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 | UTI - Flexi Cap Fund. | SBI MultiCap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| UTI - Flexi Cap Fund.Flexi Cap | itself | UTI - Flexi Cap Fund. and SBI MultiCap share 20% of their portfolios | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Aditya Birla Sun Life Flexi Cap share 30% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and UTI - Flexi Cap Fund. share 20% of their portfolios | itself | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI - Flexi Cap Fund. share 27% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life Flexi Cap share 34% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Mirae Asset Large Cap and SBI MultiCap share 20% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | itself | Mirae Asset Large Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MultiCap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 34% of their portfolios | Aditya Birla Sun Life Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap Fund share 62% 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 | UTI - Flexi Cap Fund. | SBI MultiCap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Multi Cap | Large Cap | Large Cap | Flexi Cap |
| Fund house | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 40% of 109 | 0% of 19 | 90% of 109 | 64% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.68% points | 1.00% points | 0.81% points | 1.06% points | 1.02% points |
| Portfolio turned over a year P1 | 41% | 85% | 45% | 53% | 50% |
| Run by P7 | Ajay Tyagi · 11 yrs | Bectors Food · ≥ 3 mo | Vaibhav Dusad · 5.7 yrs | Gaurav Misra · 7.7 yrs | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −2.3% | −0.6% | −5.3% | −3.3% | 7.3% |
| 3 years p.a. | 8.4% | 13.3% | 10.6% | 8.6% | 15.0% |
| 5 years p.a. | 4.9% | — | 10.9% | 7.8% | 11.6% |
| Deepest fall (max drawdown) | −20.1% | −15.1% | −15.4% | −15.8% | −17.0% |
| Assets (AUM) | ₹23,434 Cr | ₹24,138 Cr | ₹80,822 Cr | ₹38,599 Cr | ₹27,401 Cr |
| Disclosed history | 12 yrs | 3.7 yrs | 13 yrs | 5.1 yrs | 13 yrs |
| Holdings · top ten weight | 62 · 44% | 72 · 30% | 93 · 47% | 76 · 48% | 89 · 28% |
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.