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 | ICICI Prudential Flexi Cap | Franklin India Flexi Cap | Kotak Flexi Cap | Axis Large Cap | SBI Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and ICICI Prudential Flexi Cap share 29% of their portfolios | HDFC Large Cap and Franklin India Flexi Cap share 43% of their portfolios | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and HDFC Large Cap share 29% of their portfolios | itself | ICICI Prudential Flexi Cap and Franklin India Flexi Cap share 34% of their portfolios | ICICI Prudential Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | ICICI Prudential Flexi Cap and Axis Large Cap share 39% of their portfolios | ICICI Prudential Flexi Cap and SBI Large Cap share 35% of their portfolios |
| Franklin India Flexi CapFlexi Cap | Franklin India Flexi Cap and HDFC Large Cap share 43% of their portfolios | Franklin India Flexi Cap and ICICI Prudential Flexi Cap share 34% of their portfolios | itself | Franklin India Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Franklin India Flexi Cap and Axis Large Cap share 50% of their portfolios | Franklin India Flexi Cap and SBI Large Cap share 41% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and ICICI Prudential Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Axis Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI Large Cap: no portfolio disclosed for Kotak Flexi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and ICICI Prudential Flexi Cap share 39% of their portfolios | Axis Large Cap and Franklin India Flexi Cap share 50% of their portfolios | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and ICICI Prudential Flexi Cap share 35% of their portfolios | SBI Large Cap and Franklin India Flexi Cap share 41% of their portfolios | SBI Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% 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 | ICICI Prudential Flexi Cap | Franklin India Flexi Cap | Kotak Flexi Cap | Axis Large Cap | SBI Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Franklin Templeton Asset Management (India) Private Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 96% of 27 | 62% of 109 | 45% of 109 | 47% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.28% points | 1.00% points | 1.09% points | 1.21% points | 0.93% points |
| Portfolio turned over a year P1 | 45% | 52% | 55% | not measured | 73% | 59% |
| Run by P7 | not known | Rajat Chandak · 5.2 yrs | not known | not known | not known | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | 3.8% | −3.8% | −1.6% | −3.2% | −1.6% |
| 3 years p.a. | 9.1% | 16.2% | 11.2% | 11.5% | 9.2% | 9.2% |
| 5 years p.a. | 10.6% | 15.0% | 11.5% | 10.6% | 5.8% | 9.0% |
| Deepest fall (max drawdown) | −16.4% | −19.7% | −16.4% | −16.3% | −15.5% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹25,256 Cr | ₹19,599 Cr | ₹54,857 Cr | ₹30,395 Cr | ₹55,417 Cr |
| Disclosed history | 1.8 yrs | 5.2 yrs | 8.0 yrs | — | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 50 · 53% | 80 · 45% | 60 · 43% | none disclosed | 49 · 48% | 57 · 47% |
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.