Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| JM Large Cap | SBI Large Cap | |
|---|---|---|
| JM Large Cap | itself | 39% |
| SBI Large Cap | 39% | itself |
Most alike: JM Large Cap Fund and SBI Large Cap Fund share 39% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | JM Large Cap | SBI Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.31% | 0.93% |
| Portfolio turned over a year P1 | 80% | 59% |
| Run by P7 | Asit Bhandarkar · 9.0 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −0.9% | −1.6% |
| 3 years p.a. | 10.9% | 9.2% |
| 5 years p.a. | 10.5% | 9.0% |
| Deepest fall (max drawdown) | −19.8% | −15.4% |
| Assets (AUM) | ₹400 Cr | ₹55,417 Cr |
| Disclosed history | 14 yrs | 5.8 yrs |
| Holdings · top ten weight | 52 · 34% | 57 · 47% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.