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 | ICICI Prudential Multi Cap | HDFC Multi Cap | Axis Small Cap | Mirae Asset Large Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| ICICI Prudential Multi CapMulti Cap | itself | ICICI Prudential Multi Cap and HDFC Multi Cap share 17% of their portfolios | ICICI Prudential Multi Cap and Axis Small Cap share 12% of their portfolios | ICICI Prudential Multi Cap and Mirae Asset Large Cap share 13% of their portfolios | ICICI Prudential Multi Cap and Quant Multi Cap share 7% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and ICICI Prudential Multi Cap share 17% of their portfolios | itself | HDFC Multi Cap and Axis Small Cap share 14% of their portfolios | HDFC Multi Cap and Mirae Asset Large Cap share 37% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and ICICI Prudential Multi Cap share 12% of their portfolios | Axis Small Cap and HDFC Multi Cap share 14% of their portfolios | itself | Axis Small Cap and Mirae Asset Large Cap share 5% of their portfolios | Axis Small Cap and Quant Multi Cap share 3% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios | Mirae Asset Large Cap and HDFC Multi Cap share 37% of their portfolios | Mirae Asset Large Cap and Axis Small Cap share 5% of their portfolios | itself | Mirae Asset Large Cap and Quant Multi Cap share 7% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and ICICI Prudential Multi Cap share 7% of their portfolios | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Axis Small Cap share 3% of their portfolios | Quant Multi Cap and Mirae Asset Large Cap share 7% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Mirae Asset Large Cap Fund share 37% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | ICICI Prudential Multi Cap | HDFC Multi Cap | Axis Small Cap | Mirae Asset Large Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Small Cap | Large Cap | Multi Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 73% of 22 | 42% of 109 | 64% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.30% points | 1.44% points | 1.06% points | 0.93% points |
| Portfolio turned over a year P1 | 108% | 79% | 63% | 53% | 88% |
| Run by P7 | Lalit Kumar · 1.1 yrs | not known | not known | Gaurav Misra · 7.7 yrs | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 6.8% | −2.2% | 10.0% | −3.3% | 4.9% |
| 3 years p.a. | 15.9% | 12.0% | 16.2% | 8.6% | 10.5% |
| 5 years p.a. | 15.0% | — | 16.4% | 7.8% | 11.7% |
| Deepest fall (max drawdown) | −17.3% | −20.2% | −19.4% | −15.8% | −25.3% |
| Assets (AUM) | ₹19,305 Cr | ₹20,765 Cr | ₹27,535 Cr | ₹38,599 Cr | ₹7,717 Cr |
| Disclosed history | 11 yrs | 2.4 yrs | 5.9 yrs | 5.1 yrs | 6.9 yrs |
| Holdings · top ten weight | 167 · 24% | 127 · 23% | 132 · 25% | 76 · 48% | 74 · 53% |
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.