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 | UTI - Flexi Cap Fund. | Axis Midcap | DSP Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and DSP Midcap share 11% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | itself | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios | UTI - Flexi Cap Fund. and DSP Midcap share 18% of their portfolios | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios | itself | Axis Midcap and DSP Midcap share 43% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | itself | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and Axis Large Cap share 11% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI - Flexi Cap Fund. share 27% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and DSP Midcap share 11% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip 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 | UTI - Flexi Cap Fund. | Axis Midcap | DSP Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Mid Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 40% of 109 | 44% of 109 | 43% of 109 | 90% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.68% points | 1.36% points | 1.02% points | 0.81% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | 41% | 80% | 56% | 45% | 73% |
| Run by P7 | not known | Ajay Tyagi · 11 yrs | not known | Vinit Sambre · ≥ 1.2 yrs | Vaibhav Dusad · 5.7 yrs | not known |
| 1-year return | −3.2% | −2.3% | 6.9% | 3.6% | −5.3% | −3.2% |
| 3 years p.a. | 9.1% | 8.4% | 17.1% | 14.6% | 10.6% | 9.2% |
| 5 years p.a. | 10.6% | 4.9% | 13.5% | 11.8% | 10.9% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −20.1% | −19.5% | −21.2% | −15.4% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹23,434 Cr | ₹32,454 Cr | ₹20,871 Cr | ₹80,822 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | 12 yrs | 5.9 yrs | 13 yrs | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | 62 · 44% | 91 · 30% | 66 · 30% | 93 · 47% | 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.