Aditya Birla Sun Life Large Cap Fund vs SBI Large Cap Fund
Over the last 3 years, Aditya Birla Sun Life Large Cap Fund returned 12.2% a year against 11.7% for SBI Large Cap Fund (Direct plans). Aditya Birla Sun Life Large Cap Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 81%. In falling months, SBI Large Cap Fund fell less: 88% of the index's fall, against 93%. They hold 25 stocks in common; the portfolio overlap is 51%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Large Cap Fund | SBI Large Cap Fund | |
|---|---|---|
| Category | Large Cap | Large Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty 100 TRI | Nifty 100 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹28,172 cr | ₹52,416 cr |
| Direct plan | ||
| Rating | C | C |
| Expense ratio | 1.03% | 0.86% |
| 1Y return | 0.3% | 2.8% |
| 3Y return (a year) | 12.2% | 11.7% |
| 5Y return (a year) | 9.5% | 9.4% |
| 3Y vs index | +0.7% | +0.1% |
| Rating score, rank | 38 · #22 of 30 | 26 · #28 of 30 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.67% | 1.48% |
| 1Y return | -0.3% | 2.1% |
| 3Y return (a year) | 11.5% | 10.9% |
| 5Y return (a year) | 8.7% | 8.7% |
| 3Y vs index | 0.0% | -0.6% |
| Rating score, rank | 40 · #21 of 30 | 30 · #27 of 30 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 81% |
| Deepest fall, 3Y | -16.7% | -15.4% |
| Volatility, 3Y | 13.5% | 12.9% |
| Max fall, 5Y | -16.7% | -15.6% |
| Down capture, 3Y | 93 | 88 |
| Stocks held | 71 | 54 |
| Top 10 holdings | 43% | 48% |
| Large / mid / small caps | 80 / 13 / 6% | 83 / 13 / 2% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life Large Cap Fund or SBI Large Cap Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life Large Cap Fund is rated C and SBI Large Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Aditya Birla Sun Life Large Cap Fund or SBI Large Cap Fund: which has done better?
Over the last 3 years, Aditya Birla Sun Life Large Cap Fund returned 12.2% a year against 11.7% for SBI Large Cap Fund (Direct plans).
How much do Aditya Birla Sun Life Large Cap Fund and SBI Large Cap Fund overlap?
They hold 25 stocks in common; the portfolio overlap is 51%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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