SBI Blue Chip Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
31.25%
3Y Return
1.9%
Dosto, aaj humein do mutual funds ke beech ka comparison karna hai - SBI Blue Chip Fund aur Old Bridge Mutual Fund Mid Cap Fund. Ye dono fund very high-risk category mein aate hain. Aaj humein dekhenge ki kis fund mein long-term mein paisa dubara kiya ja sakta hai aur kis fund mein SIP karke paisa dubara kiya ja sakta hai. Dekho, in dono fund ki comparison karein.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Old Bridge Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 101.68 | 10.59 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.79% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 15.35 |
| Sharpe Ratio | 2.18 | 1.82 |
| 1 Year Return (%) | 9.84% | 5.79% |
| 3 Year Return (%) | 31.25% | 1.9% |
| 5 Year Return (%) | 25.25% | 1.13% |
| Since Launch (%) | 12.02% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | BSE 100 Total Return Index | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.26% | T-Bills: 0.78% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 8% | 31% |
🤖 AI Verdict – Which is Better?
Hamaare paas dono fund ki 3Y return hai, jismein SBI Blue Chip Fund ka 31.25% return hai aur Old Bridge Mutual Fund Mid Cap Fund ka 1.9% return hai. Haan, expense ratio bhi ek chij hai, jismein SBI Blue Chip Fund ka 0.79% expense ratio hai aur Old Bridge Mutual Fund Mid Cap Fund ka 1.75% expense ratio hai. Dekho, kis fund mein paisa dubara kiya ja sakta hai, yeh sabse accha fund hai. Sach ye hai, long-term mein SBI Blue Chip Fund zyada 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 Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
SIP karke paisa dubara kiya ja sakta hai, lekin kis fund mein karna hai, yeh sawal hai. Dono fund very high-risk category mein aate hain, lekin SBI Blue Chip Fund ka 5Y return 25.25% hai, jiska mean hai ki yeh fund zyada stabil hai. Haan, Old Bridge Mutual Fund Mid Cap Fund ka 5Y return 1.13% hai, jiska mean hai ki yeh fund zyada stable nahi hai. Dekho, kis fund mein SIP karke paisa dubara kiya ja sakta hai, yeh fund hai.
⚠️ Risk & Cost Analysis
Dono fund very high-risk category mein aate hain, lekin SBI Blue Chip Fund ka riskometer very high hai, lekin Old Bridge Mutual Fund Mid Cap Fund ka riskometer bhi very high hai. Haan, volatility bhi ek chij hai, jismein SBI Blue Chip Fund ka 11.35 volatility hai aur Old Bridge Mutual Fund Mid Cap Fund ka 15.35 volatility hai. Sharpe ratio bhi ek chij hai, jismein SBI Blue Chip Fund ka 2.18 Sharpe ratio hai aur Old Bridge Mutual Fund Mid Cap Fund ka 1.82 Sharpe ratio hai. Dekho, kis fund mein risk-adjusted returns zyada hai, yeh fund hai.
📊 Portfolio Diversification
Dono fund ki asset allocation mein kuch difference hai. SBI Blue Chip Fund mein equity ka 97.26% hai aur T-Bills ka 0.78% hai, lekin Old Bridge Mutual Fund Mid Cap Fund mein equity ka 94.00% hai aur T-Bills ka 6.00% hai. Haan, top holdings mein bhi kuch difference hai, jismein SBI Blue Chip Fund mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai, lekin Old Bridge Mutual Fund Mid Cap Fund mein Voltas Ltd., Mphasis Ltd., aur Coforge Ltd. hai. Dekho, kis fund mein portfolio diversification zyada hai, yeh fund hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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 ka 5Y return 25.25% hai, jo ki Old Bridge Mutual Fund Mid Cap Fund ka 5Y return 1.13% se zyada hai. Haan, long-term mein SBI Blue Chip Fund zyada accha fund hai.
Q2: Is the higher risk fund worth it?
Old Bridge Mutual Fund Mid Cap Fund ka 15.35 volatility hai, jo ki SBI Blue Chip Fund ka 11.35 volatility se zyada hai. Haan, Sharpe ratio bhi Old Bridge Mutual Fund Mid Cap Fund ka 1.82 Sharpe ratio hai, jiska mean hai ki yeh fund zyada stable nahi hai. Dekho, kis fund mein risk-adjusted returns zyada hai, yeh fund hai.
Q3: Which fund is more cost-effective?
SBI Blue Chip Fund ka expense ratio 0.79% hai, jo ki Old Bridge Mutual Fund Mid Cap Fund ka expense ratio 1.75% se kam hai. Haan, dono fund mein exit load nahi hai, jiska mean hai ki dono fund cost-effective hai. Dekho, kis fund mein cost-effectiveness zyada hai, yeh fund 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