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Large CapVSLiquid

SBI Blue Chip Fund vs Nippon India Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

12.44%

VS

3Y Return

6.96%

Dekho, aaj hum baithke baatein karenge Fund A aur Fund B ke beech. Fund A SBI Blue Chip Fund hai, jo Large Cap category mein aata hai. Fund B Nippon India Liquid Fund hai, jo Liquid category mein aata hai. Aaj hum jaanege ki kis fund se paise kamane mein asli farq padta hai.

ParameterASBI Blue Chip Fund - Regular Plan - GrowthBNippon India Liquid Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundNippon India
CategoryLarge CapLiquid
NAV (₹)166.746813.87
AUM (₹ Cr)5.35 Lac Cr3.79 Lac Cr
Expense Ratio (%)1.43%0.2%
RiskometerVery HighLow
Volatility11.370.12
Sharpe Ratio0.523.83
1 Year Return (%)-0.75%6.21%
3 Year Return (%)12.44%6.96%
5 Year Return (%)13.47%6.14%
Since Launch (%)22.61%6.87%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date18 November 20131 January 2013
Exit LoadNilNil
Fund ManagerPradeep Kesavan; Saurabh Pant (2.5 years yrs)Amber Singhania; Kinjal Desai; Vikash Agarwal (1.7 years yrs)
BenchmarkNifty 50NIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%)Reserve Bank of India (3.31%), Reserve Bank of India (3.04%), National Bank For Agriculture & Rural Development (1.96%)
Asset AllocationEquity: 97.26% | T-Bills: 0.78%CP: 50.93% | CD: 33.36% | T-Bills: 12.23% | Debenture: 0.79% | SDL: 0.12% | Debt: 0.08%
Portfolio Turnover8%260%

🤖 AI Verdict – Which is Better?

Sach ye hai, Fund A kaafi jatil hai. Iska 3Y return 12.44% hai, lekin expense ratio 1.43% hai. Iske against, Fund B ka 3Y return 6.96% hai, aur expense ratio 0.2% hai. Haan, Fund A ka higher return hai, lekin Fund B ka expense ratio asaan hai. Isliye, hum kahaenge ki Fund B better hai long-term wealth creation ke liye.

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 Nippon India Liquid Fund?

  • Expense ratio: 0.2%
  • 3Y return: 6.96%
  • AUM: 3.79 Lac Cr
  • Sharpe Ratio: 3.83

📈 SIP Suitability

SIP suitability ke liye, hum dekhege ki kis fund mein consistency aur return stability hai. Fund A ka 1Y return -0.75% hai, lekin Fund B ka 1Y return 6.21% hai. Dekho, yeh aisa hai ki Fund B ka monthly SIP asaan aur stable return dengega.

⚠️ Risk & Cost Analysis

Ab hum riskometer, volatility, Sharpe ratio, aur expense ratio ke beech ka comparison karenge. Fund A ka riskometer Very High hai, aur volatility 11.37 hai. Iske against, Fund B ka riskometer Low hai, aur volatility 0.12 hai. Haan, Sharpe ratio me SBI Blue Chip Fund better hai, lekin expense ratio me Nippon India Liquid Fund better hai. Isliye, hum kahaenge ki Nippon India Liquid Fund better risk-adjusted return offer karta hai.

📊 Portfolio Diversification

Portfolio diversification ke liye, hum asset allocation aur top holdings concentration ka comparison karenge. Fund A ka asset allocation Equity 97.26% aur T-Bills 0.78% hai. Fund B ka asset allocation CP 50.93%, CD 33.36%, T-Bills 12.23%, aur Debenture 0.79% hai. Dekho, Nippon India Liquid Fund ka asset allocation thoda kam jatil hai, aur top holdings concentration bhi kam hai.

SIP Calculator – Compare Growth Potential

SBI Blue Chip Fund

1192614.40

@12.4% annual return (3Y)

Nippon India Liquid Fund

868530.05

@7.0% 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?

Answer: Fund A ka 5Y return 13.47% hai, lekin Fund B ka 5Y return 6.14% hai. Haan, Fund A ka higher return hai, lekin Fund B ka expense ratio asaan hai.

Q2: Is the higher risk fund worth it?

Answer: Haan, Fund A ka higher risk hai, lekin Sharpe ratio 0.52 hai. Iske against, Fund B ka riskometer Low hai, aur Sharpe ratio 3.83 hai. Isliye, hum kahaenge ki Fund A ka higher risk worth hai.

Q3: Which fund is more cost-effective?

Answer: Haan, Fund B ka expense ratio 0.2% hai, jo Fund A ka expense ratio 1.43% se kam hai.

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.

📊 Author & Founder at Share Target Price

⚠️ 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.