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 | HSBC Value | Mirae Asset Large Cap | Aditya Birla Sun Life 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 HSBC Value share 24% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% 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 HSBC Value share 15% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and Aditya Birla Sun Life Large Cap share 14% of their portfolios |
| HSBC ValueValue | HSBC Value and HDFC Large Cap share 24% of their portfolios | HSBC Value and Nippon India Growth Mid Cap share 15% of their portfolios | itself | HSBC Value and Mirae Asset Large Cap share 31% of their portfolios | HSBC Value and Aditya Birla Sun Life Large Cap share 36% 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 HSBC Value share 31% of their portfolios | itself | Mirae Asset Large Cap and Aditya Birla Sun Life Large Cap share 61% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | Aditya Birla Sun Life Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Aditya Birla Sun Life Large Cap and HSBC Value share 36% of their portfolios | Aditya Birla Sun Life Large Cap and Mirae Asset Large Cap share 61% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 61% 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 | Nippon India Growth Mid Cap | HSBC Value | Mirae Asset Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Value | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | HSBC Asset Management (India) Private Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 87% of 109 | 100% of 11 | 64% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.86% points | 1.12% points | 1.06% points | 0.87% points |
| Portfolio turned over a year P1 | 45% | 52% | 75% | 53% | 53% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | Venugopal Manghat · 14 yrs | Gaurav Misra · 7.7 yrs | Harish Krishnan · ≥ 6 mo |
| 1-year return | −3.2% | 7.0% | 2.4% | −3.3% | −4.2% |
| 3 years p.a. | 9.1% | 18.6% | 15.9% | 8.6% | 9.5% |
| 5 years p.a. | 10.6% | 18.0% | — | 7.8% | 8.9% |
| Deepest fall (max drawdown) | −16.4% | −19.9% | −19.6% | −15.8% | −16.7% |
| Assets (AUM) | ₹40,166 Cr | ₹48,143 Cr | ₹15,373 Cr | ₹38,599 Cr | ₹29,521 Cr |
| Disclosed history | 1.8 yrs | 14 yrs | 3.8 yrs | 5.1 yrs | 1.3 yrs |
| Holdings · top ten weight | 50 · 53% | 105 · 25% | 86 · 32% | 76 · 48% | 77 · 43% |
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.