SBI Large Cap FUND vs HDFC Large Cap Fund
Updated June 2026 · both Large Cap funds · metrics from AMFI NAVs
In short: HDFC Large Cap Fund has the higher 3-year return (+10.95%); SBI Large Cap FUND has the lower expense ratio (0.88%); HDFC Large Cap Fund has the better risk-adjusted return (Sharpe 0.52). This is analysis from past data, not a recommendation.
| Metric | SBI Large Cap FUND | HDFC Large Cap Fund |
|---|---|---|
| 1Y return | -2.57% | -5.71% |
| 3Y CAGR | +10.53% | +10.95% |
| 5Y CAGR | +10.97% | +11.61% |
| Sharpe ratio | 0.46 | 0.52 |
| Max drawdown | -16.4% | -16.4% |
| Volatility | 13.1% | 13.6% |
| Alpha | +0.46% | +0.66% |
| Expense ratio (Direct) | 0.88% | 1.04% |
| AUM | ₹54.1K Cr | ₹39.3K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
SBI Large Cap FUND has the lower Direct-plan expense ratio (0.88%), versus 1.04% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
HDFC Large Cap Fund has the higher 3-year CAGR (+10.95%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.