Kotak Large & Mid Cap Fund vs SBI Large & Midcap Fund
Over the last 3 years, Kotak Large & Mid Cap Fund returned 14.4% a year against 13.6% for SBI Large & Midcap Fund (Direct plans). Kotak Large & Mid Cap Fund costs less (0.66% a year, Direct). They hold 17 stocks in common; the portfolio overlap is 25%. Data as of 5 Nov 2026.
| Kotak Large & Mid Cap Fund | SBI Large & Midcap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty Largemidcap 250 | Nifty Largemidcap 250 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹31,891 cr | ₹41,910 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 0.66% | 0.85% |
| 1Y return | 0.8% | 0.2% |
| 3Y return (a year) | 14.4% | 13.6% |
| 5Y return (a year) | 13.4% | 12.3% |
| 3Y vs index | +1.2% | +0.4% |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.65% | 1.65% |
| 1Y return | -0.2% | -0.7% |
| 3Y return (a year) | 13.2% | 12.7% |
| 5Y return (a year) | 12.1% | 11.4% |
| 3Y vs index | -0.0% | -0.6% |
| Risk and portfolio | ||
| Volatility, 3Y | 14.9% | 13.3% |
| Max fall, 5Y | -18.5% | -16.4% |
| Down capture, 3Y | 91 | 81 |
| Stocks held | 67 | 85 |
| Top 10 holdings | 30% | 30% |
Common questions
Kotak Large & Mid Cap Fund or SBI Large & Midcap Fund: which has done better?
Over the last 3 years, Kotak Large & Mid Cap Fund returned 14.4% a year against 13.6% for SBI Large & Midcap Fund (Direct plans).
How much do Kotak Large & Mid Cap Fund and SBI Large & Midcap Fund overlap?
They hold 17 stocks in common; the portfolio overlap is 25%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.