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Large CapVSLiquid

SBI Blue Chip Fund vs Axis Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

31.25%

VS

3Y Return

6.98%

ParameterASBI Blue Chip Fund - Direct Plan - GrowthBAxis Liquid Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundAxis Mutual Fund
CategoryLarge CapLiquid
NAV (โ‚น)101.683096.85
AUM (โ‚น Cr)5.35 Lac Cr5.16 Lac Cr
Expense Ratio (%)0.79%0.11%
RiskometerVery HighLow
Volatility11.350.11
Sharpe Ratio2.184.36
1 Year Return (%)9.84%6.25%
3 Year Return (%)31.25%6.98%
5 Year Return (%)25.25%6.17%
Since Launch (%)12.02%6.86%
Min SIP (โ‚น)500500
Min Lumpsum (โ‚น)10001000
Launch Date3 January 20131 January 2013
Exit LoadNilNil
Fund ManagerPradeep Kesavan; Saurabh Pant (2.5 years yrs)Aditya Pagaria; Devang Shah; Sachin Jain (13.4 years yrs)
BenchmarkBSE 100 Total Return IndexNIFTY Liquid Index
Top 3 HoldingsHDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%)Reserve Bank of India (3.46%), National Bank For Agriculture & Rural Development (3.37%), Reliance Jio Infocomm Ltd. (2.9%)
Asset AllocationEquity: 97.26% | T-Bills: 0.78%CP: 53.47% | CD: 31.44% | T-Bills: 11.86% | Debenture: 0.88% | Money Mkt: 0.39% | Bonds/NCD: 0.28% | NCD: 0.24% | Debt: 0.09% | IRS: 0.0%
Portfolio Turnover8%207%

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 Liquid Fund?

  • Expense ratio: 0.11%
  • 3Y return: 6.98%
  • AUM: 5.16 Lac Cr
  • Sharpe Ratio: 4.36

SIP Calculator โ€“ Compare Growth Potential

SBI Blue Chip Fund

โ‚น4110903.05

@31.3% annual return (3Y)

Axis Liquid Fund

โ‚น869500.53

@7.0% annual return (3Y)

*Projected returns are illustrative based on historical 3โ€‘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.

๐Ÿ“Š Author & Founder at Share Target Price

โš ๏ธ 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.