Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is the share of money both funds put into the same stocks: for each stock both hold, the smaller of the two weights, added up, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by category name.
5 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 | Mirae Asset Large & Midcap | Canara Robeco Large and Mid Cap | Bandhan Large & Mid Cap | HDFC Large & Mid Cap |
|---|---|---|---|---|---|
| ICICI Prudential Large & Mid CapLarge & Mid Cap | itself | ICICI Prudential Large & Mid Cap and Mirae Asset Large & Midcap share 25% of their portfolios | ICICI Prudential Large & Mid Cap and Canara Robeco Large and Mid Cap share 16% of their portfolios | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% of their portfolios | ICICI Prudential Large & Mid Cap and HDFC Large & Mid Cap share 25% of their portfolios |
| Mirae Asset Large & MidcapLarge & Mid Cap | Mirae Asset Large & Midcap and ICICI Prudential Large & Mid Cap share 25% of their portfolios | itself | Mirae Asset Large & Midcap and Canara Robeco Large and Mid Cap share 31% of their portfolios | Mirae Asset Large & Midcap and Bandhan Large & Mid Cap share 33% of their portfolios | Mirae Asset Large & Midcap and HDFC Large & Mid Cap share 41% 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 | Canara Robeco Large and Mid Cap and Mirae Asset Large & Midcap share 31% of their portfolios | itself | Canara Robeco Large and Mid Cap and Bandhan Large & Mid Cap share 23% of their portfolios | Canara Robeco Large and Mid Cap and HDFC Large & Mid Cap share 31% 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 Mirae Asset Large & Midcap share 33% of their portfolios | Bandhan Large & Mid Cap and Canara Robeco Large and Mid Cap share 23% of their portfolios | itself | Bandhan Large & Mid Cap and HDFC Large & Mid Cap share 39% 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 Mirae Asset Large & Midcap share 41% of their portfolios | HDFC Large & Mid Cap and Canara Robeco Large and Mid Cap share 31% of their portfolios | HDFC Large & Mid Cap and Bandhan Large & Mid Cap share 39% of their portfolios | itself |
Closest pair: Mirae Asset Large & Midcap Fund and HDFC Large & Mid Cap Fund share 41% 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 | Mirae Asset Large & Midcap | Canara Robeco Large and Mid Cap | Bandhan Large & Mid Cap | HDFC Large & Mid Cap |
|---|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Canara Robeco Asset Management Company Limited | Bandhan AMC Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 53% of 109 | 63% of 109 | 60% of 109 | 63% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.08% points | 1.28% points | 1.50% points | 0.51% points |
| Portfolio turned over a year P1 | 113% | 83% | 61% | 166% | 39% |
| Run by P7 | Gaurav Jain · 3 mo | Neelesh Surana · 16 yrs | Amit Nadekar · ≥ 1.1 yrs | Manish Gunwani · ≥ 3.5 yrs | not known |
| 1-year return | 0.8% | 2.6% | −2.2% | 4.1% | 0.4% |
| 3 years p.a. | 15.3% | 12.3% | 13.1% | 18.2% | 13.1% |
| 5 years p.a. | 14.9% | 10.8% | 10.7% | 16.9% | 14.2% |
| Deepest fall (max drawdown) | −14.8% | −19.5% | −18.3% | −17.9% | −18.7% |
| Assets (AUM) | ₹33,351 Cr | ₹44,748 Cr | ₹26,331 Cr | ₹19,777 Cr | ₹30,372 Cr |
| Disclosed history | 13 yrs | 5.1 yrs | 4.7 yrs | 4.9 yrs | 2.3 yrs |
| Holdings · top ten weight | 123 · 31% | 86 · 32% | 99 · 37% | 136 · 27% | 243 · 20% |
Funds in different categories are not comparable on returns — comparing across categories is the first mistake the seven checks on each fund page are built to avoid. Compare each to its own category on its fund page.