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 | HDFC Large Cap Fund HDFC | |
|---|---|---|
| Returns | ||
| 1 year | -3.7% | -5.7% |
| 3 years, a year | +9.2% | +8.7% |
| 5 years, a year | +7.8% | +9.3% |
| Since launch, a year | +10.9% | +12.4% |
| 3-year rank in category | 20 of 30 | 22 of 30 |
| Benchmark, 3 years | +9.5% | +10.0% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.0% | 14.2% |
| Biggest fall, 3 years | -15.7% | -16.6% |
| Sharpe ratio, 3 years | 0.26 | 0.20 |
| Beta | — | 0.96 |
| Alpha, a year | — | -1.1% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.49% | 1.58% |
| Money in the fund | ₹53,051 cr | ₹37,832 cr |
| Running for | 20.7 years | 30.1 years |
| Minimum SIP | — | ₹100 |
| Benchmark | BSE 100 TRI | Nifty 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 | HDFC |
|---|---|---|
| ICICI Bank Ltd. | 8.3% | 9.8% |
| HDFC Bank Ltd. | 8.2% | 7.4% |
| Kotak Mahindra Bank Ltd. | 4.6% | 6.1% |
| Reliance Industries Ltd. | 3.5% | 4.8% |
| Axis Bank Ltd. | 3.2% | 3.5% |
| Infosys Ltd. | 3.4% | 2.6% |
| Bharti Airtel Ltd. | 2.1% | 6.5% |
| Cholamandalam Investment & Finance Co. Ltd. | 2.0% | 2.3% |
| Larsen & Toubro Ltd. | 5.3% | 2.0% |
| Tata Motors Ltd. | 3.1% | 1.9% |
Both are Large Cap funds, from SBI and HDFC. SBI Large Cap Fund manages ₹53,051 cr and HDFC Large Cap Fund ₹37,832 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 1.58% for HDFC Large Cap Fund.
Over three years, SBI Large Cap Fund returned +9.2% a year and HDFC Large Cap Fund +8.7% a year. Over one year they returned -3.7% and -5.7%. Past returns do not indicate future returns.
They hold 47.5% of the same investments, 68.6% of the same industries and 83.0% 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.