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DebtVSLiquid Fund

SBI Debt Fund vs DSP Mutual Fund Liquid Fund

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

3Y Return

14.51%

VS

3Y Return

6.77%

Ab hum aapko do mutual funds ke beech ka comparison karne ja rahe hain - SBI Debt Fund aur DSP Liquid Fund. Ye dono funds kisi bhi investment portfolio mein aasani se fit kar sakte hain. Is article mein hum aapko iski comparison karenge aur dekhenge ki kis fund se long-term wealth creation ke liye aapke pasar hai.

ParameterASBI Debt Fund - Direct Plan - GrowthBDSP Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundDSP Mutual Fund
CategoryDebtLiquid Fund
NAV (₹)13.7389.77
AUM (₹ Cr)8.34 Lac Cr3.30 Lac Cr
Expense Ratio (%)0.71%0.12%
RiskometerModerateLow
Volatility30.12
Sharpe Ratio2.672.25
1 Year Return (%)4.95%2.95%
3 Year Return (%)14.51%6.77%
5 Year Return (%)12.09%5.92%
Since Launch (%)N/A6.91%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date9 April 20182 January 2013
Exit LoadNilNil
Fund ManagerArdhendu Bhattacharya; Ruchit Mehta (4.1 years yrs)Atul Bhole (3.5 years yrs)
BenchmarkCRISIL Composite Bond Fund IndexNIFTY Liquid Index
Top 3 HoldingsNational Bank For Agriculture And Rural Development (5.8%), Power Finance Corporation Ltd. (5.2%), Rural Electrification Corporation Ltd. (4.9%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationDebenture: 40.00% | SDL: 30.00% | T-Bills: 20.00% | GOI Sec: 10.00%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover150%243%

🤖 AI Verdict – Which is Better?

Sach ye hai, yahaan dono funds ki comparison hai. SBI Debt Fund ka 3Y return 14.51% hai, jabki DSP Liquid Fund ka 3Y return 6.77% hai. Haan, SBI Debt Fund ka expense ratio 0.71% hai, jabki DSP Liquid Fund ka expense ratio 0.12% hai. Isliye, SBI Debt Fund long-term wealth creation ke liye aapke liye better option 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 DSP Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.77%
  • AUM: 3.30 Lac Cr
  • Sharpe Ratio: 2.25

📈 SIP Suitability

Ab hum yahaan SIP ke liye dono funds ki comparison karenge. SBI Debt Fund ka 3Y return ka consistency DSP Liquid Fund se adhik hai. Haan, lekin DSP Liquid Fund ka 1Y return ka consistency SBI Debt Fund se adhik hai. Isliye, SBI Debt Fund SIP ke liye aapke liye better option hai.

⚠️ Risk & Cost Analysis

Ab hum yahaan riskometer, volatility, Sharpe ratio, aur expense ratio ke liye dono funds ki comparison karenge. SBI Debt Fund ka riskometer moderate hai, jabki DSP Liquid Fund ka riskometer low hai. Haan, SBI Debt Fund ka volatility DSP Liquid Fund se adhik hai, lekin SBI Debt Fund ka Sharpe ratio DSP Liquid Fund se adhik hai. Isliye, SBI Debt Fund better risk-adjusted returns offer karta hai.

📊 Portfolio Diversification

Ab hum yahaan asset allocation aur top holdings concentration ke liye dono funds ki comparison karenge. SBI Debt Fund ka asset allocation debt instruments mein DSP Liquid Fund se adhik hai, lekin DSP Liquid Fund ka asset allocation cash mein SBI Debt Fund se adhik hai. Haan, SBI Debt Fund ka top holdings concentration DSP Liquid Fund se adhik hai. Isliye, DSP Liquid Fund more diversified hai.

SIP Calculator – Compare Growth Potential

SBI Debt Fund

1351949.82

@14.5% annual return (3Y)

DSP Mutual Fund Liquid Fund

859377.44

@6.8% 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 Debt Fund ka 5Y return 12.09% hai, jabki DSP Liquid Fund ka 5Y return 5.92% hai. Isliye, SBI Debt Fund long run mein better returns deta hai.

Q2: Is the higher risk fund worth it?

Sach ye hai, SBI Debt Fund ka volatility DSP Liquid Fund se adhik hai, lekin SBI Debt Fund ka Sharpe ratio DSP Liquid Fund se adhik hai. Isliye, SBI Debt Fund better risk-adjusted returns offer karta hai.

Q3: Which fund is more cost-effective?

Sach ye hai, DSP Liquid Fund ka expense ratio SBI Debt Fund ka expense ratio se adhik kam hai. Isliye, DSP Liquid Fund more 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.