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DebtVSLarge Cap

SBI Debt Fund vs ICICI Prudential 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

14.81%

Dekho, aaj hum do mutual funds ki comparison karne ja rahe hain - SBI Debt Fund aur ICICI Prudential Large Cap Fund. Ye dono fund alag-alag category mein hain, Debt aur Large Cap. Aaj hum jaane wale hain ki kya fund long-term ke liye better hai, SIP ke liye suitable hai, aur kya risk aur cost ke mukabla hai.

ParameterASBI Debt Fund - Direct Plan - GrowthBICICI Prudential Large Cap Fund - Direct Plan - Growth
Fund HouseSBI Mutual FundICICI Prudential
CategoryDebtLarge Cap
NAV (₹)13.73117.10
AUM (₹ Cr)8.34 Lac Cr2.36 Lac Cr
Expense Ratio (%)0.71%0.52%
RiskometerModerateVery High
Volatility311.43
Sharpe Ratio2.670.73
1 Year Return (%)4.95%-2.39%
3 Year Return (%)14.51%14.81%
5 Year Return (%)12.09%14.18%
Since Launch (%)N/A14.71%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date9 April 20182 January 2013
Exit LoadNilNil
Fund ManagerArdhendu Bhattacharya; Ruchit Mehta (4.1 years yrs)Anish Tawakley (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%17%

🤖 AI Verdict – Which is Better?

Sach ye hai, Fund A, SBI Debt Fund, long-term ke liye better hai. Iska 3Y return 14.51% hai, jo Fund B, ICICI Prudential Large Cap Fund ka 3Y return 14.81% se kam hai. Expense ratio bhi Fund A me kam hai, 0.71% vs Fund B ka 0.52%. Riskometer bhi Fund A me moderate hai, jiska matlab hai ki risk kuch jyaada nahi 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 ICICI Prudential Large Cap Fund?

  • Expense ratio: 0.52%
  • 3Y return: 14.81%
  • AUM: 2.36 Lac Cr
  • Sharpe Ratio: 0.73

📈 SIP Suitability

Haan, SIP ke liye Fund A, SBI Debt Fund, better hai. Iska 3Y return stable hai, aur expense ratio bhi kam hai. Fund B ka 3Y return bhi stable hai, lekin expense ratio Fund A se kam hai. Dekho, SIP ke liye Fund A ka 3Y return 14.51% hai, jo Fund B ka 3Y return se kam hai.

⚠️ Risk & Cost Analysis

Chaliye, Fund A, SBI Debt Fund, aur Fund B, ICICI Prudential Large Cap Fund ka risk aur cost analysis karein. Fund A ka riskometer moderate hai, jiska matlab hai ki risk kuch jyaada nahi hai. Fund B ka riskometer Very High hai, jiska matlab hai ki risk bahut jyaada hai. Sharpe ratio bhi Fund A me jyaada hai, 2.67 vs Fund B ka 0.73. Expense ratio bhi Fund A me kam hai, 0.71% vs Fund B ka 0.52%.

📊 Portfolio Diversification

Portfolio diversification ka mudda hai, lekin Fund A, SBI Debt Fund, aur Fund B, ICICI Prudential Large Cap Fund me alag-alag asset allocation hai. Fund A me debenture, SDL, T-Bills, aur GOI Sec hai, jiska matlab hai ki assets diversified hain. Fund B me equity aur T-Bills hai, jiska matlab hai ki assets concentrated hain. Top holdings bhi Fund A me diversified hain, jaise ki National Bank For Agriculture And Rural Development, Power Finance Corporation Ltd., aur Rural Electrification Corporation Ltd.

SIP Calculator – Compare Growth Potential

SBI Debt Fund

1351949.82

@14.5% annual return (3Y)

ICICI Prudential Large Cap Fund

1377083.20

@14.8% 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, Fund A, SBI Debt Fund, long-term ke liye better hai. Iska 5Y return 12.09% hai, jiska matlab hai ki Fund A long-term me jyaada returns dete hai.

Q2: Is the higher risk fund worth it?

Haan, Fund B ka higher risk worth hai, lekin uska Sharpe ratio Fund A ka 2.67 se kam hai, 0.73. Sharpe ratio ka matlab hai ki risk lekar milne wala return Fund A me jyaada hai.

Q3: Which fund is more cost-effective?

Sach ye hai, Fund A, SBI Debt Fund, aur Fund B, ICICI Prudential Large Cap Fund me expense ratio Fund A me kam hai, 0.71% vs Fund B ka 0.52%. Iska matlab hai ki Fund A 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.