SBI Focused Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
18.13%
3Y Return
19.68%
Dekho, aapke paas do fund options hain - SBI Focused Fund aur Axis Bluechip Fund. Ye donoh fund Multi Cap aur Large Cap categories mein aate hain. Aaj humein ye jaanna hoga ki in donoh fundon mein se kisne long term wealth creation mein better performance diya hai.
| Parameter | ASBI Focused Fund - Direct Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 432.21 | 18.82 |
| AUM (₹ Cr) | 4.60 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 1.47% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.25 | 11.34 |
| Sharpe Ratio | 0.88 | 1.16 |
| 1 Year Return (%) | 12.11% | 4.44% |
| 3 Year Return (%) | 18.13% | 19.68% |
| 5 Year Return (%) | 15.02% | 5.62% |
| Since Launch (%) | 15.63% | 14.6% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Pradeep Kesavan; Rama Iyer Srinivasan (17.0 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 45% | 16% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Axis Bluechip Fund 3Y return ke hisab se adhik achha hai. Lekin expense ratio mein SBI Focused Fund kam hai. Haan, long term wealth creation ke liye, main SBI Focused Fund ko better fund maanna chahta hoon, lekin aapko apne investment ke risk aur goal ka dhyan rakhna hoga.
Why consider SBI Focused Fund?
- Expense ratio: 1.47%
- 3Y return: 18.13%
- AUM: 4.60 Lac Cr
- Sharpe Ratio: 0.88
Why consider Axis Bluechip Fund?
- Expense ratio: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
Chaliye, SIP ke liye donoh fundon ka comparison karenge. SBI Focused Fund 1Y return mein adhik achha hai lekin Axis Bluechip Fund 3Y return mein adhik achha hai. Haan, SBI Focused Fund ki consistency aur return stability donoh fundon mein se adhik achhi hai. Toh, SIP ke liye SBI Focused Fund acha fund hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio ke hisab se donoh fundon ka comparison karenge. SBI Focused Fund ki volatility aur Sharpe ratio mein adhik achha hai. Haan, expense ratio mein Axis Bluechip Fund kam hai. Toh, risk-adjusted return ke hisab se, SBI Focused Fund acha fund hai.
📊 Portfolio Diversification
Chaliye, asset allocation aur top holdings ki concentration ke hisab se donoh fundon ka comparison karenge. SBI Focused Fund ki asset allocation mein donoh equity aur foreign equity mein adhik achha hai. Toh, portfolio diversification ke hisab se, SBI Focused Fund acha fund hai. Haan, sector risk ke hisab se, Axis Bluechip Fund mein Reliance Industries Ltd. aur HDFC Bank Ltd. ki adhik concentration hai.
SIP Calculator – Compare Growth Potential
SBI Focused Fund
₹1695258.29
@18.1% 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, SBI Focused Fund ka 5Y return 15.02% hai aur Axis Bluechip Fund ka 5Y return 5.62% hai. Toh, long run mein SBI Focused Fund adhik achha fund hai.
Q2: Is the higher risk fund worth it?
Chaliye, SBI Focused Fund ki volatility 13.25 hai lekin Sharpe ratio 0.88 hai. Haan, Axis Bluechip Fund ki volatility 11.34 hai lekin Sharpe ratio 1.16 hai. Toh, risk-adjusted return ke hisab se, SBI Focused Fund acha fund hai.
Q3: Which fund is more cost-effective?
Sach ye hai, SBI Focused Fund ka expense ratio 1.47% hai aur Axis Bluechip Fund ka expense ratio 1.52% hai. Toh, cost-effectiveness ke hisab se, SBI Focused Fund acha fund 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