SBI Blue Chip Fund vs Old Bridge 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%
Aapko iske paas do bade funds hain, SBI Blue Chip Fund aur Old Bridge Mutual Fund Large Cap Fund. Ye donko Large Cap category mein padte hain. Aaj hum iske beech ki comparison karne ja rhe hain aur aapko batayenge ki fund aapke liye kis tarah ka hai. Dekho, hum aapko batayenge ki yeh funds aapke liye kis tarah ka hain.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Old Bridge Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 11.89 |
| Sharpe Ratio | 2.18 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
SBI Blue Chip Fund lekin Old Bridge Mutual Fund Large Cap Fund ki comparison karne par hum dekhte hain ki SBI Blue Chip Fund 3 year mein 31.25% return deta hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 14.7% return ho raha hai. Expense ratio ke mukabale mein, SBI Blue Chip Fund mein 0.79% expense ratio hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 0.52% expense ratio hai. Riskometer ke hisaab se bhi SBI Blue Chip Fund hi accha hai. Haan, SBI Blue Chip Fund hamesha hi Old Bridge Mutual Fund Large Cap Fund se bada 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
SIP karein aur 10 saal tak fund mein rakh den, toh SBI Blue Chip Fund hi accha hai. Iska 1 year return 9.84% hai, jabki Old Bridge Mutual Fund Large Cap Fund mein -4.02% return ho raha hai. SBI Blue Chip Fund ka 3 year return bhi jyada hai, 31.25% hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 14.7% hai. Dekho, SBI Blue Chip Fund consistent return deta hai.
⚠️ Risk & Cost Analysis
Riskometer ke hisaab se bhi SBI Blue Chip Fund hi accha hai, yeh Very High riskometer hai. Old Bridge Mutual Fund Large Cap Fund mein bhi Very High riskometer hai, lekin SBI Blue Chip Fund ka volatility 11.35 hai, jabki Old Bridge Mutual Fund Large Cap Fund ka volatility 11.89 hai. Sharpe ratio ke hisaab se bhi SBI Blue Chip Fund hi accha hai, yeh 2.18 ka sharpe ratio hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 0.69 ka sharpe ratio hai. Expense ratio ke hisaab se bhi SBI Blue Chip Fund hi accha hai, yeh 0.79% ka expense ratio hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 0.52% ka expense ratio hai.
📊 Portfolio Diversification
Asset allocation ke hisaab se bhi SBI Blue Chip Fund hi accha hai, yeh 97.26% equity mein invest karta hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 96% equity mein invest hota hai. Top holdings ke hisaab se bhi SBI Blue Chip Fund hi accha hai, yeh HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd mein investment karta hai, jabki Old Bridge Mutual Fund Large Cap Fund mein bhi HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd mein investment hota hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Old Bridge 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?
SBI Blue Chip Fund 5 year return 25.25% hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 12.03% return hai. Isliye, SBI Blue Chip Fund aapke liye better option hai.
Q2: Is the higher risk fund worth it?
SBI Blue Chip Fund ka volatility 11.35 hai, jabki Old Bridge Mutual Fund Large Cap Fund ka volatility 11.89 hai. Sharpe ratio ke hisaab se bhi SBI Blue Chip Fund hi accha hai, yeh 2.18 ka sharpe ratio hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 0.69 ka sharpe ratio hai. Isliye, SBI Blue Chip Fund aapke liye better option hai.
Q3: Which fund is more cost-effective?
SBI Blue Chip Fund ka expense ratio 0.79% hai, jabki Old Bridge Mutual Fund Large Cap Fund mein 0.52% expense ratio hai. Isliye, Old Bridge Mutual Fund Large Cap Fund aapke liye better option 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