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Large CapVSMid Cap
Kotak Mahindra Large Cap Fund vs SBI Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.82%
VS
3Y Return
15.45%
| Parameter | AKotak Mahindra Large Cap Fund - Direct Plan - Growth | BSBI Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Kotak Mahindra | SBI Mutual Fund |
| Category | Large Cap | Mid Cap |
| NAV (₹) | 635.60 | 264.93 |
| AUM (₹ Cr) | 3.81 Lac Cr | 2.32 Lac Cr |
| Expense Ratio (%) | 1.36% | 1.62% |
| Riskometer | Very High | Very High |
| Volatility | 11.32 | 14.71 |
| Sharpe Ratio | 0.56 | 0.61 |
| 1 Year Return (%) | -2.46% | 1.71% |
| 3 Year Return (%) | 12.82% | 15.45% |
| 5 Year Return (%) | 12.2% | 16.58% |
| Since Launch (%) | 13.87% | 18.28% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Harsha Upadhyaya (3.5 years yrs) | Bhavin Vithlani; Pradeep Kesavan (2.5 years yrs) |
| Benchmark | Nifty 50 | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | Bharat Heavy Electricals Ltd. (3.79%), Torrent Power Ltd. (3.73%), Adani Energy Solutions Ltd. (3.49%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 93.08% | T-Bills: 1.19% | Futures: 0.29% |
| Portfolio Turnover | 16% | 33% |
Why consider Kotak Mahindra Large Cap Fund?
- Expense ratio: 1.36%
- 3Y return: 12.82%
- AUM: 3.81 Lac Cr
- Sharpe Ratio: 0.56
Why consider SBI Midcap Fund?
- Expense ratio: 1.62%
- 3Y return: 15.45%
- AUM: 2.32 Lac Cr
- Sharpe Ratio: 0.61
SIP Calculator – Compare Growth Potential
Kotak Mahindra Large Cap Fund
₹1220113.26
@12.8% annual return (3Y)
SBI Midcap Fund
₹1432566.71
@15.4% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.