SBI Blue Chip Fund vs Quant 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
8.67%
dekho, today humein Fund A aur Fund B ka comparison karna hai. Fund A SBI Blue Chip Fund Direct Plan Growth hai jo Large Cap category mein aata hai, jabki Fund B Quant Mutual Fund Multi Cap Fund Regular Plan Growth hai jo Multi Cap category mein aata hai. Is article mein humein aapko bataunga ki Fund A aur Fund B mein kya aisi chizein hain jo aapko invest karna hoga. lekin pehle humein is baat ka dhyan rakhna hoga ki yeh dono fund Very High riskometer prakaar hone ke karan high-risk hain. isliye, aapko apne investment ki strategy ko badalne ke liye sochna padega. Haan, chaliye aapko fund ki details bataate hain.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quant Mutual Fund |
| Category | Large Cap | Multi Cap |
| NAV (₹) | 101.68 | 20.99 |
| AUM (₹ Cr) | 5.35 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 0.79% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 14.55 |
| Sharpe Ratio | 2.18 | 0.15 |
| 1 Year Return (%) | 9.84% | 0.18% |
| 3 Year Return (%) | 31.25% | 8.67% |
| 5 Year Return (%) | 25.25% | 7.6% |
| Since Launch (%) | 12.02% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 11 June 2019 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Saurabh Pant (2.5 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 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% | 46% |
🤖 AI Verdict – Which is Better?
sach ye hai, Fund A aur Fund B dono hi very high riskometer prakaar hain, lekin humein long-term wealth creation ke liye 3Y return, expense ratio aur risk ka dhyan rakhna hoga. Fund A ka 3Y return 31.25% hai, jabki Fund B ka 3Y return 8.67% hai. Expense ratio mein bhi Fund A better hai, jo 0.79% hai, jabki Fund B ka expense ratio 1.68% hai. Isliye, humein Fund A ko better fund ke roop mein dekha jayega.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
📈 SIP Suitability
SIP suitabilty ke liye humein consistency aur return stability ka dhyan rakhna hai. Fund A ka consistency aur return stability Fund B ko kam hai. yeh sach hai ki Fund A ka 1Y return 9.84% hai, jabki Fund B ka 1Y return 0.18% hai. Isliye, humein SIP ke liye Fund A ko better fund ke roop mein dekha jayega.
⚠️ Risk & Cost Analysis
riskometer, volatility, Sharpe ratio aur expense ratio ke liye humein Fund A aur Fund B ka compare karna hoga. Fund A ka riskometer Very High hai, jabki Fund B ka riskometer bhi Very High hai. lekin volatility aur Sharpe ratio ke liye Fund A better hai. Fund A ka volatility 11.35 hai, jabki Fund B ka volatility 14.55 hai. Iske alawa, Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 0.15 hai. Isliye, humein Fund A ko better fund ke roop mein dekha jayega.
📊 Portfolio Diversification
asset allocation aur top holdings concentration ke liye humein Fund A aur Fund B ka compare karna hoga. Fund A ka asset allocation Equity 97.26% aur T-Bills 0.78% hai, jabki Fund B ka asset allocation Equity 97.00% aur T-Bills 3.00% hai. Top holdings concentration ke liye bhi Fund A better hai, jo HDFC Bank Ltd. (8.73%), ICICI Bank Ltd. (7.76%), aur Reliance Industries Ltd. (6.56%) hai. Iske alawa, Fund B ka top holdings concentration HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), aur Reliance Industries Ltd. (4.9%) hai. Isliye, humein Fund A ko better fund ke roop mein dekha jayega.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Quant Mutual Fund Multi Cap Fund
₹956588.14
@8.7% 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?
Answer: Fund A ka 5Y return 25.25% hai, jabki Fund B ka 5Y return 7.6% hai. Isliye, Fund A aapko long run mein better returns de sakta hai. lekin yeh sach hai ki dono fund high-risk hain, isliye aapko apne investment ki strategy ko badalne ke liye sochna padega.
Q2: Is the higher risk fund worth it?
Answer: Fund A ka volatility 11.35 hai, jabki Fund B ka volatility 14.55 hai. Fund A ka Sharpe ratio 2.18 hai, jabki Fund B ka Sharpe ratio 0.15 hai. Isliye, Fund A aapko better risk-adjusted returns de sakta hai. lekin yeh sach hai ki dono fund high-risk hain, isliye aapko apne investment ki strategy ko badalne ke liye sochna padega.
Q3: Which fund is more cost-effective?
Answer: Fund A ka expense ratio 0.79% hai, jabki Fund B ka expense ratio 1.68% hai. Isliye, Fund A aapko more cost-effective fund deta hai. lekin yeh sach hai ki dono fund high-risk hain, isliye aapko apne investment ki strategy ko badalne ke liye sochna padega.
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