SBI Blue Chip Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
14.24%
Chaliye dekho, Fund A aur Fund B dono large-cap aur multi-cap funds hain. Fund A SBI Blue Chip Fund hai, jabki Fund B Edelweiss Mutual Fund Multi Cap Fund hai. Is article mein hum aapko Fund A aur Fund B ki comparison karne aur aapko batayenge ki kis fund se aapka paise ka behtar investhans hai.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 101.68 | 15.12 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.79% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 15.25 |
| Sharpe Ratio | 2.18 | 0.68 |
| 1 Year Return (%) | 9.84% | 3.12% |
| 3 Year Return (%) | 31.25% | 14.24% |
| 5 Year Return (%) | 25.25% | 8.32% |
| Since Launch (%) | 12.02% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 8% | 55% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A 3Y me 31.25% ki return deta hai, jabki Fund B 14.24% ki return deta hai. Lekin expense ratio ke hisaab se Fund B behtar hai. Haan, Fund A ka expense ratio 0.79% hai, jabki Fund B ka expense ratio 1.68% hai. Lekin, agar aap long-term wealth creation chahte hain, to Fund A behtar fund 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
SIP ke liye Fund A aur Fund B dono achhe hain. Lekin, agar aap 10+ saal ke liye SIP karte hain, to Fund A behtar hai. Fund A ka 3Y return Fund B ke 3Y return se 16.01% zyada hai. Iske alawa, Fund A ka expense ratio Fund B ke expense ratio se kam hai.
⚠️ Risk & Cost Analysis
Volatility ke hisaab se, Fund B zyada riski hai. Lekin, Sharpe ratio ke hisaab se, Fund A behtar hai. Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 0.68 hai. Iske alawa, expense ratio ke hisaab se bhi Fund A behtar hai.
📊 Portfolio Diversification
Asset allocation ke hisaab se, dono funds dono ek hi hain. Lekin, asset allocation ke hisaab se, Fund A aur Fund B dono T-Bills me kam amount invest karte hain. Fund A me T-Bills ke hisaab se 0.78% hai, jabki Fund B me 3.00% hai. Iske alawa, top holdings concentration ke hisaab se bhi Fund A behtar hai. Fund A me HDFC Bank Ltd. aur ICICI Bank Ltd. dono me 16.49% hai, jabki Fund B me HDFC Bank Ltd. aur ICICI Bank Ltd. dono me 12.3% hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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, Fund A 5Y me 25.25% ki return deta hai, jabki Fund B 8.32% ki return deta hai. Iske alawa, Fund A ka 3Y return Fund B ke 3Y return se 16.01% zyada hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka Sharpe ratio Fund B ke Sharpe ratio se zyada hai. Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 0.68 hai. Iske alawa, Fund A ka expense ratio Fund B ke expense ratio se kam hai.
Q3: Which fund is more cost‑effective?
Sach ye hai, Fund A ka expense ratio Fund B ke expense ratio se kam hai. Fund A ka expense ratio 0.79% hai, jabki Fund B ka expense ratio 1.68% 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