SBI Contra Fund vs Angel One Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
12.7%
Dekho, aapke paas do aise mutual funds hain jo Multi Cap category mein aate hain. Fund A, SBI Contra Fund Direct Plan Growth, aur Fund B, Angel One Mutual Fund Multi Cap Fund Regular Plan Growth. Aaj hum in donon funds ke beech ka comparison karenge aur pta chalega ki kis fund mein long-term wealth creation ka potential hai.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BAngel One Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Angel One Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 408.51 | 8.38 |
| AUM (₹ Cr) | 4.74 Lac Cr | 1.86 Lac Cr |
| Expense Ratio (%) | 0.72% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 13.4 |
| Sharpe Ratio | 0.72 | 1.52 |
| 1 Year Return (%) | -1.21% | -11.42% |
| 3 Year Return (%) | 16.36% | 12.7% |
| 5 Year Return (%) | 18.26% | 7.44% |
| Since Launch (%) | 15.48% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 130% | 32% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A ne 3Y mein 16.36% return diya hai, jo Fund B se bada hai. Lekin Fund B ka expense ratio 1.68% hai, jo Fund A ka expense ratio 0.72% se bada hai. Isliye, hum kheenchte hain ki Fund A long-term wealth creation ke liye better fund hai.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Angel One Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 12.7%
- AUM: 1.86 Lac Cr
- Sharpe Ratio: 1.52
📈 SIP Suitability
Chaliye SIP ke liye fund kaun suitbale hai? Fund A ka consistency aur return stability Fund B se bada hai. Fund A ne 5Y mein 18.26% return diya hai, jo Fund B se bada hai. Isliye, Fund A SIP ke liye acha fund hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisaab se Fund B kam risk wala fund hai, lekin Sharpe ratio ke hisaab se Fund A kam risk wala fund hai. Expense ratio ke hisaab se bhi Fund A acha fund hai. Isliye, Fund A better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Fund A ka asset allocation Fund B se bada hai. Fund A mein Equity 81.12% hai, T-Bills 2.35% hai, Foreign Equity 2.19% hai, aur Debenture 1.92% hai. Fund B mein Equity 97.00% hai, T-Bills 3.00% hai. Isliye, Fund A ka asset allocation Fund B se bada hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Angel One Mutual Fund Multi Cap Fund
₹1211348.26
@12.7% 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?
Chaliye, Fund A ka 5Y mein 18.26% return Fund B ka 5Y mein 7.44% return se bada hai. Isliye, Fund A long run mein beter returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka Sharpe ratio 0.72 hai, jo Fund B ka Sharpe ratio 1.52 se kam hai. Isliye, Fund A ka higher risk se bhi kam hai.
Q3: Which fund is more cost-effective?
Fund A ka expense ratio 0.72% hai, jo Fund B ka expense ratio 1.68% se kam hai. Isliye, Fund A 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