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 | Tata Value | Bandhan Value | Parag Parikh Flexi Cap | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Tata Value share 22% of their portfolios | HDFC Large Cap and Bandhan Value share 37% of their portfolios | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Tata ValueValue | Tata Value and HDFC Large Cap share 22% of their portfolios | itself | Tata Value and Bandhan Value share 20% of their portfolios | Tata Value and Parag Parikh Flexi Cap share 25% of their portfolios | Tata Value and Mirae Asset Large Cap share 25% of their portfolios | Tata Value and Axis Large Cap share 21% of their portfolios |
| Bandhan ValueValue | Bandhan Value and HDFC Large Cap share 37% of their portfolios | Bandhan Value and Tata Value share 20% of their portfolios | itself | Bandhan Value and Parag Parikh Flexi Cap share 36% of their portfolios | Bandhan Value and Mirae Asset Large Cap share 43% of their portfolios | Bandhan Value and Axis Large Cap share 31% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | Parag Parikh Flexi Cap and Tata Value share 25% of their portfolios | Parag Parikh Flexi Cap and Bandhan Value share 36% of their portfolios | itself | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | Parag Parikh Flexi Cap and Axis Large Cap share 32% 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 Tata Value share 25% of their portfolios | Mirae Asset Large Cap and Bandhan Value share 43% of their portfolios | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Tata Value share 21% of their portfolios | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and Parag Parikh Flexi Cap share 32% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis Large Cap Fund share 58% 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 | Bandhan Value | Parag Parikh Flexi Cap | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Value | Value | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Tata Asset Management Limited | Bandhan AMC Limited | PPFAS Asset Management Pvt. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 63% of 109 | 67% of 109 | 91% of 109 | 64% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.15% points | 1.17% points | 0.84% points | 1.06% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | 81% | 68% | 29% | 53% | 73% |
| Run by P7 | not known | Sonam Udasi · ≥ 9 mo | Daylynn Pinto · ≥ 3.5 yrs | Rajeev Thakkar · 13 yrs | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | −3.2% | 0.2% | −1.1% | −5.1% | −3.3% | −3.2% |
| 3 years p.a. | 9.1% | 12.9% | 10.4% | 12.8% | 8.6% | 9.2% |
| 5 years p.a. | 10.6% | 13.3% | 12.8% | 11.5% | 7.8% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −20.9% | −17.9% | −11.0% | −15.8% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹8,440 Cr | ₹10,051 Cr | ₹1.46 lakh Cr | ₹38,599 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | 11 yrs | 4.9 yrs | 5.0 yrs | 5.1 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | 41 · 52% | 68 · 47% | 116 · 52% | 76 · 48% | 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.