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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 | Axis Multicap | Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 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 Axis Multicap share 26% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) 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 Axis Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Axis Multicap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Multicap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Large Cap: no portfolio disclosed for Kotak Mid Cap |
| 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Multicap share 24% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% 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 Axis Multicap share 36% of their portfolios | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 | Axis Multicap | Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 100% of 24 | 100% of 22 | 83% of 109 | 90% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.62% points | 1.45% points | 1.44% points | 0.81% points | 1.21% points |
| Portfolio turned over a year P1 | 45% | not measured | 96% | not measured | 45% | 73% |
| Run by P7 | not known | not known | not known | not known | Vaibhav Dusad · 5.7 yrs | not known |
| 1-year return | −3.2% | 4.2% | 9.8% | 4.8% | −5.3% | −3.2% |
| 3 years p.a. | 9.1% | 17.3% | 20.0% | 18.1% | 10.6% | 9.2% |
| 5 years p.a. | 10.6% | — | — | 16.8% | 10.9% | 5.8% |
| Deepest fall (max drawdown) | −16.4% | −21.0% | −18.1% | −20.9% | −15.4% | −15.5% |
| Assets (AUM) | ₹40,166 Cr | ₹25,937 Cr | ₹9,775 Cr | ₹64,136 Cr | ₹80,822 Cr | ₹30,395 Cr |
| Disclosed history | 1.8 yrs | — | 5.2 yrs | — | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 50 · 53% | none disclosed | 114 · 23% | none disclosed | 93 · 47% | 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.