Pros | ![]() Recovers losses quickly. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Lower volatility within category. ![]() Protects capital during bear phase. ![]() Recovers losses quickly. | ||
Cons | - | ![]() Underperforms benchmarks during bull run. |
INDMoney rank | 12/21 | 7/21 | ||
Category,Subcateogry | Equity,Large & Mid-Cap | Equity,Large & Mid-Cap | ||
Fund Age | 6 Years | 12 Years | ||
Fund Size | 14954 Cr | 33031 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.6% | 0.73% | ||
Exit Load | 1% | 0.1% | ||
Benchmark Index | Nifty LargeMidcap 250 TR INR | Nifty LargeMidcap 250 TR INR |
No of Holdings | 112 | 81 | ||
Top 5 Holdings | HDFC Bank Ltd (7.26%) ICICI Bank Ltd (4.59%) Reliance Industries Ltd (3.73%) Torrent Power Ltd (3.07%) Bharti Airtel Ltd (2.88%) | HDFC Bank Ltd (7.97%) Kotak Mahindra Bank Ltd (3.67%) Reliance Industries Ltd (3.45%) Axis Bank Ltd (3.34%) HDFC Asset Management Co Ltd (3%) | ||
No of Sectors | 12 | 11 | ||
Top 3 Sectors | Financial Services (27.22%) Government (23.39%) Industrial (14.26%) | Financial Services (30.03%) Basic Materials (17.28%) Consumer Cyclical (13.97%) | ||
Equity % | 99.24% | 95.6% | ||
Debt % | - | 0.1% | ||
P/E | 31.66 | 25.23 | ||
P/B | 5.28 | 3.62 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.35% | -1.95% | ||
3-Month Return | 5.77% | 5.7% | ||
6-Month Return | 5.49% | 7.11% | ||
1-Year Return | 6.56% | 6.03% | ||
3-Year Return | 18.11% | 19.4% | ||
5-Year Return | 23.91% | 25.2% |
Sharpe | 0.96 | 1.12 | ||
Alpha | 1.72 | 2.71 | ||
Beta | 0.82 | 0.8 | ||
Standard Deviation | 12.55 | 11.4 | ||
Information Ratio | -0.08 | 0.14 |
Description | Axis Large & Mid Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Large & Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Shreyash Devalkar | Saurabh Pant |