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 | Mahindra Manulife Multi Cap | Axis Large Cap | Mirae Asset Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Quant Multi CapMulti Cap | itself | Quant Multi Cap and Mahindra Manulife Multi Cap share 11% of their portfolios | Quant Multi Cap and Axis Large Cap share 10% of their portfolios | Quant Multi Cap and Mirae Asset Large Cap share 7% of their portfolios | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Quant Multi Cap share 11% of their portfolios | itself | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and Mirae Asset Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Quant Multi Cap share 10% of their portfolios | Axis Large Cap and Mahindra Manulife Multi Cap share 18% of their portfolios | itself | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Nippon India Multi Cap share 34% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Quant Multi Cap share 7% of their portfolios | Mirae Asset Large Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios | Nippon India Multi Cap and Axis Large Cap share 34% of their portfolios | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Mirae Asset Large Cap Fund share 58% 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 | Mahindra Manulife Multi Cap | Axis Large Cap | Mirae Asset Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | quant Money Managers Limited | Mahindra Manulife Investment Management Pvt Ltd | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 99% of 77 | 47% of 109 | 64% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 2.04% points | 1.21% points | 1.06% points | 0.84% points |
| Portfolio turned over a year P1 | 88% | 151% | 73% | 53% | 66% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Vishal Jajoo · 10 mo | not known | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 4.9% | 12.5% | −3.2% | −3.3% | −1.4% |
| 3 years p.a. | 10.5% | 17.9% | 9.2% | 8.6% | 13.5% |
| 5 years p.a. | 11.7% | 16.0% | 5.8% | 7.8% | 16.4% |
| Deepest fall (max drawdown) | −25.3% | −20.2% | −15.5% | −15.8% | −18.6% |
| Assets (AUM) | ₹7,717 Cr | ₹7,471 Cr | ₹30,395 Cr | ₹38,599 Cr | ₹53,760 Cr |
| Disclosed history | 6.9 yrs | 9.4 yrs | 5.9 yrs | 5.1 yrs | 14 yrs |
| Holdings · top ten weight | 74 · 53% | 73 · 38% | 49 · 48% | 76 · 48% | 123 · 29% |
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.