Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | DSP Midcap | SBI MIDCAP | Axis Large Cap |
|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and DSP Midcap share 11% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and HDFC Large Cap share 11% of their portfolios | itself | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and Axis Large Cap share 11% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and DSP Midcap share 20% of their portfolios | itself | SBI MIDCAP and Axis Large Cap share 1% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and DSP Midcap share 11% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | itself |
Closest pair: HDFC Large Cap 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 | DSP Midcap | SBI MIDCAP | Axis Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 43% of 109 | 38% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.02% points | 1.09% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | 56% | 80% | 73% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | Bhavin Vithlani · ≥ 3 mo | not known |
| 1-year return | −3.2% | 3.6% | 3.8% | −3.2% |
| 3 years p.a. | 9.1% | 14.6% | 11.0% | 9.2% |
| 5 years p.a. | 10.6% | 11.8% | 13.5% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −21.2% | −17.9% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹20,871 Cr | ₹24,349 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | 13 yrs | 5.8 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | 66 · 30% | 64 · 28% | 49 · 48% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.