SBI Blue Chip Fund vs Quant 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%
Ek baat pahli si ki dono funds Large Cap Category mein hain. Aaj hum Fund A aur Fund B ki tulna karenge. Fund A SBI Blue Chip Fund hai aur Fund B Quant Mutual Fund Large Cap Fund hai. Dekho, humein yeh pata chalna hoga ki kis fund mein invest karna achha hoga.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quant Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 166.74 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 1.43% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 12.4 |
| Sharpe Ratio | 0.52 | 0.66 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 27% |
🤖 AI Verdict – Which is Better?
3Y return dikhate hain ki Fund A 12.44% return diya hai, jabki Fund B 14.7% diya hai. Lekin expense ratio dekhne par Fund A 1.43% ka hai, jabki Fund B 0.52% ka hai. Riskometer bhi Very High hai dono mein. Haan, Fund B better hoga 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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
SIP suitability ke liye hum consistency aur return stability ko dekhenge. Fund A ki 1Y return -0.75% hai, jabki Fund B ki -4.02% hai. Lekin 3Y return aur 5Y return ko dekhkar Fund A consistent perform karta hai. Chaliye, Fund A SIP ke liye better hoga.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ko dekhkar dono fund Very High risk wale hain. Lekin Sharpe ratio mein Fund B 0.66 hai, jabki Fund A 0.52 hai. Expense ratio mein bhi Fund A 1.43% hai, jabki Fund B 0.52% hai. Sach ye hai, Fund B better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Asset allocation ko dekhkar dono fund 96-97% equity mein invest karte hain. Lekin asset allocation mein Fund B mein T-Bills 4% hai, jabki Fund A mein 0.78% hai. Top holdings concentration mein bhi Fund B ko thoda aur diversified dikhta hai. Haan, Fund B portfolio mein sector risk hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Quant 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 B 14.7% 3Y return aur 12.03% 5Y return dikhate hain, jisse ye long run mein better fund hai.
Q2: Is the higher risk fund worth it?
Fund B ki volatility 12.4 hai, jabki Fund A ki 11.37 hai. Sharpe ratio mein bhi Fund B ki 0.66 hai, jabki Fund A ki 0.52 hai. Haan, Fund B higher risk fund hai. lekin Sharpe ratio ke hisab se ye worth hai.
Q3: Which fund is more cost‑effective?
Fund B ki expense ratio 0.52% hai, jabki Fund A ki 1.43% hai. Haan, Fund B 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