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 | HDFC Multi Cap | Axis Multicap | Mahindra Manulife Multi Cap | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and HDFC Multi Cap share 31% of their portfolios | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and HDFC Large Cap share 31% of their portfolios | itself | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | HDFC Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | itself | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and HDFC Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | itself | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 17% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and HDFC Multi Cap share 32% of their portfolios | Axis Large Cap and Axis Multicap share 36% of their portfolios | Axis Large Cap and Mahindra Manulife Multi Cap share 18% of their portfolios | itself | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios |
| 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 HDFC Multi Cap share 35% of their portfolios | 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 Mahindra Manulife Multi Cap share 17% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% 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 | HDFC Multi Cap | Axis Multicap | Mahindra Manulife Multi Cap | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Mahindra Manulife Investment Management Pvt Ltd | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 73% of 22 | 100% of 22 | 99% of 77 | 47% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.30% points | 1.45% points | 2.04% points | 1.21% points | 0.81% points |
| Portfolio turned over a year P1 | 45% | 79% | 96% | 151% | 73% | 45% |
| Run by P7 | not known | not known | not known | Vishal Jajoo · 10 mo | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −3.2% | −2.2% | 9.8% | 12.5% | −3.2% | −5.3% |
| 3 years p.a. | 9.1% | 12.0% | 20.0% | 17.9% | 9.2% | 10.6% |
| 5 years p.a. | 10.6% | — | — | 16.0% | 5.8% | 10.9% |
| Deepest fall (max drawdown) | −16.4% | −20.2% | −18.1% | −20.2% | −15.5% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹20,765 Cr | ₹9,775 Cr | ₹7,471 Cr | ₹30,395 Cr | ₹80,822 Cr |
| Disclosed history | 1.8 yrs | 2.4 yrs | 5.2 yrs | 9.4 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | 127 · 23% | 114 · 23% | 73 · 38% | 49 · 48% | 93 · 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.