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 | SBI FLEXICAP | Nippon India Multi Cap | Axis Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and SBI FLEXICAP share 32% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and HDFC Large Cap share 32% of their portfolios | itself | SBI FLEXICAP and Nippon India Multi Cap share 25% of their portfolios | SBI FLEXICAP and Axis Large Cap share 36% of their portfolios | SBI FLEXICAP and Nippon India Large Cap share 31% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and SBI FLEXICAP share 25% of their portfolios | itself | Nippon India Multi Cap and Axis Large Cap share 34% of their portfolios | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and SBI FLEXICAP share 36% of their portfolios | Axis Large Cap and Nippon India Multi Cap share 34% of their portfolios | itself | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and SBI FLEXICAP share 31% of their portfolios | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and Nippon India Large Cap Fund share 55% 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 | SBI FLEXICAP | Nippon India Multi Cap | Axis Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 58% of 109 | 50% of 109 | 47% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.03% points | 0.84% points | 1.21% points | 1.01% points |
| Portfolio turned over a year P1 | 45% | 129% | 66% | 73% | 57% |
| Run by P7 | not known | Anup Upadhyay · ≥ 3 mo | Sailesh Raj Bhan · 21 yrs | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | −2.1% | −1.4% | −3.2% | −4.7% |
| 3 years p.a. | 9.1% | 8.6% | 13.5% | 9.2% | 11.1% |
| 5 years p.a. | 10.6% | 8.2% | 16.4% | 5.8% | 12.8% |
| Deepest fall (max drawdown) | −16.4% | −16.0% | −18.6% | −15.5% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹22,888 Cr | ₹53,760 Cr | ₹30,395 Cr | ₹52,344 Cr |
| Disclosed history | 1.8 yrs | 5.8 yrs | 14 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | 71 · 36% | 123 · 29% | 49 · 48% | 69 · 45% |
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.