DSP Large & Mid Cap Fund vs SBI Large & Midcap Fund
Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 13.7% for SBI Large & Midcap Fund (Direct plans). DSP Large & Mid Cap Fund was the more consistent: ahead of its index in 75% of rolling 3-year periods, against 53%. In falling months, SBI Large & Midcap Fund fell less: 81% of the index's fall, against 92%. SBI Large & Midcap Fund leans more to smaller companies (19% in small caps against 3%), so expect bigger swings both ways. They hold 22 stocks in common; the portfolio overlap is 30%. Data as of 12 Nov 2026.
| DSP Large & Mid Cap Fund | SBI Large & Midcap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | DSP Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty Largemidcap 250 TRI | Nifty Largemidcap 250 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹21,825 cr | ₹39,865 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.80% | 0.86% |
| 1Y return | 0.3% | 0.9% |
| 3Y return (a year) | 14.9% | 13.7% |
| 5Y return (a year) | 12.2% | 12.2% |
| 3Y vs index | +1.6% | +0.4% |
| Rating score, rank | 38 · #19 of 26 | 22 · #24 of 26 |
| Regular plan | ||
| Rating | C | C |
| Expense ratio | 1.84% | 1.64% |
| 1Y return | -0.7% | 0.1% |
| 3Y return (a year) | 13.7% | 12.7% |
| 5Y return (a year) | 11.1% | 11.2% |
| 3Y vs index | +0.4% | -0.5% |
| Rating score, rank | 40 · #20 of 26 | 24 · #24 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 75% | 53% |
| Deepest fall, 3Y | -16.9% | -14.2% |
| Volatility, 3Y | 14.6% | 13.3% |
| Max fall, 5Y | -18.1% | -16.4% |
| Down capture, 3Y | 92 | 81 |
| Stocks held | 71 | 87 |
| Top 10 holdings | 37% | 30% |
| Large / mid / small caps | 57 / 37 / 3% | 42 / 35 / 19% |
| Largest sector | Banks | Banks |
Common questions
DSP Large & Mid Cap Fund or SBI Large & Midcap Fund: which is better?
On our track-record ratings (Direct plans), DSP Large & Mid Cap Fund is rated B and SBI Large & Midcap 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.
DSP Large & Mid Cap Fund or SBI Large & Midcap Fund: which has done better?
Over the last 3 years, DSP Large & Mid Cap Fund returned 14.9% a year against 13.7% for SBI Large & Midcap Fund (Direct plans).
How much do DSP Large & Mid Cap Fund and SBI Large & Midcap Fund overlap?
They hold 22 stocks in common; the portfolio overlap is 30%.
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
Top-rated large & mid cap funds this month · All large & mid cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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