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.
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 | Mirae Asset Large Cap | HDFC Large Cap | Canara Robeco Large Cap | SBI MultiCap |
|---|---|---|---|---|---|
| Quant Multi CapMulti Cap | itself | Quant Multi Cap and Mirae Asset Large Cap share 7% of their portfolios | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | Quant Multi Cap and Canara Robeco Large Cap share 9% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Quant Multi Cap share 7% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Canara Robeco Large Cap share 65% of their portfolios | Mirae Asset Large Cap and SBI MultiCap share 20% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Quant Multi Cap share 9% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | itself | Canara Robeco Large Cap and SBI MultiCap share 21% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Quant Multi Cap share 13% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Canara Robeco Large Cap share 21% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Canara Robeco Large Cap Fund share 65% 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 | Quant Multi Cap | Mirae Asset Large Cap | HDFC Large Cap | Canara Robeco Large Cap | SBI MultiCap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | quant Money Managers Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 64% of 109 | 51% of 109 | 72% of 109 | 0% of 19 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.06% points | 0.70% points | 1.38% points | 1.00% points |
| Portfolio turned over a year P1 | 88% | 53% | 45% | 40% | 85% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Gaurav Misra · 7.7 yrs | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | Bectors Food · ≥ 3 mo |
| 1-year return | 4.9% | −3.3% | −3.2% | −4.0% | −0.6% |
| 3 years p.a. | 10.5% | 8.6% | 9.1% | 10.4% | 13.3% |
| 5 years p.a. | 11.7% | 7.8% | 10.6% | 9.0% | — |
| Deepest fall (max drawdown) | −25.3% | −15.8% | −16.4% | −14.8% | −15.1% |
| Assets (AUM) | ₹7,717 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹17,092 Cr | ₹24,138 Cr |
| Disclosed history | 6.9 yrs | 5.1 yrs | 1.8 yrs | 4.8 yrs | 3.7 yrs |
| Holdings · top ten weight | 74 · 53% | 76 · 48% | 50 · 53% | 63 · 47% | 72 · 30% |
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.