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 | Nippon India Growth Mid Cap | Kotak Flexi Cap | Franklin India Flexi Cap | Mirae Asset Large 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and Franklin India Flexi Cap share 43% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Growth Mid Cap and Franklin India Flexi Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI Large Cap: no portfolio disclosed for Kotak Flexi Cap |
| Franklin India Flexi CapFlexi Cap | Franklin India Flexi Cap and HDFC Large Cap share 43% of their portfolios | Franklin India Flexi Cap and Nippon India Growth Mid Cap share 12% of their portfolios | Franklin India Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Franklin India Flexi Cap and Mirae Asset Large Cap share 50% of their portfolios | Franklin India Flexi Cap and SBI Large Cap share 41% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Mirae Asset Large Cap and Franklin India Flexi Cap share 50% of their portfolios | itself | Mirae Asset Large Cap and SBI Large Cap share 50% 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI Large Cap and Franklin India Flexi Cap share 41% of their portfolios | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and SBI Large Cap Fund share 50% 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 Large Cap | Nippon India Growth Mid Cap | Kotak Flexi Cap | Franklin India Flexi Cap | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Franklin Templeton Asset Management (India) Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 87% of 109 | 45% of 109 | 62% of 109 | 64% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.86% points | 1.09% points | 1.00% points | 1.06% points | 0.93% points |
| Portfolio turned over a year P1 | 45% | 52% | not measured | 55% | 53% | 59% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | not known | not known | Gaurav Misra · 7.7 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | 7.0% | −1.6% | −3.8% | −3.3% | −1.6% |
| 3 years p.a. | 9.1% | 18.6% | 11.5% | 11.2% | 8.6% | 9.2% |
| 5 years p.a. | 10.6% | 18.0% | 10.6% | 11.5% | 7.8% | 9.0% |
| Deepest fall (max drawdown) | −16.4% | −19.9% | −16.3% | −16.4% | −15.8% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹48,143 Cr | ₹54,857 Cr | ₹19,599 Cr | ₹38,599 Cr | ₹55,417 Cr |
| Disclosed history | 1.8 yrs | 14 yrs | — | 8.0 yrs | 5.1 yrs | 5.8 yrs |
| Holdings · top ten weight | 50 · 53% | 105 · 25% | none disclosed | 60 · 43% | 76 · 48% | 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.