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 | Tata Value | HDFC Flexi Cap | SBI Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Tata Value share 22% of their portfolios | HDFC Large Cap and HDFC Flexi Cap share 44% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| Tata ValueValue | Tata Value and HDFC Large Cap share 22% of their portfolios | itself | Tata Value and HDFC Flexi Cap share 22% of their portfolios | Tata Value and SBI Large Cap share 20% of their portfolios | Tata Value and Aditya Birla Sun Life Large Cap share 24% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and HDFC Large Cap share 44% of their portfolios | HDFC Flexi Cap and Tata Value share 22% of their portfolios | itself | HDFC Flexi Cap and SBI Large Cap share 40% of their portfolios | HDFC Flexi Cap and Aditya Birla Sun Life Large Cap share 45% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Tata Value share 20% of their portfolios | SBI Large Cap and HDFC Flexi Cap share 40% of their portfolios | itself | SBI Large Cap and Aditya Birla Sun Life Large Cap share 53% 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 Tata Value share 24% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Flexi Cap share 45% of their portfolios | Aditya Birla Sun Life Large Cap and SBI Large Cap share 53% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 53% 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 | Tata Value | HDFC Flexi Cap | SBI Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Value | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Tata Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 63% of 109 | 68% of 109 | 45% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.15% points | 0.81% points | 0.93% points | 0.87% points |
| Portfolio turned over a year P1 | 45% | 81% | 48% | 59% | 53% |
| Run by P7 | not known | Sonam Udasi · ≥ 9 mo | not known | Saurabh Pant · ≥ 3 mo | Harish Krishnan · ≥ 6 mo |
| 1-year return | −3.2% | 0.2% | 0.7% | −1.6% | −4.2% |
| 3 years p.a. | 9.1% | 12.9% | 15.8% | 9.2% | 9.5% |
| 5 years p.a. | 10.6% | 13.3% | 16.6% | 9.0% | 8.9% |
| Deepest fall (max drawdown) | −16.4% | −20.9% | −13.3% | −15.4% | −16.7% |
| Assets (AUM) | ₹40,166 Cr | ₹8,440 Cr | ₹1.13 lakh Cr | ₹55,417 Cr | ₹29,521 Cr |
| Disclosed history | 1.8 yrs | 11 yrs | 2.4 yrs | 5.8 yrs | 1.3 yrs |
| Holdings · top ten weight | 50 · 53% | 41 · 52% | 86 · 44% | 57 · 47% | 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.