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 Flexi 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 | Franklin India Flexi Cap | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Canara Robeco Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|---|
| Franklin India Flexi CapFlexi Cap | itself | Franklin India Flexi Cap and Axis Large Cap share 50% of their portfolios | Franklin India Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 50% of their portfolios | Franklin India Flexi Cap and Canara Robeco Large Cap share 53% of their portfolios | Franklin India Flexi Cap and HDFC Flexi Cap share 49% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Franklin India Flexi Cap share 50% of their portfolios | itself | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Franklin India Flexi Cap share 50% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Canara Robeco Large Cap share 63% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Flexi Cap share 46% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Franklin India Flexi Cap share 53% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios | itself | Canara Robeco Large Cap and HDFC Flexi Cap share 49% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Franklin India Flexi Cap share 49% of their portfolios | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | HDFC Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 46% of their portfolios | HDFC Flexi Cap and Canara Robeco Large Cap share 49% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Canara Robeco Large Cap Fund share 71% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Franklin India Flexi Cap | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Canara Robeco Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Large Cap | Flexi Cap |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 62% of 109 | 47% of 109 | 90% of 109 | 72% of 109 | 68% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.21% points | 0.81% points | 1.38% points | 0.81% points |
| Portfolio turned over a year P1 | 55% | 73% | 45% | 40% | 48% |
| Run by P7 | not known | not known | Vaibhav Dusad · 5.7 yrs | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known |
| 1-year return | −3.8% | −3.2% | −5.3% | −4.0% | 0.7% |
| 3 years p.a. | 11.2% | 9.2% | 10.6% | 10.4% | 15.8% |
| 5 years p.a. | 11.5% | 5.8% | 10.9% | 9.0% | 16.6% |
| Deepest fall (max drawdown) | −16.4% | −15.5% | −15.4% | −14.8% | −13.3% |
| Assets (AUM) | ₹19,599 Cr | ₹30,395 Cr | ₹80,822 Cr | ₹17,092 Cr | ₹1.13 lakh Cr |
| Disclosed history | 8.0 yrs | 5.9 yrs | 13 yrs | 4.8 yrs | 2.4 yrs |
| Holdings · top ten weight | 60 · 43% | 49 · 48% | 93 · 47% | 63 · 47% | 86 · 44% |
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.