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 | BANDHAN Small Cap | Nippon India Multi Cap | Kotak Multi Cap | Axis Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | itself | BANDHAN Small Cap and Nippon India Multi Cap share 8% of their portfolios | BANDHAN Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and Mirae Asset 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 BANDHAN Small Cap share 8% of their portfolios | itself | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Multi Cap and Axis Large Cap share 34% of their portfolios | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and Nippon India Multi Cap share 34% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Axis Large Cap and Mirae Asset Large Cap share 58% 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 BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios | Mirae Asset Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Mirae Asset Large Cap Fund share 58% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Multi 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 | BANDHAN Small Cap | Nippon India Multi Cap | Kotak Multi Cap | Axis Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Small Cap | Multi Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Bandhan AMC Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 75% of 44 | 50% of 109 | 100% of 24 | 47% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 2.00% points | 0.84% points | 1.62% points | 1.21% points | 1.06% points |
| Portfolio turned over a year P1 | 45% | 68% | 66% | not measured | 73% | 53% |
| Run by P7 | not known | Kirthi Jain · ≥ 2.8 yrs | Sailesh Raj Bhan · 21 yrs | not known | not known | Gaurav Misra · 7.7 yrs |
| 1-year return | −3.2% | 10.4% | −1.4% | 4.2% | −3.2% | −3.3% |
| 3 years p.a. | 9.1% | 25.3% | 13.5% | 17.3% | 9.2% | 8.6% |
| 5 years p.a. | 10.6% | 20.0% | 16.4% | — | 5.8% | 7.8% |
| Deepest fall (max drawdown) | −16.4% | −22.8% | −18.6% | −21.0% | −15.5% | −15.8% |
| Assets (AUM) | ₹40,166 Cr | ₹31,103 Cr | ₹53,760 Cr | ₹25,937 Cr | ₹30,395 Cr | ₹38,599 Cr |
| Disclosed history | 1.8 yrs | 4.3 yrs | 14 yrs | — | 5.9 yrs | 5.1 yrs |
| Holdings · top ten weight | 50 · 53% | 265 · 30% | 123 · 29% | none disclosed | 49 · 48% | 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.