Two of the largest Large 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.
| SBI Large Cap Fund SBI | Axis Large Cap Fund Axis | |
|---|---|---|
| Returns | ||
| 1 year | -3.7% | -3.6% |
| 3 years, a year | +9.2% | +9.2% |
| 5 years, a year | +7.8% | +4.6% |
| Since launch, a year | +10.9% | +11.2% |
| 3-year rank in category | 20 of 30 | 21 of 30 |
| Benchmark, 3 years | +9.5% | +9.5% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.0% | 13.7% |
| Biggest fall, 3 years | -15.7% | -16.0% |
| Sharpe ratio, 3 years | 0.26 | 0.25 |
| Beta | — | — |
| Alpha, a year | — | — |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.49% | 1.74% |
| Money in the fund | ₹53,051 cr | ₹29,677 cr |
| Running for | 20.7 years | 16.8 years |
| Minimum SIP | — | ₹100 |
| Benchmark | BSE 100 TRI | BSE 100 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 | SBI | Axis |
|---|---|---|
| ICICI Bank Ltd. | 8.3% | 9.3% |
| HDFC Bank Ltd. | 8.2% | 8.3% |
| Larsen & Toubro Ltd. | 5.3% | 3.3% |
| Reliance Industries Ltd. | 3.5% | 3.3% |
| Axis Bank Ltd. | 3.2% | 3.2% |
| Kotak Mahindra Bank Ltd. | 4.6% | 2.7% |
| Divi's Laboratories Ltd. | 3.6% | 2.7% |
| Bharti Airtel Ltd. | 2.1% | 5.1% |
| Cholamandalam Investment & Finance Co. Ltd. | 2.0% | 2.0% |
| Sun Pharmaceutical Industries Ltd. | 1.9% | 2.6% |
Both are Large Cap funds, from SBI and Axis. SBI Large Cap Fund manages ₹53,051 cr and Axis Large Cap Fund ₹29,677 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
SBI Large Cap Fund, at 1.49% a year, against 1.74% for Axis Large Cap Fund.
Over three years, SBI Large Cap Fund returned +9.2% a year and Axis Large Cap Fund +9.2% a year. Over one year they returned -3.7% and -3.6%. Past returns do not indicate future returns.
They hold 48.9% of the same investments, 66.0% of the same industries and 82.2% 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.