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DebtVSMid Cap

SBI Debt Fund vs Mirae Asset Mid Cap Fund

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

3Y Return

14.51%

VS

3Y Return

12.03%

ParameterASBI Debt Fund - Direct Plan - GrowthBMirae Asset Mid Cap Fund - Regular Plan - Growth
Fund HouseSBI Mutual FundMirae Asset
CategoryDebtMid Cap
NAV (β‚Ή)13.7338.13
AUM (β‚Ή Cr)8.34 Lac Cr1.84 Lac Cr
Expense Ratio (%)0.71%1.67%
RiskometerModerateVery High
Volatility314.96
Sharpe Ratio2.670.37
1 Year Return (%)4.95%2.41%
3 Year Return (%)14.51%12.03%
5 Year Return (%)12.09%9.36%
Since Launch (%)N/A13.2%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date9 April 201822 August 2023
Exit LoadNilNil
Fund ManagerArdhendu Bhattacharya; Ruchit Mehta (4.1 years yrs)Ankit Jain (6.9 years yrs)
BenchmarkCRISIL Composite Bond Fund IndexNifty Midcap 150 TRI
Top 3 HoldingsNational Bank For Agriculture And Rural Development (5.8%), Power Finance Corporation Ltd. (5.2%), Rural Electrification Corporation Ltd. (4.9%)Indusind Bank Ltd. (3.74%), Bharat Forge Ltd. (3.49%), Lupin Ltd. (3.47%)
Asset AllocationDebenture: 40.00% | SDL: 30.00% | T-Bills: 20.00% | GOI Sec: 10.00%Equity: 97.85% | Mutual Fund: 0.26%
Portfolio Turnover150%47%

Why consider SBI Debt Fund?

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

Why consider Mirae Asset Mid Cap Fund?

  • Expense ratio: 1.67%
  • 3Y return: 12.03%
  • AUM: 1.84 Lac Cr
  • Sharpe Ratio: 0.37

SIP Calculator – Compare Growth Potential

SBI Debt Fund

β‚Ή1351949.82

@14.5% annual return (3Y)

Mirae Asset Mid Cap Fund

β‚Ή1163772.71

@12.0% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

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.

πŸ“Š 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.