COMPARE
SBI Large Cap FUND-DIRECT PLAN -GROWTH vs Taurus Large Cap Fund - Direct Plan - Growth
SBI Large Cap FUND- and Taurus Large Cap Fund are both in the Large Cap Fund category, from SBI Funds Management Limited and Taurus Asset Management Company Limited respectively. SBI Large Cap FUND- has posted a higher 3-year rolling CAGR. SBI Large Cap FUND- has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
SBI Large Cap FUND- has the lower direct-plan expense ratio, by 1.64 percentage points.
| SBI Large Cap FUND-DIRECT PLAN -GROWTH | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| Category | Large Cap Fund | Large Cap Fund |
| AMC | SBI Funds Management Limited | Taurus Asset Management Company Limited |
| Benchmark | BSE 100 TRI | BSE 100 TRI |
| NAV | ₹98.3814 (2026-10-28) | ₹175.81 (2026-10-28) |
| AUM | ₹51,623.695 Cr | ₹63.316 Cr |
| Expense Ratio (Direct) | 0.9% | 2.54% |
| Inception | 2005-12-23 | 2008-05-07 |
Returns
SBI Large Cap FUND- leads on 3-year rolling CAGR (15.0% vs Taurus Large Cap Fund's 12.1%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Taurus Large Cap Fund has been the more volatile of the two by standard deviation.
| SBI Large Cap FUND-DIRECT PLAN -GROWTH | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.00 | 0.35 |
| 3Y Alpha | -0.7316% | 3.9538% |
| 3Y Std Deviation | 12.2302% | 13.4823% |
| 3Y Calmar Ratio | 0.46 | 0.67 |
Portfolio Analytics
SBI Large Cap FUND- carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| SBI Large Cap FUND-DIRECT PLAN -GROWTH | Taurus Large Cap Fund - Direct Plan - Growth | |
|---|---|---|
| P/E Ratio | 25.9201 | 21.7514 |
| P/B Ratio | 7.4555 | 6.656 |
| Dividend Yield | 1.0389% | 1.6217% |
| Active Share | 49.39% | 52.65% |
| Portfolio Turnover | 10% | 97% |
| YTM | 5.3196% | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
SBI Large Cap FUND- and Taurus Large Cap Fund carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, SBI Large Cap FUND- or Taurus Large Cap Fund?
SBI Large Cap FUND-'s 3-year rolling CAGR of 15.0% is higher than Taurus Large Cap Fund's 12.1%. SBI Large Cap FUND- sits in the 57th percentile of its category on this metric, versus the 3rd percentile for Taurus Large Cap Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, SBI Large Cap FUND- or Taurus Large Cap Fund?
SBI Large Cap FUND-'s direct-plan expense ratio is 1.64 percentage points lower than Taurus Large Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, SBI Large Cap FUND- or Taurus Large Cap Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Taurus Large Cap Fund has been more volatile than SBI Large Cap FUND- over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.00 for SBI Large Cap FUND- vs 0.35 for Taurus Large Cap Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, SBI Large Cap FUND- or Taurus Large Cap Fund?
SBI Large Cap FUND- has ₹51,624 Cr in assets under management, versus ₹63 Cr for Taurus Large Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, SBI Large Cap FUND- or Taurus Large Cap Fund?
SBI Large Cap FUND- launched on 2005-12-23, making it older than Taurus Large Cap Fund (launched 2008-05-07). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.