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DebtVSLarge Cap

SBI Debt Fund vs Baroda BNP Paribas Large Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

14.51%

VS

3Y Return

14.62%

Aapke paas do funds hain, Fund A ek debt fund hai, aur Fund B ek large cap fund hai. Aaj humein ye jaanna hai ki yeh do funds kis tarah se kiye ja sakte hain. Dekho, humein Fund A aur Fund B ke beech main difference kya hai.

ParameterASBI Debt Fund - Direct Plan - GrowthBBaroda BNP Paribas Large Cap Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundBaroda BNP Paribas
CategoryDebtLarge Cap
NAV (₹)13.73251.36
AUM (₹ Cr)8.34 Lac Cr2.15 Lac Cr
Expense Ratio (%)0.71%0.52%
RiskometerModerateVery High
Volatility313.08
Sharpe Ratio2.670.62
1 Year Return (%)4.95%-0.15%
3 Year Return (%)14.51%14.62%
5 Year Return (%)12.09%11.06%
Since Launch (%)N/A13.34%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date9 April 201814 March 2022
Exit LoadNilNil
Fund ManagerArdhendu Bhattacharya; Ruchit Mehta (4.1 years yrs)Sanjay Chawla (3.5 years yrs)
BenchmarkCRISIL Composite Bond Fund IndexNifty 50
Top 3 HoldingsNational Bank For Agriculture And Rural Development (5.8%), Power Finance Corporation Ltd. (5.2%), Rural Electrification Corporation Ltd. (4.9%)HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%)
Asset AllocationDebenture: 40.00% | SDL: 30.00% | T-Bills: 20.00% | GOI Sec: 10.00%Equity: 96.00% | T-Bills: 4.00%
Portfolio Turnover150%34%

🤖 AI Verdict – Which is Better?

Haan, let's see. Fund A ne 3 saal ke liye 14.51% ki return di hai, jabki Fund B ne 3 saal ke liye 14.62% ki return di hai. Lekin, expense ratio ke liye Fund A 0.71% se zyada mahnga hai. Chaliye, Fund B ki riskometer very high hai, lekin yeh fund aapke long-term wealth creation ke liye accha hai.

Why consider SBI Debt Fund?

  • Expense ratio: 0.71%
  • 3Y return: 14.51%
  • AUM: 8.34 Lac Cr
  • Sharpe Ratio: 2.67

Why consider Baroda BNP Paribas Large Cap Fund?

  • Expense ratio: 0.52%
  • 3Y return: 14.62%
  • AUM: 2.15 Lac Cr
  • Sharpe Ratio: 0.62

📈 SIP Suitability

Monthly SIP ke liye, yeh fund kis tarah se accha hai? Fund A ki consistency aur return stability Fund B ke liye thodi kam hai. Dekho, Fund A ne 3 saal ke liye 14.51% ki return di hai, jabki Fund B ne 14.62% ki return di hai. Lekin, Fund B ki volatility thodi zyada hai. Chaliye, Fund B ke liye SIP accha hai.

⚠️ Risk & Cost Analysis

Riskometer, volatility, Sharpe ratio, expense ratio - sabhi cheezein Fund A aur Fund B ke beech ki comparison karte hain. Dekho, Fund A ki riskometer moderate hai, jabki Fund B ki very high hai. Sharpe ratio ke liye Fund A 2.67 hai, jabki Fund B 0.62 hai. Chaliye, Fund A mehenga hai, lekin risk-adjusted returns Fund A se zyaada acche hain.

📊 Portfolio Diversification

Asset allocation aur top holdings concentration - yeh sab fund ke beech main difference hai. Dekho, Fund A me debenture 40% aur SDL 30% hai, jabki Fund B me equity 96% hai. Top holdings ke liye Fund A me National Bank For Agriculture And Rural Development 5.8% hai, jabki Fund B me HDFC Bank Ltd. 8.5% hai. Chaliye, Fund A me asset allocation thodi kam diversified hai.

SIP Calculator – Compare Growth Potential

SBI Debt Fund

1351949.82

@14.5% annual return (3Y)

Baroda BNP Paribas Large Cap Fund

1361101.96

@14.6% 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?

Haan, Fund B 5 saal aur 3 saal ke liye accha hai. Fund B ne 11.06% aur 14.62% ki return di hai, jabki Fund A ne 12.09% aur 14.51% ki return di hai.

Q2: Is the higher risk fund worth it?

Haan, Fund B ki volatility zyada hai, lekin Fund A ki riskometer moderate hai. Sharpe ratio ke liye Fund A 2.67 hai, jabki Fund B 0.62 hai. Lekin, Fund B ki asset allocation zyada diversified hai.

Q3: Which fund is more cost-effective?

Haan, Fund B expense ratio 0.52% hai, jabki Fund A expense ratio 0.71% hai. Chaliye, Fund B accha hai.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.