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 Large 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 Large Cap | Quant Small Cap | BANDHAN Small Cap | Axis Midcap | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | itself | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and Axis Midcap share 6% of their portfolios | Quant Small Cap and Nippon India Large Cap share 3% of their portfolios | Quant Small Cap and Axis Large Cap share 3% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | itself | BANDHAN Small Cap and Axis Midcap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Large Cap share 5% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Quant Small Cap share 6% of their portfolios | Axis Midcap and BANDHAN Small Cap share 5% of their portfolios | itself | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and Quant Small Cap share 3% of their portfolios | Nippon India Large Cap and BANDHAN Small Cap share 5% of their portfolios | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Quant Small Cap share 3% of their portfolios | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% 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 Large Cap | Quant Small Cap | BANDHAN Small Cap | Axis Midcap | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Small Cap | Small Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | quant Money Managers Limited | Bandhan AMC Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 69% of 109 | 75% of 44 | 44% of 109 | 73% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.84% points | 2.00% points | 1.36% points | 1.01% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | 75% | 68% | 80% | 57% | 73% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Kirthi Jain · ≥ 2.8 yrs | not known | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | −3.2% | 12.7% | 10.4% | 6.9% | −4.7% | −3.2% |
| 3 years p.a. | 9.1% | 18.5% | 25.3% | 17.1% | 11.1% | 9.2% |
| 5 years p.a. | 10.6% | 19.2% | 20.0% | 13.5% | 12.8% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −24.4% | −22.8% | −19.5% | −15.4% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹34,069 Cr | ₹31,103 Cr | ₹32,454 Cr | ₹52,344 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | 7.5 yrs | 4.3 yrs | 5.9 yrs | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | 120 · 43% | 265 · 30% | 91 · 30% | 69 · 45% | 49 · 48% |
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.