBI Blue Chip Fund - Regular Plan - GrowthBEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth
Fund HouseSBI Mutual FundEdelweiss Mutual Fund
CategoryLarge CapMulti Cap
NAV (โ‚น)166.7415.12
AUM (โ‚น Cr)5.35 Lac Cr1.68 Lac Cr
Expense Ratio (%)1.43%1.68%
RiskometerVery HighVery High
Volatility11.3715.25
Sharpe Ratio0.520.68
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 (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date18 November 201330 October 2023
Exit LoadNilNil
Fund ManagerPradeep Kesavan; Saurabh Pant (2.5 years yrs)Bharat Lahoti (3.5 years yrs)
BenchmarkNifty 50Nifty 500 Multicap 50:25:25 TRI
Top 3 HoldingsHDFC 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 AllocationEquity: 97.26% | T-Bills: 0.78%Equity: 97.00% | T-Bills: 3.00%
Portfolio Turnover8%55%

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 Calculator โ€“ Compare Growth Potential

SBI Blue Chip Fund

โ‚น1192614.40

@12.4% annual return (3Y)

Edelweiss Mutual Fund Multi Cap Fund

โ‚น1329792.28

@14.2% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.