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.
6 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 | Axis Large Cap | Canara Robeco Large Cap | HDFC Large Cap | UTI - Flexi Cap Fund. | SBI FLEXICAP |
|---|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | HDFC Flexi Cap and Canara Robeco Large Cap share 49% of their portfolios | HDFC Flexi Cap and HDFC Large Cap share 44% of their portfolios | HDFC Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Flexi Cap and SBI FLEXICAP share 33% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios | itself | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | Axis Large Cap and SBI FLEXICAP share 36% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and HDFC Flexi Cap share 49% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | itself | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and UTI - Flexi Cap Fund. share 37% of their portfolios | Canara Robeco Large Cap and SBI FLEXICAP share 36% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Flexi Cap share 44% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | itself | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Large Cap and SBI FLEXICAP share 32% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and HDFC Flexi Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and Canara Robeco Large Cap share 37% of their portfolios | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | itself | UTI - Flexi Cap Fund. and SBI FLEXICAP share 25% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and HDFC Flexi Cap share 33% of their portfolios | SBI FLEXICAP and Axis Large Cap share 36% of their portfolios | SBI FLEXICAP and Canara Robeco Large Cap share 36% of their portfolios | SBI FLEXICAP and HDFC Large Cap share 32% of their portfolios | SBI FLEXICAP and UTI - Flexi Cap Fund. share 25% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Canara Robeco Large Cap Fund share 71% 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 | Axis Large Cap | Canara Robeco Large Cap | HDFC Large Cap | UTI - Flexi Cap Fund. | SBI FLEXICAP |
|---|---|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Large Cap | Flexi Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 47% of 109 | 72% of 109 | 51% of 109 | 40% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.21% points | 1.38% points | 0.70% points | 0.68% points | 1.03% points |
| Portfolio turned over a year P1 | 48% | 73% | 40% | 45% | 41% | 129% |
| Run by P7 | not known | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Ajay Tyagi · 11 yrs | Anup Upadhyay · ≥ 3 mo |
| 1-year return | 0.7% | −3.2% | −4.0% | −3.2% | −2.3% | −2.1% |
| 3 years p.a. | 15.8% | 9.2% | 10.4% | 9.1% | 8.4% | 8.6% |
| 5 years p.a. | 16.6% | 5.8% | 9.0% | 10.6% | 4.9% | 8.2% |
| Deepest fall (max drawdown) | −13.3% | −15.5% | −14.8% | −16.4% | −20.1% | −16.0% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹30,395 Cr | ₹17,092 Cr | ₹40,166 Cr | ₹23,434 Cr | ₹22,888 Cr |
| Disclosed history | 2.4 yrs | 5.9 yrs | 4.8 yrs | 1.8 yrs | 12 yrs | 5.8 yrs |
| Holdings · top ten weight | 86 · 44% | 49 · 48% | 63 · 47% | 50 · 53% | 62 · 44% | 71 · 36% |
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.