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.
6 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 Flexi Cap | Bandhan Value | Mirae Asset Large Cap | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and Bandhan Value share 37% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Bandhan Value: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Large Cap: no portfolio disclosed for Kotak Flexi Cap |
| Bandhan ValueValue | Bandhan Value and HDFC Large Cap share 37% of their portfolios | Bandhan Value and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Bandhan Value and Mirae Asset Large Cap share 43% of their portfolios | Bandhan Value and Nippon India Large Cap share 44% of their portfolios | Bandhan Value and Axis Large Cap share 31% 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Mirae Asset Large Cap and Bandhan Value share 43% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% 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 Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Large Cap and Bandhan Value share 44% of their portfolios | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Nippon India Large Cap Fund share 59% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Flexi 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 Flexi Cap | Bandhan Value | Mirae Asset Large Cap | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Value | Large Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 45% of 109 | 67% of 109 | 64% of 109 | 73% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.09% points | 1.17% points | 1.06% points | 1.01% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | not measured | 68% | 53% | 57% | 73% |
| Run by P7 | not known | not known | Daylynn Pinto · ≥ 3.5 yrs | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | −3.2% | −1.6% | −1.1% | −3.3% | −4.7% | −3.2% |
| 3 years p.a. | 9.1% | 11.5% | 10.4% | 8.6% | 11.1% | 9.2% |
| 5 years p.a. | 10.6% | 10.6% | 12.8% | 7.8% | 12.8% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −16.3% | −17.9% | −15.8% | −15.4% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹54,857 Cr | ₹10,051 Cr | ₹38,599 Cr | ₹52,344 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | — | 4.9 yrs | 5.1 yrs | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | none disclosed | 68 · 47% | 76 · 48% | 69 · 45% | 49 · 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.