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 | Canara Robeco Large Cap | Parag Parikh Flexi Cap | ICICI Prudential Flexi Cap | Mirae Asset Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | HDFC Large Cap and ICICI Prudential Flexi Cap share 29% 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 |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | itself | Canara Robeco Large Cap and Parag Parikh Flexi Cap share 34% of their portfolios | Canara Robeco Large Cap and ICICI Prudential Flexi Cap share 40% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | Parag Parikh Flexi Cap and Canara Robeco Large Cap share 34% of their portfolios | itself | Parag Parikh Flexi Cap and ICICI Prudential Flexi Cap share 23% of their portfolios | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | Parag Parikh Flexi Cap and Nippon India Large Cap share 36% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and HDFC Large Cap share 29% of their portfolios | ICICI Prudential Flexi Cap and Canara Robeco Large Cap share 40% of their portfolios | ICICI Prudential Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | itself | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | ICICI Prudential Flexi Cap and Nippon India Large Cap share 35% 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 Canara Robeco Large Cap share 65% of their portfolios | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Flexi Cap share 37% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Large Cap share 59% 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 Canara Robeco Large Cap share 63% of their portfolios | Nippon India Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | Nippon India Large Cap and ICICI Prudential Flexi Cap share 35% of their portfolios | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Mirae Asset Large Cap Fund share 65% 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 | Canara Robeco Large Cap | Parag Parikh Flexi Cap | ICICI Prudential Flexi Cap | Mirae Asset Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | ICICI Prudential Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 72% of 109 | 91% of 109 | 96% of 27 | 64% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.38% points | 0.84% points | 1.28% points | 1.06% points | 1.01% points |
| Portfolio turned over a year P1 | 45% | 40% | 29% | 52% | 53% | 57% |
| Run by P7 | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | Rajeev Thakkar · 13 yrs | Rajat Chandak · 5.2 yrs | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | −4.0% | −5.1% | 3.8% | −3.3% | −4.7% |
| 3 years p.a. | 9.1% | 10.4% | 12.8% | 16.2% | 8.6% | 11.1% |
| 5 years p.a. | 10.6% | 9.0% | 11.5% | 15.0% | 7.8% | 12.8% |
| Deepest fall (max drawdown) | −16.4% | −14.8% | −11.0% | −19.7% | −15.8% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹17,092 Cr | ₹1.46 lakh Cr | ₹25,256 Cr | ₹38,599 Cr | ₹52,344 Cr |
| Disclosed history | 1.8 yrs | 4.8 yrs | 5.0 yrs | 5.2 yrs | 5.1 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | 63 · 47% | 116 · 52% | 80 · 45% | 76 · 48% | 69 · 45% |
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.