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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%

VS

3Y Return

19.68%

ParameterASBI Blue Chip Fund - Direct Plan - GrowthBAxis Bluechip Fund - Regular Plan - Growth
Fund HouseSBI Mutual FundAxis Mutual Fund
CategoryLarge CapLarge Cap
NAV (β‚Ή)101.6818.82
AUM (β‚Ή Cr)5.35 Lac Cr3.45 Lac Cr
Expense Ratio (%)0.79%1.52%
RiskometerVery HighVery High
Volatility11.3511.34
Sharpe Ratio2.181.16
1 Year Return (%)9.84%4.44%
3 Year Return (%)31.25%19.68%
5 Year Return (%)25.25%5.62%
Since Launch (%)12.02%14.6%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date3 January 201328 September 2021
Exit LoadNilNil
Fund ManagerPradeep Kesavan; Saurabh Pant (2.5 years yrs)Ashish Naik; Shreyash Devalkar (7.8 years yrs)
BenchmarkBSE 100 Total Return IndexNifty 50
Top 3 HoldingsHDFC 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 AllocationEquity: 97.26% | T-Bills: 0.78%Equity: 96.00% | T-Bills: 4.00%
Portfolio Turnover8%16%

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: 1.52%
  • 3Y return: 19.68%
  • AUM: 3.45 Lac Cr
  • Sharpe Ratio: 1.16

SIP Calculator – Compare Growth Potential

SBI Blue Chip Fund

β‚Ή4110903.05

@31.3% annual return (3Y)

Axis Bluechip Fund

β‚Ή1872598.46

@19.7% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.