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 | HDFC Flexi Cap | HDFC Large Cap | Nippon India Large Cap | Nippon India Multi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and HDFC Large Cap share 44% of their portfolios | HDFC Flexi Cap and Nippon India Large Cap share 41% of their portfolios | HDFC Flexi Cap and Nippon India Multi Cap share 28% of their portfolios | HDFC Flexi Cap and Aditya Birla Sun Life Flexi Cap share 34% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Flexi Cap share 44% of their portfolios | itself | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Flexi Cap share 41% of their portfolios | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | itself | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | Nippon India Large Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC Flexi Cap share 28% of their portfolios | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios | itself | Nippon India Multi Cap and Aditya Birla Sun Life Flexi Cap share 27% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and HDFC Flexi Cap share 34% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Nippon India Large Cap share 37% of their portfolios | Aditya Birla Sun Life Flexi Cap and Nippon India Multi Cap share 27% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Nippon India Multi Cap Fund share 55% 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 | HDFC Flexi Cap | HDFC Large Cap | Nippon India Large Cap | Nippon India Multi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Multi Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 51% of 109 | 73% of 109 | 50% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 0.70% points | 1.01% points | 0.84% points | 1.02% points |
| Portfolio turned over a year P1 | 48% | 45% | 57% | 66% | 50% |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 19 yrs | Sailesh Raj Bhan · 21 yrs | Dhaval Joshi · ≥ 6 mo |
| 1-year return | 0.7% | −3.2% | −4.7% | −1.4% | 7.3% |
| 3 years p.a. | 15.8% | 9.1% | 11.1% | 13.5% | 15.0% |
| 5 years p.a. | 16.6% | 10.6% | 12.8% | 16.4% | 11.6% |
| Deepest fall (max drawdown) | −13.3% | −16.4% | −15.4% | −18.6% | −17.0% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹40,166 Cr | ₹52,344 Cr | ₹53,760 Cr | ₹27,401 Cr |
| Disclosed history | 2.4 yrs | 1.8 yrs | 13 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | 86 · 44% | 50 · 53% | 69 · 45% | 123 · 29% | 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.