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
19.68%
Aaj hum ek comparison karne wale hain SBI Blue Chip Fund aur Axis Bluechip Fund ke beech. Ye do funds Large Cap category mein aate hain aur humein unki 1Y, 3Y, aur 5Y returns ke data se unke comparison mein batana hai. Dekho, humein malik hona chahiye ke kis fund ki long-term wealth creation hai better.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 18.82 |
| AUM (₹ Cr) | 5.35 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.79% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 11.34 |
| Sharpe Ratio | 2.18 | 1.16 |
| 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 (₹) | 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?
Mujhe lagta hai ki SBI Blue Chip Fund long-term wealth creation ke liye better hai. Iska reason hai ki 3Y return 31.25% hai, jo Axis Bluechip Fund ki 19.68% se adhik hai. Lekin, expense ratio ka dhyan rakhna chaahiye, jo SBI Bluechip Fund mein 0.79% hai, jabki Axis Bluechip Fund mein 1.52% hai. Chaliye, riskometer bhi very high hai, lekin SBI Bluechip Fund ka Sharpe ratio 2.18 hai, jo Axis Bluechip Fund ka 1.16 se adhik hai. Sach ye hai, SBI Bluechip Fund ke liye long-term investment zaroori 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: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
Ek monthly SIP ke liye, SBI Blue Chip Fund better hai. Iska reason hai ki 5Y return 25.25% hai, jo Axis Bluechip Fund ki 5.62% se adhik hai. Chaliye, consistency aur return stability kaa dhyan rakhna chaahiye. SBI Bluechip Fund ka 1Y return 9.84% hai, jo Axis Bluechip Fund ka 4.44% se adhik hai. Haan, isme risk bhi hai, lekin SBI Bluechip Fund ka Sharpe ratio adhik hai.
⚠️ Risk & Cost Analysis
Ek riskometer se dekha jaata hai ki dono funds ki risk very high hai. Lekin, volatility ke hisab se, SBI Bluechip Fund ka risk adhik hai, jo 11.35 hai. Axis Bluechip Fund ka volatility 11.34 hai. Chaliye, expense ratio ke hisab se, SBI Bluechip Fund cost-effective hai, jo 0.79% hai. Axis Bluechip Fund ka expense ratio 1.52% hai. Sach ye hai, SBI Bluechip Fund ke liye long-term investment zaroori hai.
📊 Portfolio Diversification
SBI Bluechip Fund aur Axis Bluechip Fund dono ke asset allocation mein equity 90% se adhik hai. Haan, T-Bills ke hisab se, SBI Bluechip Fund mein 0.78% hai, jabki Axis Bluechip Fund mein 4.00% hai. Chaliye, top holdings concentration ke hisab se, SBI Bluechip Fund mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. ka share 22.05% hai, jabki Axis Bluechip Fund mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. ka share 22.19% hai. Sach ye hai, SBI Bluechip Fund ke liye long-term investment zaroori hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Axis Bluechip Fund
₹1872598.46
@19.7% 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?
SBI Blue Chip Fund hai jo 5Y aur 3Y returns mein Axis Bluechip Fund se adhik hai.
Q2: Is the higher risk fund worth it?
SBI Bluechip Fund ke liye long-term investment zaroori hai, lekin Axis Bluechip Fund ka Sharpe ratio kam hai. Lekin, volatility ke hisab se, SBI Bluechip Fund ka risk adhik hai.
Q3: Which fund is more cost-effective?
SBI Bluechip Fund ka expense ratio 0.79% hai, jo Axis Bluechip Fund ka 1.52% se kam hai. Isliye, SBI Bluechip Fund 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