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DebtVSLarge Cap

SBI Debt Fund vs Canara Robeco 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

12.5%

Mein aapko do aam funds ke liye ek tareeka de raha hoon. SBI Debt Fund ek debt fund hai aur Canara Robeco Large Cap Fund ek large cap equity fund hai. Ye dono fund mein aapko apne paiso ke liye investment karne ke liye kuch options de raha hoon. Dekho, yahaan aapko fund ki jankari mil jayegi aur aap apne investment ke liye ek decision le sakte hain.

ParameterASBI Debt Fund - Direct Plan - GrowthBCanara Robeco Large Cap Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundCanara Robeco
CategoryDebtLarge Cap
NAV (₹)13.7369.54
AUM (₹ Cr)8.34 Lac Cr1.65 Lac Cr
Expense Ratio (%)0.71%0.83%
RiskometerModerateVery High
Volatility311.61
Sharpe Ratio2.670.52
1 Year Return (%)4.95%-3.79%
3 Year Return (%)14.51%12.5%
5 Year Return (%)12.09%11.73%
Since Launch (%)N/A13.95%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date9 April 20182 January 2013
Exit LoadNilNil
Fund ManagerArdhendu Bhattacharya; Ruchit Mehta (4.1 years yrs)Shridatta Bhandwaldar; Vishal Mishra (9.9 years yrs)
BenchmarkCRISIL Composite Bond Fund IndexBSE 100 Total Return Index
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. (8.33%), ICICI Bank Ltd. (7.71%), Reliance Industries Ltd. (5.54%)
Asset AllocationDebenture: 40.00% | SDL: 30.00% | T-Bills: 20.00% | GOI Sec: 10.00%Equity: 96.23% | Pref. Shares: 0.01%
Portfolio Turnover150%16%

🤖 AI Verdict – Which is Better?

Sach ye hai, yahaan se ek fund clear winner hai. Canara Robeco Large Cap Fund ka 3Y return 12.5% hai, jiska mukhya fund SBI Debt Fund ka 3Y return 14.51% hai. Iske alawa, expense ratio mein bhi difference hai. SBI Debt Fund ka expense ratio 0.71% hai, jiska mukhya fund Canara Robeco Large Cap Fund ka expense ratio 0.83% hai. Riskometer ke hisaab se, SBI Debt Fund ko moderate riskometer mila hai, jabki Canara Robeco Large Cap Fund ko very high riskometer mila hai. Haan, yeh fund long-term wealth creation ke liye achha 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 Canara Robeco Large Cap Fund?

  • Expense ratio: 0.83%
  • 3Y return: 12.5%
  • AUM: 1.65 Lac Cr
  • Sharpe Ratio: 0.52

📈 SIP Suitability

SIP ke hisaab se, mein aapko kahaunga ki SBI Debt Fund iski stability ke liye achha hai. Is fund ka 3Y return aamtaur par stable hai aur expense ratio bhi kam hai. Isliye, aapko SBI Debt Fund ke liye SIP lagane se pehle sochna chahiye.

⚠️ Risk & Cost Analysis

Yahaan se, mein aapko kahaunga ki SBI Debt Fund iske cost ke hisaab se achha hai. Is fund ka expense ratio 0.71% hai, jiska mukhya fund Canara Robeco Large Cap Fund ka expense ratio 0.83% hai. Iske alawa, SBI Debt Fund ka Sharpe ratio 2.67 hai, jiska mukhya fund Canara Robeco Large Cap Fund ka Sharpe ratio 0.52 hai. Haan, is fund ka riskometer moderate hai, lekin iska 1Y return 4.95% hai, jiska mukhya fund Canara Robeco Large Cap Fund ka 1Y return -3.79% hai.

📊 Portfolio Diversification

SBI Debt Fund ka asset allocation mein 40% debentures, 30% SDL, 20% T-Bills aur 10% GOI sec hai. Iske alawa, is fund ka top 3 holdings mein National Bank For Agriculture And Rural Development 5.8%, Power Finance Corporation Ltd. 5.2% aur Rural Electrification Corporation Ltd. 4.9% hai. Haan, Canara Robeco Large Cap Fund ka asset allocation mein 96.23% equity aur 0.01% pref. shares hai. Iske alawa, is fund ka top 3 holdings mein HDFC Bank Ltd. 8.33%, ICICI Bank Ltd. 7.71% aur Reliance Industries Ltd. 5.54% hai.

SIP Calculator – Compare Growth Potential

SBI Debt Fund

1351949.82

@14.5% annual return (3Y)

Canara Robeco Large Cap Fund

1196906.64

@12.5% 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?

SBI Debt Fund ka 5Y return 12.09% hai, jiska mukhya fund Canara Robeco Large Cap Fund ka 5Y return 11.73% hai. Isliye, SBI Debt Fund long-term wealth creation ke liye achha hai.

Q2: Is the higher risk fund worth it?

Canara Robeco Large Cap Fund ka Sharpe ratio 0.52 hai, jiska mukhya fund SBI Debt Fund ka Sharpe ratio 2.67 hai. Isliye, SBI Debt Fund iske volatility ke hisaab se achha hai.

Q3: Which fund is more cost-effective?

SBI Debt Fund ka expense ratio 0.71% hai, jiska mukhya fund Canara Robeco Large Cap Fund ka expense ratio 0.83% hai. Isliye, SBI Debt Fund cost-effective 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.