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 | Nippon India Large Cap | ICICI Prudential Multi Cap | Aditya Birla Sun Life Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and ICICI Prudential Multi Cap share 9% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | itself | Nippon India Large Cap and ICICI Prudential Multi Cap share 12% of their portfolios | Nippon India Large Cap and Aditya Birla Sun Life Large Cap share 55% of their portfolios | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and HDFC Large Cap share 9% of their portfolios | ICICI Prudential Multi Cap and Nippon India Large Cap share 12% of their portfolios | itself | ICICI Prudential Multi Cap and Aditya Birla Sun Life Large Cap share 17% of their portfolios | ICICI Prudential Multi Cap and Mirae Asset Large Cap share 13% 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 Nippon India Large Cap share 55% of their portfolios | Aditya Birla Sun Life Large Cap and ICICI Prudential Multi Cap share 17% of their portfolios | itself | Aditya Birla Sun Life Large Cap and Mirae Asset Large Cap share 61% 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 Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios | Mirae Asset Large Cap and Aditya Birla Sun Life Large Cap share 61% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and Mirae Asset 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 | Nippon India Large Cap | ICICI Prudential Multi Cap | Aditya Birla Sun Life Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 73% of 109 | 49% of 109 | 52% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.01% points | 1.03% points | 0.87% points | 1.06% points |
| Portfolio turned over a year P1 | 45% | 57% | 108% | 53% | 53% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | Lalit Kumar · 1.1 yrs | Harish Krishnan · ≥ 6 mo | Gaurav Misra · 7.7 yrs |
| 1-year return | −3.2% | −4.7% | 6.8% | −4.2% | −3.3% |
| 3 years p.a. | 9.1% | 11.1% | 15.9% | 9.5% | 8.6% |
| 5 years p.a. | 10.6% | 12.8% | 15.0% | 8.9% | 7.8% |
| Deepest fall (max drawdown) | −16.4% | −15.4% | −17.3% | −16.7% | −15.8% |
| Assets (AUM) | ₹40,166 Cr | ₹52,344 Cr | ₹19,305 Cr | ₹29,521 Cr | ₹38,599 Cr |
| Disclosed history | 1.8 yrs | 13 yrs | 11 yrs | 1.3 yrs | 5.1 yrs |
| Holdings · top ten weight | 50 · 53% | 69 · 45% | 167 · 24% | 77 · 43% | 76 · 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.