SBI Contra Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
1.9%
Ab hum aapko dwaara fund SBI Contra Fund aur Old Bridge Mutual Fund Mid Cap Fund ke beech ka comparison karne ja rahe hain. Ye dono fund ek dusre se alag category mein aate hain, lekin vah kya hai jisse aap unhein aur bhi achchhi tarah se samajh sakte hain? Hum aapko ye 6 sections ke madhyam se fund ki comparison karte hain, jisse aap apne investment ke liye sahi fund chun sakte hain.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Old Bridge Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 408.51 | 10.59 |
| AUM (₹ Cr) | 4.74 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.72% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 15.35 |
| Sharpe Ratio | 0.72 | 1.82 |
| 1 Year Return (%) | -1.21% | 5.79% |
| 3 Year Return (%) | 16.36% | 1.9% |
| 5 Year Return (%) | 18.26% | 1.13% |
| Since Launch (%) | 15.48% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| 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: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 130% | 31% |
🤖 AI Verdict – Which is Better?
Sach ye hai, agar aap long-term wealth creation ka target rakhte hain, to hamara verdict ye hai ki SBI Contra Fund aapke liye better fund hai. Iska sabse bada karan ye hai ki iska 3Y return 16.36% hai, jo ki Old Bridge Mutual Fund Mid Cap Fund ka 3Y return 1.9% se bahut alag hai. Haan, expense ratio bhi kam hai, jisse aapko paise bachenge.
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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Agar aap monthly SIP karke 10+ years ke liye invest karna chahte hain, to hum aapko kahaenge ki SBI Contra Fund aapke liye better fund hai. Iska sabse bada karan ye hai ki iska return stability jyaada hai. Lekin, yeh bhi dhyan rakhein ki Old Bridge Mutual Fund Mid Cap Fund ka consistency bhi thoda jyada hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke madhyam se hum aapko dikhayenge ki SBI Contra Fund aapke liye better fund hai. Iska sabse bada karan ye hai ki iska riskometer very high hai, lekin Sharpe ratio 0.72 hai, jisse aapko risk-adjusted returns milenge. Old Bridge Mutual Fund Mid Cap Fund ka Sharpe ratio 1.82 hai, lekin iska riskometer bhi very high hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke madhyam se hum aapko dikhayenge ki SBI Contra Fund aapke liye better fund hai. Iska sabse bada karan ye hai ki iska Equity allocation 81.12% hai, jisse aapko diversification mil jayegi. Old Bridge Mutual Fund Mid Cap Fund ka Equity allocation 94.00% hai, jisse aapko sector risk bhi aayega.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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, SBI Contra Fund ka 5Y return 18.26% hai, jo ki Old Bridge Mutual Fund Mid Cap Fund ka 5Y return 1.13% se bahut alag hai.
Q2: Is the higher risk fund worth it?
Haan, agar aap risk-adjusted returns chahte hain, to SBI Contra Fund aapke liye better fund hai. Iska Sharpe ratio 0.72 hai, jisse aapko risk-adjusted returns milenge.
Q3: Which fund is more cost-effective?
Sach ye hai, SBI Contra Fund ka expense ratio 0.72% hai, jo ki Old Bridge Mutual Fund Mid Cap Fund ka expense ratio 1.75% se bahut 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