Large & Mid Cap Fund · head to head · AMFI NAVs
Axis Large & Mid Cap Fund vs SBI Large & Midcap Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Axis Large & Mid Cap Fund is worth ₹8.08 L (XIRR 12.3%) and SBI Large & Midcap Fund ₹7.72 L (XIRR 10.3%) — Axis Large & Mid Cap Fund ahead by ₹36,312. Across every 5-year SIP since Nov 2018, Axis Large & Mid Cap Fund finished ahead in 13 of 36 and SBI Large & Midcap Fund in 23.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Axis Large & Mid Cap Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Axis Large & Mid Cap Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Axis Large & Mid Cap Fund | XIRR | SBI Large & Midcap Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.21 L | 1.8% | ₹1.16 L | -8.0% | ₹1.21 L / ₹1.16 L |
| 3 years | ₹3,60,000 | ₹3.97 L | 6.9% | ₹3.81 L | 3.9% | ₹3.97 L / ₹3.81 L |
| 5 years | ₹6,00,000 | ₹8.08 L | 12.3% | ₹7.72 L | 10.3% | ₹7.98 L / ₹7.66 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 36 SIPs, the first starting Nov 2018. Axis Large & Mid Cap Fund finished ahead in 36% of them; the median gap was 0.2 percentage points a year in SBI Large & Midcap Fund's favour.
Downside on the same dates: Axis Large & Mid Cap Fund's worst 5-year SIP returned 10.7% a year (started Apr 2021) and 0 of 36 lost money; SBI Large & Midcap Fund's worst returned 10.4% (started Oct 2021) and 0 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = Axis Large & Mid Cap Fund minus SBI Large & Midcap Fund, percentage points a year.
| Window | SIPs compared | Ahead (Axis / SBI) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 60 | 55% / 45% | +0.3 pp | -7.8 ppstarted Dec 2019 | +7.5 ppstarted Dec 2018 |
| 5-year SIPs | 36 | 36% / 64% | -0.2 pp | -1.7 ppstarted Feb 2021 | +1.8 ppstarted Oct 2021 |
Against an index fund, and the cost of the Regular plan
- Axis Large & Mid Cap Fund beat a plain Nifty 500 index fund in 82% of 49 rolling 3-year SIPs (median gap +2.9 pp a year) — Axis Large & Mid Cap Fund vs Nifty 500 index fund.
- Axis Large & Mid Cap Fund: the Regular plan of the same 5-year SIP ended ₹24,721 below Direct.
- SBI Large & Midcap Fund beat a plain Nifty 500 index fund in 100% of 49 rolling 3-year SIPs (median gap +3.0 pp a year) — SBI Large & Midcap Fund vs Nifty 500 index fund.
- SBI Large & Midcap Fund: the Regular plan of the same 10-year SIP ended ₹1,23,891 below Direct.
Questions
Which has given better SIP returns, Axis Large & Mid Cap Fund or SBI Large & Midcap Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹8.08 L in Axis Large & Mid Cap Fund (XIRR 12.3%) and ₹7.72 L in SBI Large & Midcap Fund (XIRR 10.3%). Past returns don't tell you which will do better next.
Has Axis Large & Mid Cap Fund beaten SBI Large & Midcap Fund consistently?
In 36% of 36 rolling 5-year SIPs started on the same dates (from Nov 2018), Axis Large & Mid Cap Fund ended ahead of SBI Large & Midcap Fund (Direct plans). The median difference was -0.2 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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