SBI Blue Chip Fund vs Quant 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 fund hain, jo large cap category me aate hain. Ye dono fund aapke long-term wealth creation ke liye acche hain, lekin humein aaj yeh janna hoga ki kis fund ka 3Y return better hai, expense ratio kya hai aur risk kya hai. Chaliye hum apne fund review shuru karte hain.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quant Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 12.4 |
| Sharpe Ratio | 2.18 | 0.66 |
| 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% | 27% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A ki 3Y return 31.25% hai, jo Fund B ki 14.7% se behtar hai. Haan, expense ratio bhi Fund A ki 0.79% hai, jo Fund B ki 0.52% se jyada hai. Lekin riskometer aur volatility dono fund ki very high hai. Dekhna hai, Fund A ki sharpe ratio 2.18 hai, jo Fund B ki 0.66 se behtar hai. Isliye, hamara verdict hai ki Fund A better hai long-term wealth creation ke liye.
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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Chaliye hum SIP suitabilita ke baare me sochte hain. Fund A ki 3Y return stability better hai, lekin Fund B ka 1Y return -4.02% hai, jo Fund A ka 9.84% se kam hai. Haan, Fund A ki asset allocation bahut hi concentrated hai, lekin Fund B ka asset allocation thoda hi diversified hai. Isliye, Fund B better hai SIP ke liye.
⚠️ Risk & Cost Analysis
Sach ye hai, dono fund ki riskometer very high hai, lekin Fund A ki volatility 11.35 hai, jo Fund B ki 12.4 se kam hai. Haan, Fund A ki expense ratio Fund B ki compare jyada hai. Lekin sharpe ratio Fund A ki 2.18 hai, jo Fund B ki 0.66 se behtar hai. Isliye, Fund A better hai risk-adjusted returns ke liye.
📊 Portfolio Diversification
Chaliye hum asset allocation aur top holdings ke baare me sochte hain. Fund A ki asset allocation bahut hi concentrated hai, lekin Fund B ka asset allocation thoda hi diversified hai. Haan, Fund A ka top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai, jo Fund B ka top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Isliye, dono fund ki portfolio diversification bahut hi similar hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Quant 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, Fund A ki 5Y return 25.25% hai, jo Fund B ki 12.03% se behtar hai. Haan, Fund A ki 3Y return bhi 31.25% hai, jo Fund B ki 14.7% se behtar hai.
Q2: Is the higher risk fund worth it?
Sach ye hai, Fund A ki volatility 11.35 hai, jo Fund B ki 12.4 se kam hai. Haan, Fund A ka sharpe ratio bhi 2.18 hai, jo Fund B ki 0.66 se behtar hai. Isliye, Fund A ka higher risk worth hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B ki expense ratio 0.52% hai, jo Fund A ki 0.79% se kam hai. Haan, Fund B ka AUM 24720 Cr hai, jo Fund A ka 53468.34 Cr se kam hai. Isliye, Fund B more cost-effective 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