SBI Blue Chip Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
14.7%
Dekho, aapke paas do bade funds hain SBI Blue Chip Fund aur Edelweiss Mutual Fund Large Cap Fund. Sabse pehle hum yeh jaante hain ki in dono ke categories bhi large cap hain. Yeh article aapko batayega ki SBI Blue Chip Fund aur Edelweiss Mutual Fund Large Cap Fund ke beech mein kya antar hai aur kyon. Humein is article mein aapko pata chalayega ki aapko kis fund ke liye SIP lagana chaahiye. Aapko is article ko padhkar pata chalega ki kis fund mein aapka paisa sahi tarah se khelta hai.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 12.9 |
| Sharpe Ratio | 2.18 | 0.64 |
| 1 Year Return (%) | 9.84% | -4.02% |
| 3 Year Return (%) | 31.25% | 14.7% |
| 5 Year Return (%) | 25.25% | 12.03% |
| Since Launch (%) | 12.02% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
Sach ye hai, SBI Blue Chip Fund aur Edelweiss Mutual Fund Large Cap Fund dono ke 3Y returns bahut achhe hain lekin SBI Blue Chip Fund ka 5Y return 25.25% hai jo bahut hi achha hai. Expense ratio ka bhi dhyan rakhein, SBI Blue Chip Fund ka expense ratio 0.79% hai jisse Edelweiss Mutual Fund Large Cap Fund ke expense ratio 0.52% ke compare mein yeh fund mahanga hai. Lekin riskometer ke hisaab se SBI Blue Chip Fund bhi riski hai. Haan, yeh fund aapke long-term wealth creation ke liye bahut hi accha 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
Haan, yeh fund aapke SIP ke liye bahut hi accha hai. SBI Blue Chip Fund ka 3Y return 31.25% hai jo bahut hi accha hai. Is fund ka expense ratio thoda hi mahanga hai lekin iska 5Y return bahut hi accha hai. Ek baar aapne SIP lagane ke baad, aapko yeh fund kaafi achha dikhayega.
⚠️ Risk & Cost Analysis
Sach ye hai, in dono funds mein riskometer ke hisaab se SBI Blue Chip Fund bhi riski hai. Lekin volatility ke hisaab se SBI Blue Chip Fund mahanga hai. Sharpe ratio ka bhi dhyan rakhein, SBI Blue Chip Fund ka Sharpe ratio 2.18 hai jisse yeh fund bahut hi accha hai. Iska expense ratio bhi 0.79% hai jisse aapko koi problem nahi hogi.
📊 Portfolio Diversification
Haan, yeh fund aapke portfolio diversification ke liye bahut hi accha hai. SBI Blue Chip Fund ka asset allocation Equity mein 97.26% hai jisse yeh fund bahut hi diversified hai. Top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai jisse yeh fund bahut hi stable hai. Edelweiss Mutual Fund Large Cap Fund ka asset allocation bhi Equity mein 96% hai lekin iska asset allocation stable nahi hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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?
Sach ye hai, SBI Blue Chip Fund ka 5Y return 25.25% hai jo Edelweiss Mutual Fund Large Cap Fund ka 5Y return 12.03% ke compare mein bahut hi accha hai. Isliye, SBI Blue Chip Fund aapke long-run wealth creation ke liye bahut hi accha hai.
Q2: Is the higher risk fund worth it?
Sach ye hai, SBI Blue Chip Fund bhi riski hai lekin iska Sharpe ratio 2.18 hai jisse yeh fund bahut hi accha hai. Edelweiss Mutual Fund Large Cap Fund ka Sharpe ratio 0.64 hai jisse yeh fund stable hai. Isliye, SBI Blue Chip Fund aapke long-run wealth creation ke liye bahut hi accha hai.
Q3: Which fund is more cost‑effective?
Sach ye hai, SBI Blue Chip Fund ka expense ratio 0.79% hai jisse Edelweiss Mutual Fund Large Cap Fund ka expense ratio 0.52% ke compare mein yeh fund mahanga hai. Isliye, Edelweiss Mutual Fund Large Cap Fund aapke long-run wealth creation ke liye bahut hi accha 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