πŸ“ˆ India's #1 Share Price Target Analysis Platform
Share Target Price
Back to all funds
DebtVSLarge Cap

SBI Debt Fund vs SBI Blue Chip Fund

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

3Y Return

14.51%

VS

3Y Return

12.44%

ParameterASBI Debt Fund - Direct Plan - GrowthBSBI Blue Chip Fund - Regular Plan - Growth
Fund HouseSBI Mutual FundSBI Mutual Fund
CategoryDebtLarge Cap
NAV (β‚Ή)13.73166.74
AUM (β‚Ή Cr)8.34 Lac Cr5.35 Lac Cr
Expense Ratio (%)0.71%1.43%
RiskometerModerateVery High
Volatility311.37
Sharpe Ratio2.670.52
1 Year Return (%)4.95%-0.75%
3 Year Return (%)14.51%12.44%
5 Year Return (%)12.09%13.47%
Since Launch (%)N/A22.61%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date9 April 201818 November 2013
Exit LoadNilNil
Fund ManagerArdhendu Bhattacharya; Ruchit Mehta (4.1 years yrs)Pradeep Kesavan; Saurabh Pant (2.5 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. (8.73%), ICICI Bank Ltd. (7.76%), Reliance Industries Ltd. (6.56%)
Asset AllocationDebenture: 40.00% | SDL: 30.00% | T-Bills: 20.00% | GOI Sec: 10.00%Equity: 97.26% | T-Bills: 0.78%
Portfolio Turnover150%8%

Why consider SBI Debt Fund?

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

Why consider SBI Blue Chip Fund?

  • Expense ratio: 1.43%
  • 3Y return: 12.44%
  • AUM: 5.35 Lac Cr
  • Sharpe Ratio: 0.52

SIP Calculator – Compare Growth Potential

SBI Debt Fund

β‚Ή1351949.82

@14.5% annual return (3Y)

SBI Blue Chip Fund

β‚Ή1192614.40

@12.4% 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.