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 | Kotak Mid Cap | Quant Multi Cap | Nippon India Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Quant Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Aditya Birla Sun Life Large Cap: no portfolio disclosed for Kotak Mid Cap |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | Quant Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Quant Multi Cap and Nippon India Large Cap share 7% of their portfolios | Quant Multi Cap and Aditya Birla Sun Life Large Cap share 10% 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Large Cap and Quant Multi Cap share 7% of their portfolios | itself | Nippon India Large Cap and Aditya Birla Sun Life Large Cap share 55% 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Aditya Birla Sun Life Large Cap and Quant Multi Cap share 10% of their portfolios | Aditya Birla Sun Life Large Cap and Nippon India Large Cap share 55% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Kotak Mid Cap | Quant Multi Cap | Nippon India Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 83% of 109 | 73% of 109 | 73% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.44% points | 0.93% points | 1.01% points | 0.87% points |
| Portfolio turned over a year P1 | 45% | not measured | 88% | 57% | 53% |
| Run by P7 | not known | not known | Ankit Pande · ≥ 2.5 yrs | Sailesh Raj Bhan · 19 yrs | Harish Krishnan · ≥ 6 mo |
| 1-year return | −3.2% | 4.8% | 4.9% | −4.7% | −4.2% |
| 3 years p.a. | 9.1% | 18.1% | 10.5% | 11.1% | 9.5% |
| 5 years p.a. | 10.6% | 16.8% | 11.7% | 12.8% | 8.9% |
| Deepest fall (max drawdown) | −16.4% | −20.9% | −25.3% | −15.4% | −16.7% |
| Assets (AUM) | ₹40,166 Cr | ₹64,136 Cr | ₹7,717 Cr | ₹52,344 Cr | ₹29,521 Cr |
| Disclosed history | 1.8 yrs | — | 6.9 yrs | 13 yrs | 1.3 yrs |
| Holdings · top ten weight | 50 · 53% | none disclosed | 74 · 53% | 69 · 45% | 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.