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 | Nippon India Multi Cap | UTI - Flexi Cap Fund. | Axis Large Cap | Mirae Asset Large Cap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and UTI - Flexi Cap Fund. share 23% 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 | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Nippon India Multi Cap share 23% of their portfolios | itself | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and HDFC Multi Cap share 27% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Nippon India Multi Cap share 34% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | itself | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and HDFC Multi Cap share 32% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | itself | Mirae Asset Large Cap and HDFC Multi Cap share 37% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios | HDFC Multi Cap and UTI - Flexi Cap Fund. share 27% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | HDFC Multi Cap and Mirae Asset Large Cap share 37% 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 | Nippon India Multi Cap | UTI - Flexi Cap Fund. | Axis Large Cap | Mirae Asset Large Cap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 40% of 109 | 47% of 109 | 64% of 109 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.68% points | 1.21% points | 1.06% points | 1.30% points |
| Portfolio turned over a year P1 | 66% | 41% | 73% | 53% | 79% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | Ajay Tyagi · 11 yrs | not known | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | −1.4% | −2.3% | −3.2% | −3.3% | −2.2% |
| 3 years p.a. | 13.5% | 8.4% | 9.2% | 8.6% | 12.0% |
| 5 years p.a. | 16.4% | 4.9% | 5.8% | 7.8% | — |
| Deepest fall (max drawdown) | −18.6% | −20.1% | −15.5% | −15.8% | −20.2% |
| Assets (AUM) | ₹53,760 Cr | ₹23,434 Cr | ₹30,395 Cr | ₹38,599 Cr | ₹20,765 Cr |
| Disclosed history | 14 yrs | 12 yrs | 5.9 yrs | 5.1 yrs | 2.4 yrs |
| Holdings · top ten weight | 123 · 29% | 62 · 44% | 49 · 48% | 76 · 48% | 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.