Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | Axis Small Cap | UTI - Flexi Cap Fund. | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Axis Small Cap share 5% of their portfolios | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and HDFC Large Cap share 5% of their portfolios | itself | Axis Small Cap and UTI - Flexi Cap Fund. share 6% of their portfolios | Axis Small Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 3% of their portfolios | Axis Small Cap and Mirae Asset Large Cap share 5% 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 Axis Small Cap share 6% of their portfolios | itself | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Small Cap share 3% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI - Flexi Cap Fund. share 27% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% 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 Axis Small Cap share 5% of their portfolios | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap Fund share 62% 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 | Axis Small Cap | UTI - Flexi Cap Fund. | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Small Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | ICICI Prudential Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 42% of 109 | 40% of 109 | 90% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.44% points | 0.68% points | 0.81% points | 1.06% points |
| Portfolio turned over a year P1 | 45% | 63% | 41% | 45% | 53% |
| Run by P7 | not known | not known | Ajay Tyagi · 11 yrs | Vaibhav Dusad · 5.7 yrs | Gaurav Misra · 7.7 yrs |
| 1-year return | −3.2% | 10.0% | −2.3% | −5.3% | −3.3% |
| 3 years p.a. | 9.1% | 16.2% | 8.4% | 10.6% | 8.6% |
| 5 years p.a. | 10.6% | 16.4% | 4.9% | 10.9% | 7.8% |
| Deepest fall (max drawdown) | −16.4% | −19.4% | −20.1% | −15.4% | −15.8% |
| Assets (AUM) | ₹40,166 Cr | ₹27,535 Cr | ₹23,434 Cr | ₹80,822 Cr | ₹38,599 Cr |
| Disclosed history | 1.8 yrs | 5.9 yrs | 12 yrs | 13 yrs | 5.1 yrs |
| Holdings · top ten weight | 50 · 53% | 132 · 25% | 62 · 44% | 93 · 47% | 76 · 48% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.