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 | Canara Robeco Large Cap | Mirae Asset Large Cap | Kotak Flexi Cap | SBI FLEXICAP |
|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and Canara Robeco Large Cap share 49% of their portfolios | HDFC Flexi Cap and Mirae Asset Large Cap share 44% of their portfolios | HDFC Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Flexi Cap and SBI FLEXICAP share 33% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and HDFC Flexi Cap share 49% of their portfolios | itself | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Canara Robeco Large Cap and SBI FLEXICAP share 36% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Flexi Cap share 44% of their portfolios | Mirae Asset Large Cap and Canara Robeco Large Cap share 65% of their portfolios | itself | Mirae Asset Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Mirae Asset Large Cap and SBI FLEXICAP share 39% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Canara Robeco Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Flexi Cap |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and HDFC Flexi Cap share 33% of their portfolios | SBI FLEXICAP and Canara Robeco Large Cap share 36% of their portfolios | SBI FLEXICAP and Mirae Asset Large Cap share 39% of their portfolios | SBI FLEXICAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: Canara Robeco Large Cap Fund and Mirae Asset Large Cap Fund share 65% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Flexi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Canara Robeco Large Cap | Mirae Asset Large Cap | Kotak Flexi Cap | SBI FLEXICAP |
|---|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Flexi Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 72% of 109 | 64% of 109 | 45% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.38% points | 1.06% points | 1.09% points | 1.03% points |
| Portfolio turned over a year P1 | 48% | 40% | 53% | not measured | 129% |
| Run by P7 | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | Gaurav Misra · 7.7 yrs | not known | Anup Upadhyay · ≥ 3 mo |
| 1-year return | 0.7% | −4.0% | −3.3% | −1.6% | −2.1% |
| 3 years p.a. | 15.8% | 10.4% | 8.6% | 11.5% | 8.6% |
| 5 years p.a. | 16.6% | 9.0% | 7.8% | 10.6% | 8.2% |
| Deepest fall (max drawdown) | −13.3% | −14.8% | −15.8% | −16.3% | −16.0% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹17,092 Cr | ₹38,599 Cr | ₹54,857 Cr | ₹22,888 Cr |
| Disclosed history | 2.4 yrs | 4.8 yrs | 5.1 yrs | — | 5.8 yrs |
| Holdings · top ten weight | 86 · 44% | 63 · 47% | 76 · 48% | none disclosed | 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.