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 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 | Nippon India Growth Mid Cap | SBI FLEXICAP | Parag Parikh Flexi Cap | SBI Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and SBI FLEXICAP share 32% of their portfolios | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | itself | Nippon India Growth Mid Cap and SBI FLEXICAP share 18% of their portfolios | Nippon India Growth Mid Cap and Parag Parikh Flexi Cap share 2% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and HDFC Large Cap share 32% of their portfolios | SBI FLEXICAP and Nippon India Growth Mid Cap share 18% of their portfolios | itself | SBI FLEXICAP and Parag Parikh Flexi Cap share 20% of their portfolios | SBI FLEXICAP and SBI Large Cap share 36% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and SBI FLEXICAP share 20% of their portfolios | itself | Parag Parikh Flexi Cap and SBI Large Cap share 26% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and SBI FLEXICAP share 36% of their portfolios | SBI Large Cap and Parag Parikh Flexi Cap share 26% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and SBI Large Cap Fund share 46% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | Nippon India Growth Mid Cap | SBI FLEXICAP | Parag Parikh Flexi Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Flexi Cap | Flexi Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | PPFAS Asset Management Pvt. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 87% of 109 | 58% of 109 | 91% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.86% points | 1.03% points | 0.84% points | 0.93% points |
| Portfolio turned over a year P1 | 45% | 52% | 129% | 29% | 59% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | Anup Upadhyay · ≥ 3 mo | Rajeev Thakkar · 13 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | 7.0% | −2.1% | −5.1% | −1.6% |
| 3 years p.a. | 9.1% | 18.6% | 8.6% | 12.8% | 9.2% |
| 5 years p.a. | 10.6% | 18.0% | 8.2% | 11.5% | 9.0% |
| Deepest fall (max drawdown) | −16.4% | −19.9% | −16.0% | −11.0% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹48,143 Cr | ₹22,888 Cr | ₹1.46 lakh Cr | ₹55,417 Cr |
| Disclosed history | 1.8 yrs | 14 yrs | 5.8 yrs | 5.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 50 · 53% | 105 · 25% | 71 · 36% | 116 · 52% | 57 · 47% |
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.