SBI Blue Chip Fund vs Angel One Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
14.7%
Ab humein do mutual fundon ke beech ka pehla darjaa dekhenge, SBI Blue Chip Fund aur Angel One Mutual Fund Large Cap Fund. Donon fund Large Cap category mein aate hain. Is article mein humein is donon fundon ke beech ka suljhaav milega. Dekhenge ki konse fund long-term mein aapki jaankari badhane mein sahayak ho sakta hai.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.58 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 11.57 |
| Sharpe Ratio | 2.18 | 0.71 |
| 1 Year Return (%) | 9.84% | -4.02% |
| 3 Year Return (%) | 31.25% | 14.7% |
| 5 Year Return (%) | 25.25% | 12.03% |
| Since Launch (%) | 12.02% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 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 | BSE 100 Total Return Index | 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% | 19% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term mein aapki jaankari badhane ke liye SBI Blue Chip Fund bhaari se aapke liye achcha fund hai. 3Y return me iska return 31.25% hai, jabki Angel One Mutual Fund Large Cap Fund ka 3Y return 14.7% hai. Iske alaava, iska expense ratio 0.79% hai, jabki Angel One Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Aur, iska riskometer Very High hai, lekin iska volatility thoda kam hai. Isliye, SBI Blue Chip Fund aapke liye better fund hai long-term mein.
Why consider SBI Blue Chip Fund?
- Expense ratio: 0.79%
- 3Y return: 31.25%
- AUM: 5.35 Lac Cr
- Sharpe Ratio: 2.18
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
📈 SIP Suitability
SIP se aapke liye investment karna aapki puri jaankari badhane mein madad karta hai. Dekhenge ki konse fund SIP ke liye aapke liye suitable hai. SBI Blue Chip Fund ki 5Y return 25.25% hai, jabki Angel One Mutual Fund Large Cap Fund ka 5Y return 12.03% hai. Iske alaava, SBI Blue Chip Fund ka expense ratio 0.79% hai, jabki Angel One Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Isliye, SBI Blue Chip Fund SIP ke liye aapke liye suitable hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke adhar par hum iske beech ka tulna karenge. SBI Blue Chip Fund ka riskometer Very High hai, lekin iska volatility 11.35 hai, jabki Angel One Mutual Fund Large Cap Fund ka volatility 11.57 hai. Sharpe ratio mein bhi SBI Blue Chip Fund ka ratio 2.18 hai, jabki Angel One Mutual Fund Large Cap Fund ka ratio 0.71 hai. Iske alaava, SBI Blue Chip Fund ka expense ratio 0.79% hai, jabki Angel One Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Isliye, SBI Blue Chip Fund aapke liye risk-adjusted returns mein better hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke adhar par hum iske beech ka tulna karenge. SBI Blue Chip Fund ka asset allocation Equity mein 97.26% hai, aur T-Bills mein 0.78% hai. Iske alaava, iska top holdings HDFC Bank Ltd, ICICI Bank Ltd, aur Reliance Industries Ltd mein aate hain. Angel One Mutual Fund Large Cap Fund ka asset allocation Equity mein 96.00% hai, aur T-Bills mein 4.00% hai. Iske alaava, iska top holdings HDFC Bank Ltd, ICICI Bank Ltd, aur Reliance Industries Ltd mein aate hain. Isliye, SBI Blue Chip Fund ka asset allocation aur top holdings concentration mein aapke liye better hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Angel One 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?
Sach ye hai, SBI Blue Chip Fund ki 5Y return 25.25% hai, jabki Angel One Mutual Fund Large Cap Fund ka 5Y return 12.03% hai. Isliye, SBI Blue Chip Fund long-term mein aapki jaankari badhane mein better hai.
Q2: Is the higher risk fund worth it?
Sach ye hai, SBI Blue Chip Fund ka riskometer Very High hai, lekin iska volatility thoda kam hai. Sharpe ratio mein bhi SBI Blue Chip Fund ka ratio 2.18 hai, jabki Angel One Mutual Fund Large Cap Fund ka ratio 0.71 hai. Isliye, SBI Blue Chip Fund aapke liye risk-adjusted returns mein better hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Angel One Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jabki SBI Blue Chip Fund ka expense ratio 0.79% hai. Isliye, Angel One Mutual Fund Large Cap Fund aapke liye 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