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 | Mahindra Manulife Multi Cap | Quant Multi Cap | Nippon India Multi Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and HDFC Large Cap share 16% of their portfolios | itself | Mahindra Manulife Multi Cap and Quant Multi Cap share 11% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Large Cap share 20% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | Quant Multi Cap and Mahindra Manulife Multi Cap share 11% of their portfolios | itself | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios | Quant Multi Cap and Nippon India Large Cap share 7% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios | itself | Nippon India Multi Cap and Nippon India Large Cap share 55% 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 Mahindra Manulife Multi Cap share 20% of their portfolios | Nippon India Large Cap and Quant Multi Cap share 7% of their portfolios | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and Nippon India Large Cap Fund share 55% 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 | Mahindra Manulife Multi Cap | Quant Multi Cap | Nippon India Multi Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Multi Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Mahindra Manulife Investment Management Pvt Ltd | quant Money Managers Limited | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 99% of 77 | 73% of 109 | 50% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 2.04% points | 0.93% points | 0.84% points | 1.01% points |
| Portfolio turned over a year P1 | 45% | 151% | 88% | 66% | 57% |
| Run by P7 | not known | Vishal Jajoo · 10 mo | Ankit Pande · ≥ 2.5 yrs | Sailesh Raj Bhan · 21 yrs | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | 12.5% | 4.9% | −1.4% | −4.7% |
| 3 years p.a. | 9.1% | 17.9% | 10.5% | 13.5% | 11.1% |
| 5 years p.a. | 10.6% | 16.0% | 11.7% | 16.4% | 12.8% |
| Deepest fall (max drawdown) | −16.4% | −20.2% | −25.3% | −18.6% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹7,471 Cr | ₹7,717 Cr | ₹53,760 Cr | ₹52,344 Cr |
| Disclosed history | 1.8 yrs | 9.4 yrs | 6.9 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | 73 · 38% | 74 · 53% | 123 · 29% | 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.