Two of the largest Large & Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Mirae Asset Large & Midcap Fund Mirae Asset | SBI Large & Midcap Fund SBI | |
|---|---|---|
| Returns | ||
| 1 year | -4.1% | -5.4% |
| 3 years, a year | +11.1% | +11.0% |
| 5 years, a year | +8.4% | +10.4% |
| Since launch, a year | +18.0% | +13.2% |
| 3-year rank in category | 19 of 26 | 20 of 26 |
| Benchmark, 3 years | +12.0% | +12.0% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.8% | 13.6% |
| Biggest fall, 3 years | -19.9% | -14.5% |
| Sharpe ratio, 3 years | 0.35 | 0.39 |
| Beta | 0.96 | 0.84 |
| Alpha, a year | -0.7% | -0.0% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.76% | 1.65% |
| Money in the fund | ₹42,998 cr | ₹40,349 cr |
| Running for | 16.3 years | 33.8 years |
| Minimum SIP | — | — |
| Benchmark | NIFTY LargeMidcap 250 TRI | NIFTY LargeMidcap 250 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Mirae Asset | SBI |
|---|---|---|
| HDFC Bank Ltd. | 6.4% | 6.7% |
| ICICI Bank Ltd. | 3.9% | 3.8% |
| Axis Bank Ltd. | 3.5% | 3.3% |
| Divi's Laboratories Ltd. | 1.5% | 1.9% |
| Swiggy Ltd. | 1.5% | 2.4% |
| FSN E-Commerce Ventures Ltd. | 1.3% | 1.4% |
| Gland Pharma Ltd. | 1.1% | 2.3% |
| Kotak Mahindra Bank Ltd. | 1.1% | 1.3% |
| Bharat Forge Ltd. | 1.0% | 2.0% |
| Godrej Consumer Products Ltd. | 1.0% | 1.0% |
Both are Large & Mid Cap funds, from Mirae Asset and SBI. Mirae Asset Large & Midcap Fund manages ₹42,998 cr and SBI Large & Midcap Fund ₹40,349 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
SBI Large & Midcap Fund, at 1.65% a year, against 1.76% for Mirae Asset Large & Midcap Fund.
Over three years, Mirae Asset Large & Midcap Fund returned +11.1% a year and SBI Large & Midcap Fund +11.0% a year. Over one year they returned -4.1% and -5.4%. Past returns do not indicate future returns.
They hold 27.8% of the same investments, 61.3% of the same industries and 71.6% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.