SBI Contra Fund vs Old Bridge Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
14.7%
Dekho, aap donon fundon ka category aur humein kya seekhne ko milega, isme jaanenge. Fund A SBI Contra Fund hai aur Fund B Old Bridge Mutual Fund Large Cap Fund. Hum aapko batayenge ki in donon fundon mein kya acha hai aur aapko kaise invest karna chaahiye hai.
[VERDICT]| Parameter | ASBI Contra Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Old Bridge Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 497.22 |
| AUM (₹ Cr) | 4.74 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 11.89 |
| Sharpe Ratio | 0.72 | 0.69 |
| 1 Year Return (%) | -1.21% | -4.02% |
| 3 Year Return (%) | 16.36% | 14.7% |
| 5 Year Return (%) | 18.26% | 12.03% |
| Since Launch (%) | 15.48% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A ne 5 saal mein 18.26% return diya hai, jabki Fund B ne 12.03% return diya hai. Expense ratio ke hisab se bhi Fund A acha hai. Riskometer ke hisab se donon fund Very High hai, lekin Fund A ka sharpe ratio 0.72 hai, jo Fund B ke 0.69 se zyada hai. Haan, Fund A our fund B dono ke liye long-term wealth creation ke liye acha hai, lekin Fund A zyada acha hai.
[SIP_SUITABILITY]Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Haan, sip ke liye Fund B zyada acha hai. Iska 3 saal ke return 14.7% hai, jo Fund A ke 16.36% se kam hai, lekin consistent hai. Fund B ka equity portion 96% hai, jo Fund A ke 81.12% se zyada hai. Isliye, sip ke liye Fund B acha hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Volatility ke hisab se Fund A ka risk zyada hai, jiska volatility 13.7 hai, jabki Fund B ka volatility 11.89 hai. Sharpe ratio ke hisab se bhi Fund A acha hai, jiska sharpe ratio 0.72 hai, jo Fund B ke 0.69 se zyada hai. Expense ratio ke hisab se bhi Fund A acha hai, jiska expense ratio 0.72% hai, jo Fund B ke 0.52% se zyada hai. Isliye, risk-adjusted returns ke hisab se Fund A acha hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Asset allocation ke hisab se Fund B ka portfolio zyada diversified hai, kyonki uska equity portion 96% hai, jo Fund A ke 81.12% se zyada hai. Fund B ka top 3 holdings me HDFC Bank Ltd. 8.5%, ICICI Bank Ltd. 7.8% aur Reliance Industries Ltd. 6.9% hain, jo Fund A ke 6.59%, 5.35% aur 3.04% se zyada hai. Isliye, portfolio diversification ke hisab se Fund B acha hai.
[FAQ]SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Old Bridge 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?
Sach ye hai, Fund A ne 5 saal mein 18.26% return diya hai, jo Fund B ke 12.03% return se zyada hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka risk zyada hai, lekin uska sharpe ratio 0.72 hai, jo Fund B ke 0.69 se zyada hai. Isliye, higher risk fund worth hai.
Q3: Which fund is more cost-effective?
Expense ratio ke hisab se Fund B acha hai, jiska expense ratio 0.52% hai, jo Fund A ke 0.72% se kam 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