Axis Large Cap Fund (G) vs SBI Large Cap Fund (G)

Both Axis Large Cap Fund (G) and SBI Large Cap Fund (G) belong to Large Cap. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for Axis Large Cap Fund (G) and SBI Large Cap Fund (G) is 11.473% and 13.657%. Check other parameters to pick the right fund.

Start comparing returns between

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Axis Large Cap Fund (G)

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SBI Large Cap Fund (G)

Compare

Fund Returns

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Nav (08 Dec)

₹61.63

₹95.26

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Last 1 Year

3.3%

5.4%

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Last 3 Year

11.5%

13.7%

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Last 5 Year

11.6%

15.8%

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Last 10 Year

12.9%

13.1%

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Since Inception

12.2%

12.1%

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₹61.63
Nav (08 Dec)
3.3%
Last 1 Year
11.5%
Last 3 Year
11.6%
Last 5 Year
12.9%
Last 10 Year
12.2%
Since Inception
₹95.26
Nav (08 Dec)
5.4%
Last 1 Year
13.7%
Last 3 Year
15.8%
Last 5 Year
13.1%
Last 10 Year
12.1%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in large cap mutual funds. Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10more...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Superior

The category has a superior investment outlook

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Relative Size

₹ 33827.2 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 54688 Cr

The fund has been a Category Leader on the Fund Size metric

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 33827.2 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 54688 CrRelative Size
SuperiorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.56 %
1.48 %
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Launched Date
2010-01-05
2006-02-14
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AUM in Crores
₹ 33,827 Cr
₹ 54,688 Cr
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Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
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Lock-in
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-
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Benchmark
BSE 100 Total Return Index
BSE 100 Total Return Index
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ISIN
INF846K01164
INF200K01180
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Ashish Naik

user-avatar

Jayesh Sundar

user-avatar

Krishnaa Narayan

user-avatar

Shreyash Devalkar

user-avatar

Pradeep Kesavan

user-avatar

Saurabh Pant

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Investment Objective
The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.more...
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stomore...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.56 %
Expense Ratio
2010-01-05
Launched Date
₹ 33,827 Cr
AUM in Crores
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit Load
-
Lock-in
BSE 100 Total Return Index
Benchmark
INF846K01164
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.48 %
Expense Ratio
2006-02-14
Launched Date
₹ 54,688 Cr
AUM in Crores
Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.
Exit Load
-
Lock-in
BSE 100 Total Return Index
Benchmark
INF200K01180
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Ashish Naik

user-avatar

Jayesh Sundar

user-avatar

Krishnaa Narayan

user-avatar

Shreyash Devalkar

user-avatar

Pradeep Kesavan

user-avatar

Saurabh Pant

Investment Objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

11.56% (5Y)

15.77% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 2,40,838

₹ 3,53,780

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Maturity Amount

₹ 9,73,450

₹ 10,86,392

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Step-up

Tenure

11.56% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 2,40,838

Wealth Gained

₹ 9,73,450

Total Corpus Created With assumed returns of %

15.77% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 3,53,780

Wealth Gained

₹ 10,86,392

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Hdfc bank ltd.

8.71%
8.71%

Icici bank ltd.

7.73%
7.73%

Reliance industries ltd.

6.31%
6.31%

Avenue supermarts ltd.

4.97%
4.97%

Tata consultancy services ltd.

4.92%
4.92%
See all holdingsright-arrowright-arrow

Hdfc bank ltd.

7.709%
7.709%

Icici bank ltd.

6.875%
6.875%

Infosys ltd.

4.995%
4.995%

Itc ltd.

4.862%
4.862%

Larsen & toubro ltd.

4.615%
4.615%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited omore...
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
more...
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Contact Information

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022-24255161
phone-icon
022-61793000 / 1800-425-5425
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Axis Large Cap Fund (G)

Large Cap

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Axis Large Cap Fund (G)

Large Cap

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SBI Large Cap Fund (G)

Large Cap

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