SBI Blue Chip Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
21.36%
Chaliye, aaj hum do bade mutual funds Fund A aur Fund B ke beech ki comparison karenge. Dono large cap funds hain, lekin inki return aur risk level alag-alag hai. Dekho, Fund A aur Fund B mein kya difference hai aur kis fund ko aap long-term investment ke liye chun sakte hain.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 20.09 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 11.32 |
| Sharpe Ratio | 2.18 | 1.31 |
| 1 Year Return (%) | 9.84% | 5.85% |
| 3 Year Return (%) | 31.25% | 21.36% |
| 5 Year Return (%) | 25.25% | 5.92% |
| Since Launch (%) | 12.02% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 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% | 16% |
🤖 AI Verdict – Which is Better?
Haan, Fund A aur Fund B mein se kis fund ko chunna hai? Fund A ki 3Y return 31.25% hai, jabki Fund B ki 3Y return 21.36% hai. Lekin expense ratio ke hisab se Fund B behtar hai. Lekin Fund A ka riskometer aur volatility thoda jyada hai. Sach ye hai, Fund A long-term wealth creation ke liye behtar 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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
SIP ke liye Fund A aur Fund B mein se kis fund ko chunna hai? Fund A ki consistency aur return stability Fund B se jyada hai. Haan, Fund A ka 5Y return 25.25% hai, jabki Fund B ka 5Y return 5.92% hai. Dekho, Fund A ki SIP suitability Fund B se behtar hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisab se Fund A aur Fund B mein se kis fund ko chunna hai? Fund A ka riskometer aur volatility thoda jyada hai, lekin expense ratio Fund B ki comparison meh se kam hai. Haan, Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 1.31 hai. Lekin Fund A ka expense ratio 0.79% hai, jabki Fund B ka expense ratio 0.52% hai. Sach ye hai, Fund A ki risk-adjusted return Fund B se behtar hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisab se Fund A aur Fund B mein se kis fund ko chunna hai? Fund A ka asset allocation Equity 97.26% hai, jabki Fund B ka asset allocation Equity 96% hai. Haan, Fund A ka asset allocation Fund B ki comparison meh se jyada hai. Lekin Fund B ka top holdings concentration Fund A ki comparison meh se kam hai. Sach ye hai, Fund A ka portfolio diversification Fund B se behtar hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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 5.92% hai. Haan, Fund A long-term wealth creation ke liye behtar hai.
Q2: Is the higher risk fund worth it?
Fund A ka riskometer aur volatility thoda jyada hai, lekin Sharpe ratio 2.18 hai. Haan, Fund A ki risk-adjusted return Fund B se behtar hai.
Q3: Which fund is more cost-effective?
Fund B ka expense ratio 0.52% hai, jabki Fund A ka expense ratio 0.79% hai. Haan, Fund B ka expense ratio Fund A ki comparison meh se kam 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