SBI LARGE & MIDCAP FUND vs Kotak Large & Midcap Fund
Updated June 2026 · both Large & Mid Cap funds · metrics from AMFI NAVs
In short: Kotak Large & Midcap Fund has the higher 3-year return (+15.44%); Kotak Large & Midcap Fund has the lower expense ratio (0.55%); 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 | Kotak Large & Midcap Fund |
|---|---|---|
| 1Y return | +1.19% | -2.18% |
| 3Y CAGR | +14.89% | +15.44% |
| 5Y CAGR | +14.61% | +14.68% |
| Sharpe ratio | 0.75 | 0.66 |
| Max drawdown | -16.4% | -18.5% |
| Volatility | 13.4% | 14.2% |
| Alpha | +0.73% | +0.59% |
| Expense ratio (Direct) | 0.91% | 0.55% |
| AUM | ₹37.4K Cr | ₹29.8K 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?
Kotak Large & Midcap Fund has the lower Direct-plan expense ratio (0.55%), versus 0.91% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
Kotak Large & Midcap Fund has the higher 3-year CAGR (+15.44%). 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.