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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 of 6 chosen
Add another Large & Mid Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | ICICI Prudential Large & Mid Cap | Canara Robeco Large and Mid Cap | HDFC Large & Mid Cap | Bandhan Large & Mid Cap |
|---|---|---|---|---|
| ICICI Prudential Large & Mid CapLarge & Mid Cap | itself | ICICI Prudential Large & Mid Cap and Canara Robeco Large and Mid Cap share 16% of their portfolios | ICICI Prudential Large & Mid Cap and HDFC Large & Mid Cap share 25% of their portfolios | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% of their portfolios |
| Canara Robeco Large and Mid CapLarge & Mid Cap | Canara Robeco Large and Mid Cap and ICICI Prudential Large & Mid Cap share 16% of their portfolios | itself | Canara Robeco Large and Mid Cap and HDFC Large & Mid Cap share 31% of their portfolios | Canara Robeco Large and Mid Cap and Bandhan Large & Mid Cap share 23% of their portfolios |
| HDFC Large & Mid CapLarge & Mid Cap | HDFC Large & Mid Cap and ICICI Prudential Large & Mid Cap share 25% of their portfolios | HDFC Large & Mid Cap and Canara Robeco Large and Mid Cap share 31% of their portfolios | itself | HDFC Large & Mid Cap and Bandhan Large & Mid Cap share 39% of their portfolios |
| Bandhan Large & Mid CapLarge & Mid Cap | Bandhan Large & Mid Cap and ICICI Prudential Large & Mid Cap share 17% of their portfolios | Bandhan Large & Mid Cap and Canara Robeco Large and Mid Cap share 23% of their portfolios | Bandhan Large & Mid Cap and HDFC Large & Mid Cap share 39% of their portfolios | itself |
Closest pair: HDFC Large & Mid Cap Fund and Bandhan Large & Mid Cap Fund share 39% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Read a cell as: of everything the two funds hold, this much is the same holding at the same weight. It is symmetric — the pair above the diagonal and the pair below it are one number shown twice. A pair at 0% holds nothing in common, which is a real answer, and often the useful one.
Side by side
record, cost, returns, drawdown, size
| Measure | ICICI Prudential Large & Mid Cap | Canara Robeco Large and Mid Cap | HDFC Large & Mid Cap | Bandhan Large & Mid Cap |
|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 53% of 109 | 60% of 109 | 44% of 109 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.28% points | 0.51% points | 1.50% points |
| Portfolio turned over a year P1 | 113% | 61% | 39% | 166% |
| Run by P7 | Gaurav Jain · 3 mo | Amit Nadekar · ≥ 1.1 yrs | not known | Manish Gunwani · ≥ 3.5 yrs |
| 1-year return | 0.8% | −2.2% | 0.4% | 4.1% |
| 3 years p.a. | 15.3% | 13.1% | 13.1% | 18.2% |
| 5 years p.a. | 14.9% | 10.7% | 14.2% | 16.9% |
| Deepest fall (max drawdown) | −14.8% | −18.3% | −18.7% | −17.9% |
| Assets (AUM) | ₹33,351 Cr | ₹26,331 Cr | ₹30,372 Cr | ₹19,777 Cr |
| Disclosed history | 13 yrs | 4.7 yrs | 2.3 yrs | 4.9 yrs |
| Holdings · top ten weight | 123 · 31% | 99 · 37% | 243 · 20% | 136 · 27% |
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.