Loading…
Two Large cap funds side by side: returns, costs, size, risk and how much their portfolios overlap.
SBI Large Cap Fund vs Axis Large Cap Fund, as of 9 Nov 2026: SBI Large Cap Fund NAV ₹107.36, 3Y CAGR 11.4%, expense ratio 0.89%; Axis Large Cap Fund NAV ₹73.36, 3Y CAGR 11.7%, expense ratio 0.92%; about 49% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| SBI Large Cap Fund Direct Growth | Axis Large Cap Fund Direct Growth | |
|---|---|---|
| Category | Large cap | Large cap |
| Fund house | SBI Mutual Fund | Axis Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth Option |
| NAV | ₹107.36 (9 Nov 2026) | ₹73.36 (9 Nov 2026) |
| 1Y return | 2.8% | 3.8% |
| 3Y CAGR | 11.4% | 11.7% |
| 5Y CAGR | 9.3% | 6.6% |
| Since launch (CAGR) | 14.3% | 13.8% |
| Expense ratio | 0.89% | 0.92% |
| AUM | ₹55,360 cr | ₹30,668 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | BSE 100 TRI | BSE 100 TRI |
| Exit load | — | Entry Load - NA If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% If redeemed / switched-out after 12 months from the date of allotment: NIL |
| Minimum SIP | ₹500 | ₹10 |
| Holdings | 57 | 48 |
| Top 10 holdings weight | 48.3% | 48.3% |
| Portfolio overlap | About 49% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →SBI Large Cap Fund has the higher 5-year CAGR (as of 9 Nov 2026): SBI Large Cap Fund 9.3% a year vs Axis Large Cap Fund 6.6% a year. Past performance is not indicative of future results.
SBI Large Cap Fund costs less: SBI Large Cap Fund charges 0.89% a year and Axis Large Cap Fund 0.92% a year.
SBI Large Cap Fund is larger: SBI Large Cap Fund manages ₹55,360 cr and Axis Large Cap Fund ₹30,668 cr (as of 9 Nov 2026).
About 49% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer