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 | DSP Small Cap | UTI - Flexi Cap Fund. | Mirae Asset Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and DSP Small Cap share 1% of their portfolios | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| DSP Small CapSmall Cap | DSP Small Cap and HDFC Large Cap share 1% of their portfolios | itself | DSP Small Cap and UTI - Flexi Cap Fund. share 3% of their portfolios | DSP Small Cap and Mirae Asset Large Cap share 2% of their portfolios | DSP Small Cap and Aditya Birla Sun Life Large Cap share 2% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and DSP Small Cap share 3% of their portfolios | itself | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Aditya Birla Sun Life 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 DSP Small Cap share 2% of their portfolios | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | itself | Mirae Asset Large Cap and Aditya Birla Sun Life Large Cap share 61% 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 DSP Small Cap share 2% of their portfolios | Aditya Birla Sun Life Large Cap and UTI - Flexi Cap Fund. share 32% of their portfolios | Aditya Birla Sun Life Large Cap and Mirae Asset Large Cap share 61% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 61% 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 Small Cap | UTI - Flexi Cap Fund. | Mirae Asset Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Small Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited | UTI Asset Mgmt. Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 22% of 109 | 40% of 109 | 64% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.92% points | 0.68% points | 1.06% points | 0.87% points |
| Portfolio turned over a year P1 | 45% | 48% | 41% | 53% | 53% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | Ajay Tyagi · 11 yrs | Gaurav Misra · 7.7 yrs | Harish Krishnan · ≥ 6 mo |
| 1-year return | −3.2% | 17.8% | −2.3% | −3.3% | −4.2% |
| 3 years p.a. | 9.1% | 18.3% | 8.4% | 8.6% | 9.5% |
| 5 years p.a. | 10.6% | 18.1% | 4.9% | 7.8% | 8.9% |
| Deepest fall (max drawdown) | −16.4% | −24.1% | −20.1% | −15.8% | −16.7% |
| Assets (AUM) | ₹40,166 Cr | ₹21,018 Cr | ₹23,434 Cr | ₹38,599 Cr | ₹29,521 Cr |
| Disclosed history | 1.8 yrs | 13 yrs | 12 yrs | 5.1 yrs | 1.3 yrs |
| Holdings · top ten weight | 50 · 53% | 86 · 39% | 62 · 44% | 76 · 48% | 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.