SBI LARGE & MIDCAP FUND vs HDFC Large and Mid Cap Fund
Updated June 2026 · both Large & Mid Cap funds · metrics from AMFI NAVs
In short: HDFC Large and Mid Cap Fund has the higher 3-year return (+16.01%); SBI LARGE & MIDCAP FUND has the lower expense ratio (0.91%); SBI LARGE & MIDCAP FUND has the better risk-adjusted return (Sharpe 0.75). This is analysis from past data, not a recommendation.
| Metric | SBI LARGE & MIDCAP FUND | HDFC Large and Mid Cap Fund |
|---|---|---|
| 1Y return | +1.19% | -3.85% |
| 3Y CAGR | +14.89% | +16.01% |
| 5Y CAGR | +14.61% | +15.48% |
| Sharpe ratio | 0.75 | 0.72 |
| Max drawdown | -16.4% | -18.7% |
| Volatility | 13.4% | 15.3% |
| Alpha | +0.73% | +0.56% |
| Expense ratio (Direct) | 0.91% | 0.92% |
| AUM | ₹37.4K Cr | ₹28.0K 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 & MIDCAP FUND has the lower Direct-plan expense ratio (0.91%), versus 0.92% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
HDFC Large and Mid Cap Fund has the higher 3-year CAGR (+16.01%). 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.