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 | Nippon India Multi Cap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | ICICI Prudential Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Aditya Birla Sun Life Large Cap share 35% of their portfolios | Nippon India Multi Cap and ICICI Prudential Multi Cap share 15% of their portfolios | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and ICICI Prudential Multi Cap share 9% of their portfolios | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Nippon India Multi Cap share 35% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself | Aditya Birla Sun Life Large Cap and ICICI Prudential Multi Cap share 17% of their portfolios | Aditya Birla Sun Life Large Cap and Quant Multi Cap share 10% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Nippon India Multi Cap share 15% of their portfolios | ICICI Prudential Multi Cap and HDFC Large Cap share 9% of their portfolios | ICICI Prudential Multi Cap and Aditya Birla Sun Life Large Cap share 17% of their portfolios | itself | ICICI Prudential Multi Cap and Quant Multi Cap share 7% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | Quant Multi Cap and Aditya Birla Sun Life Large Cap share 10% of their portfolios | Quant Multi Cap and ICICI Prudential Multi Cap share 7% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 50% 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 | HDFC Large Cap | Aditya Birla Sun Life Large Cap | ICICI Prudential Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | ICICI Prudential Asset Management Company Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 51% of 109 | 52% of 109 | 49% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.70% points | 0.87% points | 1.03% points | 0.93% points |
| Portfolio turned over a year P1 | 66% | 45% | 53% | 108% | 88% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | not known | Harish Krishnan · ≥ 6 mo | Lalit Kumar · 1.1 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −1.4% | −3.2% | −4.2% | 6.8% | 4.9% |
| 3 years p.a. | 13.5% | 9.1% | 9.5% | 15.9% | 10.5% |
| 5 years p.a. | 16.4% | 10.6% | 8.9% | 15.0% | 11.7% |
| Deepest fall (max drawdown) | −18.6% | −16.4% | −16.7% | −17.3% | −25.3% |
| Assets (AUM) | ₹53,760 Cr | ₹40,166 Cr | ₹29,521 Cr | ₹19,305 Cr | ₹7,717 Cr |
| Disclosed history | 14 yrs | 1.8 yrs | 1.3 yrs | 11 yrs | 6.9 yrs |
| Holdings · top ten weight | 123 · 29% | 50 · 53% | 77 · 43% | 167 · 24% | 74 · 53% |
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.