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
19.68%
Dekho, aap dono funds ke categories ek jaise hain, lekin dono mein kuchh alag cheezein hain. Fund A SBI Contra Fund hai, jo multi-cap category mein aata hai, jabki Fund B Axis Bluechip Fund large cap category mein aata hai. Aaj hum aapko bataenge ki dono funds mein se kisne better returns diya hai. Chaliye, aapko pata chalega.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 18.82 |
| AUM (₹ Cr) | 4.74 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.72% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 11.34 |
| Sharpe Ratio | 0.72 | 1.16 |
| 1 Year Return (%) | -1.21% | 4.44% |
| 3 Year Return (%) | 16.36% | 19.68% |
| 5 Year Return (%) | 18.26% | 5.62% |
| Since Launch (%) | 15.48% | 14.6% |
| 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?
Sach ye hai, Fund A ka 3Y return 16.36% hai, jabki Fund B ka 3Y return 19.68% hai. Lekin, expense ratio mein bhi Fund B aage hai, jiska expense ratio 1.52% hai. Riskometer ke hisaab se dono funds Very High risk par aate hain. Haan, isiliye hum kahaingay ki Fund B long-term wealth creation ke liye aage 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: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
Monthly SIP ke liye, humaare paas 10+ saal ke data mein se fund ki stability ki jaanch karni hogi. Fund A ka 5Y return 18.26% hai, jabki Fund B ka 5Y return mere 5.62% hai. Lekin, Fund A ka expense ratio 0.72% hai, jiska Fund B ka expense ratio 1.52% hai. Haan, Fund SIP suitability ke liye aage hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisaab se dono funds Very High risk par aate hain. Lekin, Fund A ka Sharpe ratio 0.72 hai, jabki Fund B ka Sharpe ratio 1.16 hai. Expense ratio mein bhi Fund A aage hai, jiska expense ratio 0.72% hai. Haan, Fund A risk-adjusted returns mein aage hai.
📊 Portfolio Diversification
Asset allocation ke hisaab se Fund A ka equity portion 81.12% hai, jabki Fund B ka equity portion 96.00% hai. Lekin, Fund A ka asset allocation mein diversification hai, jismein T-Bills, Forgn. Eq, Debenture, CD, REITs, Call Option, aur Futures hain. Haan, Fund A portfolio diversification mein aage hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Axis Bluechip Fund
₹1872598.46
@19.7% 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 ka 5Y return 18.26% hai, jabki Fund B ka 5Y return mere 5.62% hai. Isliye, Fund A long run mein aage hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ka Sharpe ratio 1.16 hai, jiska Fund A ka Sharpe ratio 0.72 hai. Isliye, Fund B ka higher risk worth hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A ka expense ratio 0.72% hai, jiska Fund B ka expense ratio 1.52% 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