Mirae Asset Large & Midcap Fund vs SBI Large & Midcap Fund
Over the last 3 years, SBI Large & Midcap Fund returned 13.6% a year against 13.1% for Mirae Asset Large & Midcap Fund (Direct plans). SBI Large & Midcap Fund costs less (0.85% a year, Direct). They hold 21 stocks in common; the portfolio overlap is 28%. Data as of 5 Nov 2026.
| Mirae Asset Large & Midcap Fund | SBI Large & Midcap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | Mirae Asset Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty Largemidcap 250 | Nifty Largemidcap 250 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹44,976 cr | ₹41,910 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 0.86% | 0.85% |
| 1Y return | -0.1% | 0.2% |
| 3Y return (a year) | 13.1% | 13.6% |
| 5Y return (a year) | 10.1% | 12.3% |
| 3Y vs index | -0.1% | +0.4% |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.76% | 1.65% |
| 1Y return | -1.0% | -0.7% |
| 3Y return (a year) | 12.0% | 12.7% |
| 5Y return (a year) | 9.0% | 11.4% |
| 3Y vs index | -1.2% | -0.6% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.1% | 13.3% |
| Max fall, 5Y | -19.5% | -16.4% |
| Down capture, 3Y | 102 | 81 |
| Stocks held | 82 | 85 |
| Top 10 holdings | 33% | 30% |
Common questions
Mirae Asset Large & Midcap Fund or SBI Large & Midcap Fund: which has done better?
Over the last 3 years, SBI Large & Midcap Fund returned 13.6% a year against 13.1% for Mirae Asset Large & Midcap Fund (Direct plans).
How much do Mirae Asset Large & Midcap Fund and SBI Large & Midcap Fund overlap?
They hold 21 stocks in common; the portfolio overlap is 28%.
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.