SBI Blue Chip Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
12.96%
Dekho, investors, today hum aapko do mutual funds ke baare mein jaanne ke liye lekar aaye hain. Fund A, SBI Blue Chip Fund Direct Plan Growth hai, jo Large Cap category mein aata hai. Fund B, Angel One Mutual Fund Mid Cap Fund Regular Plan Growth hai, jo Mid Cap category mein aata hai. Sach ye hai, hum aapko iske 3Y return, expense ratio, aur risk ke baare mein bataenge.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 101.68 | 116.77 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.79% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 14.85 |
| Sharpe Ratio | 2.18 | 0.44 |
| 1 Year Return (%) | 9.84% | -1.93% |
| 3 Year Return (%) | 31.25% | 12.96% |
| 5 Year Return (%) | 25.25% | 12.33% |
| Since Launch (%) | 12.02% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | BSE 100 Total Return Index | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 8% | 25% |
🤖 AI Verdict – Which is Better?
Chaliye, hum aapko fundon ke beech ka verdict de rahe hain. Fund A ka 3Y return 31.25% hai, jabki Fund B ka 3Y return 12.96% hai. Haan, Fund A ka expense ratio 0.79% hai, jabki Fund B ka expense ratio 1.75% hai. Lekin, Fund A ka riskometer Very High hai, jabki Fund B ka riskometer bhi Very High hai. Sach ye hai, hum Fund A ko long-term wealth creation ke liye better fund maante hain.
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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
dekho, SIP ke liye hum aapko Fund A aur Fund B ke beech ki comparison kar rahe hain. Fund A ka consistency aur return stability Fund B se accha hai. Haan, Fund A ka 1Y return 9.84% hai, jabki Fund B ka 1Y return -1.93% hai. Lekin, Fund A ka 5Y return 25.25% hai, jabki Fund B ka 5Y return 12.33% hai. Sach ye hai, Fund A SIP ke liye better fund hai.
⚠️ Risk & Cost Analysis
Chaliye, hum aapko fundon ke riskometer, volatility, Sharpe ratio, aur expense ratio ke baare mein bataenge. Fund A ka riskometer Very High hai, jabki Fund B ka bhi Very High hai. Haan, Fund A ka volatility 11.35 hai, jabki Fund B ka 14.85 hai. Lekin, Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 0.44 hai. Sach ye hai, Fund A risk- adjusted returns ke liye better hai.
📊 Portfolio Diversification
dekho, hum aapko fundon ke asset allocation aur top holdings concentration ke baare mein bataenge. Fund A ka asset allocation Equity mein 97.26% hai, jabki Fund B ka asset allocation Equity mein 94% hai. Haan, Fund A ka top 3 holdings HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), aur Reliance Industries Ltd. (6.56%) hain, jabki Fund B ka top 3 holdings Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), aur Coforge Ltd. (3.2%) hain. Sach ye hai, Fund A ka portfolio diversification Fund B se accha hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% 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?
Fund A ka 5Y return 25.25% hai, jabki Fund B ka 5Y return 12.33% hai, isliye Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund A ka riskometer Very High hai, jabki Fund B ka bhi Very High hai, lekin Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 0.44 hai, isliye Fund A risk-adjusted returns ke liye better hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 0.79% hai, jabki Fund B ka expense ratio 1.75% hai, isliye Fund A 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