SBI Large & Midcap Fund vs Union Large & Midcap Fund
Large & Mid Cap Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 14-Aug-2026
| Metric | SBI Large & Midcap Fund | Union Large & Midcap Fund |
|---|---|---|
| Latest NAV | ₹721.59 | ₹29.97 |
| 1-Year Return | +4.00% | +8.19% |
| 3-Year Return (CAGR) | +15.32% | +16.05% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 12.7% | 14.9% |
| Max Drawdown | −14.2% | −18.7% |
| Fund House | SBI Mutual Fund | Union Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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SBI Large & Midcap Fund vs Union Large & Midcap Fund: which is better?
SBI Large & Midcap Fund and Union Large & Midcap Fund are both large & mid cap fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), Union Large & Midcap Fund leads with +16.05% against +15.32% — a gap of about 0.74 percentage points per year over that period.
SBI Large & Midcap Fund has been the steadier fund over the past year, with annualised volatility of 12.7% versus 14.9%. Looking at worst falls, SBI Large & Midcap Fund's deepest drawdown in the stored history is −14.2% against −18.7% for Union Large & Midcap Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- Union Large & Midcap Fund has delivered higher 3-year returns (+16.05% vs +15.32%).
- SBI Large & Midcap Fund has shown lower volatility over the trailing year.
- SBI Large & Midcap Fund has had the shallower maximum drawdown (−14.2%).
Frequently Asked Questions
Which fund has given higher returns — SBI Large & Midcap Fund or Union Large & Midcap Fund?
Over the past 3 year period, Union Large & Midcap Fund has delivered higher returns: +16.05% versus +15.32% annualised. Past performance does not guarantee future results.
Which fund is less risky — SBI Large & Midcap Fund or Union Large & Midcap Fund?
Based on the trailing year, SBI Large & Midcap Fund has shown lower day-to-day volatility (SBI Large & Midcap Fund: 12.7%, Union Large & Midcap Fund: 14.9% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both SBI Large & Midcap Fund and Union Large & Midcap Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Large & Mid Cap Fund comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.