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 Multi 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 | Quant Multi Cap | Aditya Birla Sun Life Flexi Cap | SBI Large Cap | SBI MultiCap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Quant Multi CapMulti Cap | itself | Quant Multi Cap and Aditya Birla Sun Life Flexi Cap share 9% of their portfolios | Quant Multi Cap and SBI Large Cap share 13% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Quant Multi Cap share 9% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and SBI Large Cap share 36% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MultiCap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Multi Cap share 35% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Quant Multi Cap share 13% of their portfolios | SBI Large Cap and Aditya Birla Sun Life Flexi Cap share 36% of their portfolios | itself | SBI Large Cap and SBI MultiCap share 26% of their portfolios | SBI Large Cap and HDFC Multi Cap share 29% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Quant Multi Cap share 13% of their portfolios | SBI MultiCap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | SBI MultiCap and SBI Large Cap share 26% of their portfolios | itself | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios | HDFC Multi Cap and Aditya Birla Sun Life Flexi Cap share 35% of their portfolios | HDFC Multi Cap and SBI Large Cap share 29% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and SBI Large Cap Fund share 36% 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 | Quant Multi Cap | Aditya Birla Sun Life Flexi Cap | SBI Large Cap | SBI MultiCap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | quant Money Managers Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 58% of 109 | 45% of 109 | 0% of 19 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.02% points | 0.93% points | 1.00% points | 1.30% points |
| Portfolio turned over a year P1 | 88% | 50% | 59% | 85% | 79% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Dhaval Joshi · ≥ 6 mo | Saurabh Pant · ≥ 3 mo | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 4.9% | 7.3% | −1.6% | −0.6% | −2.2% |
| 3 years p.a. | 10.5% | 15.0% | 9.2% | 13.3% | 12.0% |
| 5 years p.a. | 11.7% | 11.6% | 9.0% | — | — |
| Deepest fall (max drawdown) | −25.3% | −17.0% | −15.4% | −15.1% | −20.2% |
| Assets (AUM) | ₹7,717 Cr | ₹27,401 Cr | ₹55,417 Cr | ₹24,138 Cr | ₹20,765 Cr |
| Disclosed history | 6.9 yrs | 13 yrs | 5.8 yrs | 3.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 74 · 53% | 89 · 28% | 57 · 47% | 72 · 30% | 127 · 23% |
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.