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
| Tata Large Cap | HDFC Large Cap | |
|---|---|---|
| Tata Large Cap | itself | 52% |
| HDFC Large Cap | 52% | itself |
Most alike: Tata Large Cap Fund and HDFC Large Cap Fund share 52% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Tata Large Cap | HDFC Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.29% | 0.70% |
| Portfolio turned over a year P1 | 83% | 45% |
| Run by P7 | Abhinav Sharma · ≥ 9 mo | not known |
| 1-year return | −1.6% | −3.2% |
| 3 years p.a. | 10.5% | 9.1% |
| 5 years p.a. | 9.5% | 10.6% |
| Deepest fall (max drawdown) | −15.9% | −16.4% |
| Assets (AUM) | ₹2,759 Cr | ₹40,166 Cr |
| Disclosed history | 9.3 yrs | 1.8 yrs |
| Holdings · top ten weight | 47 · 44% | 50 · 53% |
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.