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.
| SBI Large & Midcap Fund SBI | HDFC Large & Mid Cap Fund HDFC | |
|---|---|---|
| Returns | ||
| 1 year | -5.4% | -5.8% |
| 3 years, a year | +11.0% | +11.5% |
| 5 years, a year | +10.4% | +11.6% |
| Since launch, a year | +13.2% | +12.0% |
| 3-year rank in category | 20 of 26 | 18 of 26 |
| Benchmark, 3 years | +12.0% | +12.0% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 13.6% | 15.2% |
| Biggest fall, 3 years | -14.5% | -19.0% |
| Sharpe ratio, 3 years | 0.39 | 0.37 |
| Beta | 0.84 | 0.99 |
| Alpha, a year | -0.0% | -0.5% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.65% | 1.61% |
| Money in the fund | ₹40,349 cr | ₹28,399 cr |
| Running for | 33.8 years | 32.7 years |
| Minimum SIP | — | ₹100 |
| 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 | SBI | HDFC |
|---|---|---|
| ICICI Bank Ltd. | 3.8% | 3.7% |
| HDFC Bank Ltd. | 6.7% | 3.6% |
| Axis Bank Ltd. | 3.3% | 1.9% |
| Gland Pharma Ltd. | 2.3% | 1.4% |
| Aurobindo Pharma Ltd. | 1.9% | 1.3% |
| Kotak Mahindra Bank Ltd. | 1.3% | 1.2% |
| Bharat Forge Ltd. | 2.0% | 0.9% |
| State Bank of India | 0.9% | 1.4% |
| Infosys Ltd. | 0.9% | 1.0% |
| Balkrishna Industries Ltd. | 2.5% | 0.8% |
Both are Large & Mid Cap funds, from SBI and HDFC. SBI Large & Midcap Fund manages ₹40,349 cr and HDFC Large & Mid Cap Fund ₹28,399 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
HDFC Large & Mid Cap Fund, at 1.61% a year, against 1.65% for SBI Large & Midcap Fund.
Over three years, SBI Large & Midcap Fund returned +11.0% a year and HDFC Large & Mid Cap Fund +11.5% a year. Over one year they returned -5.4% and -5.8%. Past returns do not indicate future returns.
They hold 29.8% of the same investments, 65.8% of the same industries and 75.4% 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.