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 9.858% and 10.214%. Check other parameters to pick the right fund.

Start comparing returns between

Axis Large Cap Fund (G)

SBI Large Cap Fund (G)

Compare

Nav (07 Aug)

₹61.31

₹95.07

Last 1 Year

2.8%

4.1%

Last 3 Year

9.9%

10.2%

Last 5 Year

7.2%

10.6%

Last 10 Year

11.7%

11.5%

Since Inception

11.5%

11.6%

₹61.31

Nav (07 Aug)

2.8%

Last 1 Year

9.9%

Last 3 Year

7.2%

Last 5 Year

11.7%

Last 10 Year

11.5%

Since Inception

₹95.07

Nav (07 Aug)

4.1%

Last 1 Year

10.2%

Last 3 Year

10.6%

Last 5 Year

11.5%

Last 10 Year

11.6%

Since Inception

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...

Explore a scientifically created Scripbox plan within this asset class.

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs? Scripbox recommended large cap equity funds have been scientifically curated based on the most important parameters. Invest in what's proven and tested.

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...

Explore a scientifically created Scripbox plan within this asset class.

Scripbox Recommended Large Cap Funds

Category View

Positive

The category has a positive investment outlook

Positive

The category has a positive investment outlook

Relative Size

₹ 30912.6 Cr

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

₹ 55064 Cr

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

-Track Record

Low Interest Rate RiskImpact of Interest Rate Changes

Low Credit RiskCredit Quality Of Fund's Portfolio

₹ 30912.6 CrRelative Size

PositiveCategory View

-Consistency Of Performance

-Track Record

Low Interest Rate RiskImpact of Interest Rate Changes

Low Credit RiskCredit Quality Of Fund's Portfolio

₹ 55064 CrRelative Size

PositiveCategory View

-Consistency Of Performance

Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Expense Ratio

1.56 %

1.48 %

Launched Date

2010-01-05

2006-02-14

AUM in Crores

₹ 30,913 Cr

₹ 55,064 Cr

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.

Lock-in

Benchmark

BSE 100 Total Return Index

ISIN

INF846K01164

INF200K01180

SIP Minimum

₹ 1,000

Lumpsum Minimum

₹ 5,000

Fund Managers

Ashish Naik

Jayesh Sundar

Krishnaa Narayan

Shreyash Devalkar

Pradeep Kesavan

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.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...

Very High

Risk Factor

1.56 %

Expense Ratio

2010-01-05

Launched Date

₹ 30,913 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

Very High

Risk Factor

1.48 %

Expense Ratio

2006-02-14

Launched Date

₹ 55,064 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

Ashish Naik

Jayesh Sundar

Krishnaa Narayan

Shreyash Devalkar

Pradeep Kesavan

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).

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

for

with step-up of

CAGR Returns

7.17% (5Y)

10.56% (5Y)

Total Investment Amount

₹ 7,32,612

Wealth Gained

₹ 1,38,743

₹ 2,16,338

Maturity Amount

₹ 8,71,355

₹ 9,48,950

Step-up

Tenure

7.17% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 1,38,743

Wealth Gained

₹ 8,71,355

Total Corpus Created With assumed returns of %

10.56% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 2,16,338

Wealth Gained

₹ 9,48,950

Total Corpus Created With assumed returns of %

Top Stock Holdings

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8.71%

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7.73%

Reliance industries ltd.

6.31%

Avenue supermarts ltd.

4.97%

Tata consultancy services ltd.

4.92%

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Hdfc bank ltd.

7.709%

Icici bank ltd.

6.875%

Infosys ltd.

4.995%

Itc ltd.

4.862%

Larsen & toubro ltd.

4.615%

See all holdings

Name

Axis Mutual Fund

SBI Mutual Fund

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...

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Contact Information