SBI Contra Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
21.36%
Dekho, investors! Aaj hum do fundon ka comparison karne ja rhe hain - SBI Contra Fund aur Axis Bluechip Fund. Ye donon fund Multi Cap aur Large Cap category mein aaate hain. Aaj hum jaanege ki yeh dono fund kis category mein better hain aur kounse fund long-term wealth creation ke liye better hai.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 20.09 |
| AUM (₹ Cr) | 4.74 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 11.32 |
| Sharpe Ratio | 0.72 | 1.31 |
| 1 Year Return (%) | -1.21% | 5.85% |
| 3 Year Return (%) | 16.36% | 21.36% |
| 5 Year Return (%) | 18.26% | 5.92% |
| Since Launch (%) | 15.48% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| 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: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 130% | 16% |
🤖 AI Verdict – Which is Better?
Chaliye, aaj hum jaanege ki fund B, Axis Bluechip Fund, kounse fund better hai long-term wealth creation ke liye. Ismein hum dono fund ke 3Y return, expense ratio aur risk ka comparison karenge. Fund B ka 3Y return 21.36% hai, jo fund A (SBI Contra Fund) ka 3Y return (16.36%) se adhik hai. Iske alawa, fund B ka expense ratio 0.52% hai, jo fund A ka expense ratio (0.72%) se kam hai. Riskometer mein dono fund Very High risk level par hain, lekin fund B ka volatility (11.32) fund A (13.7) se kam hai. Sharpe ratio mein bhi fund B (1.31) fund A (0.72) se adhik hai. To, hum dekh rahe hain ki fund B sabhi parameters mein fund A se better 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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
SIP Suitability ki baat karein, to hum jaanege ki Fund A (SBI Contra Fund) aur Fund B (Axis Bluechip Fund) ke beech kounse fund monthly SIP ke liye better hai. Consistency aur return stability ka comparison karke dekhein, to pata chalaega ki Fund A ka 1Y return -1.21% hai, jo Fund B ka 1Y return (5.85%) se kam hai. Iske alawa, Fund A ka 5Y return (18.26%) Fund B ka 5Y return (5.92%) se adhik hai. To, hum dekh rahe hain ki Fund A consistent return deta hai, lekin Fund B ka 1Y return kam hai.
⚠️ Risk & Cost Analysis
Risk & Cost Analysis mein, hum jaanege ki dono fund ka riskometer, volatility, Sharpe ratio, aur expense ratio ka comparison kaise hai. Riskometer mein dono fund Very High risk level par hain, lekin Fund B ka volatility Fund A se kam hai. Sharpe ratio mein bhi Fund B Fund A se adhik hai. Expense ratio mein Fund A ka expense ratio Fund B se adhik hai. To, hum dekh rahe hain ki Fund B dono parameters mein Fund A se better hai.
📊 Portfolio Diversification
Portfolio Diversification ka topic karein, to hum jaanege ki Fund B (Axis Bluechip Fund) aur Fund A (SBI Contra Fund) ke beech kounse fund asset allocation aur top holdings concentration mein better hai. Fund A ka asset allocation mein Equity 81.12%, T-Bills 2.35%, Foreign Equity 2.19%, Debenture 1.92%, CD 1.05%, REITs 0.94%, Call Option -0.03%, aur Futures -0.16% hai. Fund B ka asset allocation mein Equity 96.00%, T-Bills 4.00% hai. Top holdings mein Fund A mein HDFC Bank Ltd. 6.59%, Reliance Industries Ltd. 5.35%, aur Biocon Ltd. 3.04% hai. Fund B mein HDFC Bank Ltd. 8.5%, ICICI Bank Ltd. 7.8%, aur Reliance Industries Ltd. 6.9% hai. To, hum dekh rahe hain ki Fund B asset allocation mein Fund A se adhik diversified hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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 ki Fund A ka 5Y return (18.26%) Fund B ka 5Y return (5.92%) se adhik hai. Isliye, Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka volatility Fund A se kam hai aur Sharpe ratio bhi Fund A se adhik hai. Isliye, Fund B ka higher risk worth hai.
Q3: Which fund is more cost-effective?
Fund B ka expense ratio Fund A ka expense ratio se kam hai, lekin exit load N/A hai. Isliye, Fund B 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