SBI Blue Chip Fund vs Angel One Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
12.7%
Ab aaj hum dekhenge do mutual funds ke beech ki tarah, SBI Blue Chip Fund aur Angel One Mutual Fund Multi Cap Fund. Ye dono fund Very High Riskometer vali hain, lekin inka performance to alag hi hai. Ye post mein hum dekheinge in fund ke 3Y return, expense ratio aur risk ke beech ki comparison, aur pata karenge ki kis fund long-term wealth creation ke liye behtar hai.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BAngel One Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 101.68 | 8.38 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.86 Lac Cr |
| Expense Ratio (%) | 0.79% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 13.4 |
| Sharpe Ratio | 2.18 | 1.52 |
| 1 Year Return (%) | 9.84% | -11.42% |
| 3 Year Return (%) | 31.25% | 12.7% |
| 5 Year Return (%) | 25.25% | 7.44% |
| Since Launch (%) | 12.02% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | BSE 100 Total Return Index | 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% | 32% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A, SBI Blue Chip Fund, 3Y return mein 31.25% ki impressive performance dikhata hai, jo ki Fund B, Angel One Mutual Fund Multi Cap Fund, 12.7% ki performance se bahut accha hai. Iske alawa, Fund A ka expense ratio, 0.79%, Fund B ki 1.68% se kam hai. Isliye, hum aaj ka verdict de sakte hain ki Fund A, SBI Blue Chip Fund, long-term wealth creation ke liye behtar fund hai.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 12.7%
- AUM: 1.86 Lac Cr
- Sharpe Ratio: 1.52
📈 SIP Suitability
Agar aap monthly SIP ke maadhyam se 10+ saal ke liye investment karna chahte hain, to hum dekhenge ki kis fund ka monthly return consistency aur stability ka avasar hai. Fund A, SBI Blue Chip Fund, 5Y return mein 25.25% ki stability dikhata hai, jo ki Fund B, Angel One Mutual Fund Multi Cap Fund, 7.44% ki stability se accha hai. Isliye, Fund A ki SIP suitability ka avasar better hai.
⚠️ Risk & Cost Analysis
Aaj hum dekhenge ki kis fund mein riskometer, volatility, Sharpe ratio aur expense ratio ke beech ki comparison hai. Fund A, SBI Blue Chip Fund, riskometer mein Very High, volatility mein 11.35, Sharpe ratio mein 2.18 aur expense ratio mein 0.79% hai. Iske alawa, Fund B, Angel One Mutual Fund Multi Cap Fund, riskometer mein Very High, volatility mein 13.4, Sharpe ratio mein 1.52 aur expense ratio mein 1.68% hai. Isliye, Fund A ki risk-adjusted returns better hai.
📊 Portfolio Diversification
Aaj hum dekhenge ki kis fund mein asset allocation aur top holdings concentration ka avasar hai. Fund A, SBI Blue Chip Fund, asset allocation mein Equity 97.26% aur T-Bills 0.78% hai, jo ki Fund B, Angel One Mutual Fund Multi Cap Fund, mein Equity 97.00% aur T-Bills 3.00% hai. Iske alawa, Fund A ka top 3 holdings mein HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%) aur Reliance Industries Ltd. (6.56%) hai. Isliye, Fund A ki portfolio diversification better hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Angel One Mutual Fund Multi Cap Fund
₹1211348.26
@12.7% 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, Fund A, SBI Blue Chip Fund, 5Y return mein 25.25% ki impressive performance dikhata hai, jo ki Fund B, Angel One Mutual Fund Multi Cap Fund, 7.44% ki performance se accha hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A, SBI Blue Chip Fund, ki volatility 11.35 hai, jo ki Fund B, Angel One Mutual Fund Multi Cap Fund, ki volatility 13.4 se kam hai. Isliye, Fund A ki risk-adjusted returns better hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A, SBI Blue Chip Fund, expense ratio mein 0.79% hai, jo ki Fund B, Angel One Mutual Fund Multi Cap Fund, ki 1.68% se kam hai. Isliye, Fund A more 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