SBI Blue Chip Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
17.52%
Dekho, aaj hum do mutual funds ke beech meh comparison karenge: SBI Blue Chip Fund aur Axis Small Cap Fund. Chaliye, aap janenge ki yeh do funds ekdoosre se kaise alag hain aur aapke liye kya chunav hai.
Yeh comparison aapke liye faydemand hogi, lekin yeh sambhav hai ki aapke vishesh investment needs ke adhaar par aise fund chunana hoga jo aapke liye aasani se aage badhne mein madadgar ho.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 101.68 | 124.14 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 17.03 |
| Sharpe Ratio | 2.18 | 0.65 |
| 1 Year Return (%) | 9.84% | 4.52% |
| 3 Year Return (%) | 31.25% | 17.52% |
| 5 Year Return (%) | 25.25% | 18.04% |
| Since Launch (%) | 12.02% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | BSE 100 Total Return Index | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 8% | 12% |
🤖 AI Verdict – Which is Better?
Hum aapko batate hain ki SBI Blue Chip Fund ek achha chayan hai agar aap long-term wealth creation ke liye invest karna chahte hain. Is fund ke 3Y return 31.25% hai, jo ki bahut hi achha hai. Sath hi, expense ratio 0.79% hai, jo ki kam hai aur aapko paise bachane mein madad karega.
Lekin, hum yeh bhi batate hain ki riskometer very high hai, jo ki aapko apne investment ki jimmewari ke baare mein dhyan dein ke liye kuchh sochne ke liye karta hai. Haan, yeh fund aapke liye achha chunav hai, lekin aapko apne investment kee strategy ko dhyan mein rakhna hoga.
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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
SIP ke liye, hum aapko batate hain ki SBI Blue Chip Fund aapke liye achha chunav hai. Is fund ke 3Y return stable hai aur yeh fund apne investment ko aage badhaane mein madad karega. Sath hi, expense ratio kam hai, jo ki aapko paise bachane mein madad karega.
Axis Small Cap Fund bhi ek achha chunav hai, lekin is fund ke 3Y return kam hai aur expense ratio bhi kam hai, lekin yeh fund apne investment ko aage badhaane mein madad karega.
⚠️ Risk & Cost Analysis
Yeh dono funds ke riskometer very high hai, lekin SBI Blue Chip Fund ke sharpe ratio 2.18 hai, jo ki kam hai, aur expense ratio bhi kam hai. Haan, yeh fund aapke liye achha chunav hai, lekin aapko apne investment ki jimmewari ke baare mein dhyan dein.
Axis Small Cap Fund ke sharpe ratio 0.65 hai, jo ki kam hai, aur expense ratio bhi kam hai. Haan, yeh fund bhi aapke liye achha chunav hai, lekin aapko apne investment ki jimmewari ke baare mein dhyan dein.
📊 Portfolio Diversification
SBI Blue Chip Fund ke asset allocation meh equity 97.26% hai aur T-Bills 0.78% hai, jo ki kam hai. Haan, yeh fund aapke liye achha chunav hai, lekin aapko apne investment ko diversify karne kee strategy ko dhyan mein rakhna hoga.
Axis Small Cap Fund ke asset allocation meh equity 88.35% hai, jo ki kam hai, aur ID 1.76% hai, jo ki kam hai. Haan, yeh fund bhi aapke liye achha chunav hai, lekin aapko apne investment ko diversify karne kee strategy ko dhyan mein rakhna hoga.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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 ke 5Y return 25.25% hai, jo ki kam hai, lekin yeh fund aapke liye achha chunav hai, kyonki yeh fund apne investment ko aage badhaane mein madad karega.
Q2: Is the higher risk fund worth it?
Haan, yeh fund aapke liye achha chunav hai, lekin aapko apne investment ki jimmewari ke baare mein dhyan dein. Yeh fund ke sharpe ratio 2.18 hai, jo ki kam hai, aur expense ratio bhi kam hai.
Q3: Which fund is more cost-effective?
SBI Blue Chip Fund ke expense ratio 0.79% hai, jo ki kam hai, aur yeh fund aapke liye achha chunav hai, kyonki yeh fund apne investment ko aage badhaane mein madad karega.
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