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 | Kotak Multi Cap | BANDHAN Small Cap | SBI Large Cap | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and Axis Large Cap share 50% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis 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 | Kotak Multi Cap | BANDHAN Small Cap | SBI Large Cap | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Small Cap | Large Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 100% of 24 | 75% of 44 | 45% of 109 | 64% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.62% points | 2.00% points | 0.93% points | 1.06% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | not measured | 68% | 59% | 53% | 73% |
| Run by P7 | not known | not known | Kirthi Jain · ≥ 2.8 yrs | Saurabh Pant · ≥ 3 mo | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | −3.2% | 4.2% | 10.4% | −1.6% | −3.3% | −3.2% |
| 3 years p.a. | 9.1% | 17.3% | 25.3% | 9.2% | 8.6% | 9.2% |
| 5 years p.a. | 10.6% | — | 20.0% | 9.0% | 7.8% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −21.0% | −22.8% | −15.4% | −15.8% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹25,937 Cr | ₹31,103 Cr | ₹55,417 Cr | ₹38,599 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | — | 4.3 yrs | 5.8 yrs | 5.1 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | none disclosed | 265 · 30% | 57 · 47% | 76 · 48% | 49 · 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.