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.
4 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 | Aditya Birla Sun Life Large Cap | HDFC Large Cap | Axis Multicap |
|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and Aditya Birla Sun Life Large Cap share 35% of their portfolios | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Axis Multicap share 32% 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 | itself | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | Aditya Birla Sun Life Large Cap and Axis Multicap share 35% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | itself | HDFC Large Cap and Axis Multicap share 26% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | Axis Multicap and Aditya Birla Sun Life Large Cap share 35% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and HDFC 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 | Aditya Birla Sun Life Large Cap | HDFC Large Cap | Axis Multicap |
|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 52% of 109 | 51% of 109 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.87% points | 0.70% points | 1.45% points |
| Portfolio turned over a year P1 | 66% | 53% | 45% | 96% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | Harish Krishnan · ≥ 6 mo | not known | not known |
| 1-year return | −1.4% | −4.2% | −3.2% | 9.8% |
| 3 years p.a. | 13.5% | 9.5% | 9.1% | 20.0% |
| 5 years p.a. | 16.4% | 8.9% | 10.6% | — |
| Deepest fall (max drawdown) | −18.6% | −16.7% | −16.4% | −18.1% |
| Assets (AUM) | ₹53,760 Cr | ₹29,521 Cr | ₹40,166 Cr | ₹9,775 Cr |
| Disclosed history | 14 yrs | 1.3 yrs | 1.8 yrs | 5.2 yrs |
| Holdings · top ten weight | 123 · 29% | 77 · 43% | 50 · 53% | 114 · 23% |
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.