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 | Franklin India Flexi Cap | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Franklin India Flexi Cap share 43% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| Franklin India Flexi CapFlexi Cap | Franklin India Flexi Cap and HDFC Large Cap share 43% of their portfolios | itself | Franklin India Flexi Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios | Franklin India Flexi Cap and Axis Large Cap share 50% of their portfolios | Franklin India Flexi Cap and Aditya Birla Sun Life Large Cap share 52% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Franklin India Flexi Cap share 37% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Axis Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Aditya Birla Sun Life Large Cap share 59% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Franklin India Flexi Cap share 50% of their portfolios | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | itself | Axis Large Cap and Aditya Birla Sun Life Large Cap share 57% 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 Franklin India Flexi Cap share 52% of their portfolios | Aditya Birla Sun Life Large Cap and Aditya Birla Sun Life Flexi Cap share 59% of their portfolios | Aditya Birla Sun Life Large Cap and Axis Large Cap share 57% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and Aditya Birla Sun Life Large Cap Fund share 59% 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 | Franklin India Flexi Cap | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Franklin Templeton Asset Management (India) Private Limited | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 62% of 109 | 58% of 109 | 47% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.00% points | 1.02% points | 1.21% points | 0.87% points |
| Portfolio turned over a year P1 | 45% | 55% | 50% | 73% | 53% |
| Run by P7 | not known | not known | Dhaval Joshi · ≥ 6 mo | not known | Harish Krishnan · ≥ 6 mo |
| 1-year return | −3.2% | −3.8% | 7.3% | −3.2% | −4.2% |
| 3 years p.a. | 9.1% | 11.2% | 15.0% | 9.2% | 9.5% |
| 5 years p.a. | 10.6% | 11.5% | 11.6% | 5.8% | 8.9% |
| Deepest fall (max drawdown) | −16.4% | −16.4% | −17.0% | −15.5% | −16.7% |
| Assets (AUM) | ₹40,166 Cr | ₹19,599 Cr | ₹27,401 Cr | ₹30,395 Cr | ₹29,521 Cr |
| Disclosed history | 1.8 yrs | 8.0 yrs | 13 yrs | 5.9 yrs | 1.3 yrs |
| Holdings · top ten weight | 50 · 53% | 60 · 43% | 89 · 28% | 49 · 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.