Nippon India Large Cap Fund vs SBI Large Cap Fund
Over the last 3 years, Nippon India Large Cap Fund returned 12.6% a year against 11.1% for SBI Large Cap Fund (Direct plans). Nippon India Large Cap Fund costs less (0.85% a year, Direct). They hold 26 stocks in common; the portfolio overlap is 52%. Data as of 5 Nov 2026.
| Nippon India Large Cap Fund | SBI Large Cap Fund | |
|---|---|---|
| Category | Large Cap | Large Cap |
| Fund house | Nippon India Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty 100 | Nifty 100 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹53,646 cr | ₹54,696 cr |
| Direct plan | ||
| Rating | A+ | B |
| Expense ratio | 0.85% | 0.87% |
| 1Y return | -2.8% | 0.4% |
| 3Y return (a year) | 12.6% | 11.1% |
| 5Y return (a year) | 12.8% | 9.2% |
| 3Y vs index | +1.5% | 0.0% |
| Regular plan | ||
| Rating | A | B |
| Expense ratio | 1.61% | 1.49% |
| 1Y return | -3.6% | -0.3% |
| 3Y return (a year) | 11.7% | 10.3% |
| 5Y return (a year) | 11.8% | 8.5% |
| 3Y vs index | +0.6% | -0.8% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.6% | 12.7% |
| Max fall, 5Y | -15.4% | -15.6% |
| Down capture, 3Y | 91 | 88 |
| Stocks held | 69 | 53 |
| Top 10 holdings | 44% | 48% |
Common questions
Nippon India Large Cap Fund or SBI Large Cap Fund: which has done better?
Over the last 3 years, Nippon India Large Cap Fund returned 12.6% a year against 11.1% for SBI Large Cap Fund (Direct plans).
How much do Nippon India Large Cap Fund and SBI Large Cap Fund overlap?
They hold 26 stocks in common; the portfolio overlap is 52%.
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.