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 10.923% and 12.465%. Check other parameters to pick the right fund.

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Axis Large Cap Fund (G)

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SBI Large Cap Fund (G)

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Fund Returns

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Nav (13 Mar)

₹55.85

₹86.87

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Last 1 Year

2.5%

5.4%

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Last 3 Year

10.9%

12.5%

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Last 5 Year

7.1%

10.3%

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Last 10 Year

12.2%

12.4%

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Since Inception

11.2%

11.4%

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₹55.85
Nav (13 Mar)
2.5%
Last 1 Year
10.9%
Last 3 Year
7.1%
Last 5 Year
12.2%
Last 10 Year
11.2%
Since Inception
₹86.87
Nav (13 Mar)
5.4%
Last 1 Year
12.5%
Last 3 Year
10.3%
Last 5 Year
12.4%
Last 10 Year
11.4%
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 10-1more...

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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

Positive

The category has a positive investment outlook

Positive

The category has a positive investment outlook

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Relative Size

₹ 32436.8 Cr

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

₹ 55246.2 Cr

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

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-Track Record
Low Interest Rate RiskImpact of Interest Rate Changes
Low Credit RiskCredit Quality Of Fund's Portfolio
₹ 32436.8 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
₹ 55246.2 CrRelative Size
PositiveCategory 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
₹ 32,437 Cr
₹ 55,246 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
₹ 32,437 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
₹ 55,246 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

7.07% (5Y)

10.32% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 1,36,624

₹ 2,10,486

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Maturity Amount

₹ 8,69,236

₹ 9,43,098

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Step-up

Tenure

7.07% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 1,36,624

Wealth Gained

₹ 8,69,236

Total Corpus Created With assumed returns of %

10.32% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 2,10,486

Wealth Gained

₹ 9,43,098

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

Invest in this fund
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SBI Large Cap Fund (G)

Large Cap

Invest in this fund

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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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