SBI Blue Chip Fund vs Quantum 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
7.98%
Aaj hum do mutual funds ke beech ki comparison karne ja rahe hai - SBI Blue Chip Fund aur Quantum Mutual Fund Multi Cap Fund. Ye do funds alag-alag category mein aate hain - Large Cap aur Multi Cap. Aapko pata chalega ki dono funds ke beech kya aisa hai jo aapke investment ke liye sabse achha hai.
| Parameter | ASBI Blue Chip Fund - Regular Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quantum Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 166.74 | 8.38 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 1.43% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 11.37 | 13.65 |
| Sharpe Ratio | 0.52 | 0.27 |
| 1 Year Return (%) | -0.75% | -11.42% |
| 3 Year Return (%) | 12.44% | 7.98% |
| 5 Year Return (%) | 13.47% | 4.71% |
| Since Launch (%) | 22.61% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Atul Kumar (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% | 35% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, hum 3Y return, expense ratio aur risk ke baare mein dekhte hain. SBI Blue Chip Fund ne 12.44% ki return di hai, jabki Quantum Mutual Fund Multi Cap Fund ne 7.98% ki return di hai. Expense ratio mein bhi SBI Blue Chip Fund accha hai, jiska expense ratio 1.43% hai, jabki Quantum Mutual Fund Multi Cap Fund ka expense ratio 1.68% hai. Riskometer mein bhi dono funds very high par hain, lekin SBI Blue Chip Fund ka Sharpe ratio thoda accha hai, jiska value 0.52 hai. Isliye, humara verdict hai ki SBI Blue Chip Fund aapke long-term wealth creation ke liye accha fund 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 Quantum Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
SIP ke liye, hum stability aur return ki consistency ka dhyan rakhte hain. SBI Blue Chip Fund ki 1Y return -0.75% hai, jabki Quantum Mutual Fund Multi Cap Fund ki 1Y return -11.42% hai. 3Y return mein bhi SBI Blue Chip Fund accha hai, jiska 3Y return 12.44% hai, jabki Quantum Mutual Fund Multi Cap Fund ka 3Y return 7.98% hai. Isliye, SBI Blue Chip Fund SIP ke liye accha fund hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio ko dekhte huye, hum dekhate hain ki SBI Blue Chip Fund accha hai. SBI Blue Chip Fund ka riskometer very high hai, lekin Sharpe ratio thoda accha hai. Expense ratio bhi accha hai, jiska value 1.43% hai. Quantum Mutual Fund Multi Cap Fund ka riskometer bhi very high hai, lekin Sharpe ratio kam hai. Volatility bhi kam hai. Isliye, SBI Blue Chip Fund aapke risk-adjusted returns ke liye accha fund hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ko dekhte huye, hum dekhate hain ki SBI Blue Chip Fund aur Quantum Mutual Fund Multi Cap Fund mein kya aisa hai jo alag-alag hai. SBI Blue Chip Fund ka asset allocation equity mein 97.26% hai, jabki Quantum Mutual Fund Multi Cap Fund ka asset allocation equity mein 97.00% hai. Top holdings mein bhi kuch aisa hai. SBI Blue Chip Fund ka top 3 holdings HDFC Bank, ICICI Bank aur Reliance Industries hai, lekin Quantum Mutual Fund Multi Cap Fund ka top 3 holdings bhi HDFC Bank, ICICI Bank aur Reliance Industries hai, lekin percentage mein thoda alag hai. Isliye, SBI Blue Chip Fund portfolio diversification ke liye accha fund hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹1192614.40
@12.4% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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?
SBI Blue Chip Fund ne 5Y mein 13.47% ki return di hai, jabki Quantum Mutual Fund Multi Cap Fund ne 4.71% ki return di hai. Isliye, SBI Blue Chip Fund long run mein better returns de raha hai.
Q2: Is the higher risk fund worth it?
Quantum Mutual Fund Multi Cap Fund ka volatility kam hai, lekin Sharpe ratio kam hai. Isliye, Quantum Mutual Fund Multi Cap Fund higher risk fund nahi hai, aur iska use karne se aapko thoda kam returns milega.
Q3: Which fund is more cost-effective?
SBI Blue Chip Fund ka expense ratio 1.43% hai, jabki Quantum Mutual Fund Multi Cap Fund ka expense ratio 1.68% hai. Isliye, SBI Blue Chip Fund aapke liye cost-effective fund 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