SBI Blue Chip Fund vs Quantum 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 liye khushkhabri hai! Aaj hum aapko Fund A aur Fund B ke beech ki tulna karne ja rahen hain. Ye do funds Large Cap Category se hain aur iske liye hum aapko ye jankari dengi ki Fund A aur Fund B dono mein aapko kya milta hai aur kya nahi. Chaliye, shuruat karein.
| Parameter | ASBI Blue Chip Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Quantum Mutual Fund |
| Category | Large Cap | Large Cap |
| NAV (₹) | 101.68 | 497.22 |
| AUM (₹ Cr) | 5.35 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.79% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 11.35 | 11.75 |
| Sharpe Ratio | 2.18 | 0.7 |
| 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) | Atul Kumar (3.5 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% | 21% |
🤖 AI Verdict – Which is Better?
Haan, Fund A aur Fund B dono hi very high riskometer vale hain lekin Fund A ki 3Y return 31.25% hai, jo ki Fund B ki compare karegi. Iske alawa, Fund A ka expense ratio 0.79% hai, jo ki Fund B ke compare 0.52% hai. To, fund aapko long-term wealth creation ke liye Fund A par aakarshit karta 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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
dekho, yadi aapko 10+ saal tak monthly SIP lagana hai, to Fund A aapke liye aisa fund hai. Iske liye, humne 3Y return aur expense ratio ke liye Fund A ko better fund mana hai. Fund B ki 1Y return -4.02% hai, jo ki Fund A ki 1Y return 9.84% se kam hai.
⚠️ Risk & Cost Analysis
lekin, Fund B ka Sharpe ratio 0.7 hai, jo ki Fund A ka 2.18 se kam hai. Iske alawa, Fund B ka riskometer bhi very high hai. Lekin, Fund B ka expense ratio Fund A ka 0.79% se kam 0.52% hai. To, Fund B ki cost se aapko fayda ho sakta hai.
📊 Portfolio Diversification
Chaliye, asset allocation aur top holdings concentration ke liye dekhte hain. Fund A ka asset allocation Equity 97.26% aur T-Bills 0.78% hai, jo ki Fund B ka 96.00% Equity aur 4.00% T-Bills se bhi bada hai. Iske alawa, Fund A ka top 3 holdings HDFC Bank Ltd, ICICI Bank Ltd aur Reliance Industries Ltd hai, jo ki Fund B ka 8.5%, 7.8% aur 6.9% se bhi kam hai. To, Fund A ke portfolio me aapko jyada diversification milta hai.
SIP Calculator – Compare Growth Potential
SBI Blue Chip Fund
₹4110903.05
@31.3% annual return (3Y)
Quantum 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?
Haan, Fund A ki 5Y return 25.25% hai, jo ki Fund B ki 12.03% se bada hai. Iske liye, Fund A long-run mein aapko better returns de sakta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka volatility 11.75 hai, jo ki Fund A ka 11.35 se kam hai. Iske liye, Fund B ka risk aapko jyada ho sakta hai. To, Fund B ka higher risk aapko worth nahi hai.
Q3: Which fund is more cost-effective?
Haan, Fund B ka expense ratio 0.52% hai, jo ki Fund A ka 0.79% se kam hai. Iske liye, Fund B aapke liye 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