SBI Contra Fund vs Edelweiss 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
14.24%
Hum chahein 2 alag alag funds ko compare karenge - SBI Contra Fund aur Edelweiss Mutual Fund Multi Cap Fund. Ye dono funds Multi Cap category mein hain, lekin kya unke returns aur riskometer unhein ek dusre se alag banate hain? Dekho, hum aapko yahaan iska jawab dene wale hain.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Multi Cap | Multi Cap |
| NAV (₹) | 408.51 | 15.12 |
| AUM (₹ Cr) | 4.74 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.72% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 15.25 |
| Sharpe Ratio | 0.72 | 0.68 |
| 1 Year Return (%) | -1.21% | 3.12% |
| 3 Year Return (%) | 16.36% | 14.24% |
| 5 Year Return (%) | 18.26% | 8.32% |
| Since Launch (%) | 15.48% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 30 October 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Bharat Lahoti (3.5 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% | 55% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye Fund A (SBI Contra Fund) better hai. Iska 3Y return 16.36% hai, jo Fund B ke 14.24% se zyada hai. Expense ratio bhi Fund A ka kam hai (0.72% vs 1.68%). Aur riskometer kuch bhi nahi, dono funds ko very high riskometer mila hai. Lekin Fund A ka Sharpe ratio 0.72 hai, jo Fund B ke 0.68 se zyada hai. Haan, Fund A aapke long-term wealth ke liye better choice 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 Edelweiss Mutual Fund Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
SIP (Systematic Investment Plan) ke liye Fund A andaz se better hai. Iska 3Y return stable hai, aur expense ratio kam hai. Lekin Fund B ka SIP return consistency bhi accha hai. Lekin Fund A ka asset allocation bhi accha hai, jismein equity ka hissa 81.12% hai. Haan, Fund A ke liye SIP better hai.
⚠️ Risk & Cost Analysis
Khel ab riskometer aur volatility ke liye hai. Fund A ka volatility 13.7 hai, jo Fund B ke 15.25 se kam hai. Lekin Sharpe ratio bhi kaam karta hai. Fund A ka Sharpe ratio 0.72 hai, jo Fund B ke 0.68 se zyada hai. Expense ratio bhi Fund A ka kam hai (0.72% vs 1.68%). Haan, Fund A aapko better risk-adjusted return deta hai.
📊 Portfolio Diversification
Fund A ka asset allocation better hai. Iska equity ka hissa 81.12% hai, aur T-Bills ka hissa 2.35% hai. Fund B ka asset allocation bhi accha hai, lekin iska equity ka hissa 97% hai. Lekin Fund A ka top holdings concentration accha hai, jismein HDFC Bank Ltd. ka hissa 6.59% hai aur Reliance Industries Ltd. ka hissa 5.35% hai. Haan, Fund A ka portfolio diversification accha hai.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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 (SBI Contra Fund) 5Y mein better return deta hai, jiska 18.26% hai. Lekin Fund B (Edelweiss Mutual Fund Multi Cap Fund) 3Y mein better return deta hai, jiska 14.24% hai.
Q2: Is the higher risk fund worth it?
Haan, higher risk fund worth hi hai. Fund A ka volatility kam hai (13.7) aur Sharpe ratio zyada hai (0.72). Lekin Fund A ka riskometer bhi very high hai. Lekin yadi aap long-term wealth creation ke liye invest karna chahte hain toh Fund A accha option hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A (SBI Contra Fund) adhik cost-effective hai. Iska expense ratio 0.72% hai, jo Fund B (Edelweiss Mutual Fund Multi Cap Fund) ka 1.68% se kam hai. Lekin yadi aap long-term wealth creation ke liye invest karna chahte hain toh Fund A accha option 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