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.
Overlap
share of the portfolio the two funds hold in common
| Tata Large & Mid Cap | SBI LARGE & MIDCAP | |
|---|---|---|
| Tata Large & Mid Cap | itself | 23% |
| SBI LARGE & MIDCAP | 23% | itself |
Most alike: Tata Large & Mid Cap Fund and SBI LARGE & MIDCAP FUND share 23% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Tata Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | 29% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.26% | 0.81% |
| Portfolio turned over a year P1 | 47% | 70% |
| Run by P7 | Chandraprakash Padiyar · ≥ 1.5 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −4.3% | 0.9% |
| 3 years p.a. | 7.7% | 12.7% |
| 5 years p.a. | 9.7% | 13.4% |
| Deepest fall (max drawdown) | −21.7% | −14.2% |
| Assets (AUM) | ₹7,925 Cr | ₹42,320 Cr |
| Disclosed history | 14 yrs | 5.8 yrs |
| Holdings · top ten weight | 51 · 48% | 94 · 31% |
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.