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 | Axis Multicap | SBI MultiCap | Nippon India Growth Mid Cap | SBI Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Large Cap share 26% of their portfolios | itself | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Nippon India Growth Mid Cap share 26% of their portfolios | Axis Multicap and SBI Large Cap share 24% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | itself | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios | SBI MultiCap and SBI Large Cap share 26% of their portfolios | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Axis Multicap share 26% of their portfolios | Nippon India Growth Mid Cap and SBI MultiCap share 15% of their portfolios | itself | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 12% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Axis Multicap share 24% of their portfolios | SBI Large Cap and SBI MultiCap share 26% of their portfolios | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | itself | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% 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 Axis Multicap share 24% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Growth Mid Cap share 12% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% 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 | Axis Multicap | SBI MultiCap | Nippon India Growth Mid Cap | SBI Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 100% of 22 | 0% of 19 | 87% of 109 | 45% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 1.45% points | 1.00% points | 0.86% points | 0.93% points | 0.81% points |
| Portfolio turned over a year P1 | 45% | 96% | 85% | 52% | 59% | 45% |
| Run by P7 | not known | not known | Bectors Food · ≥ 3 mo | Rupesh Patel · 3.6 yrs | Saurabh Pant · ≥ 3 mo | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −3.2% | 9.8% | −0.6% | 7.0% | −1.6% | −5.3% |
| 3 years p.a. | 9.1% | 20.0% | 13.3% | 18.6% | 9.2% | 10.6% |
| 5 years p.a. | 10.6% | — | — | 18.0% | 9.0% | 10.9% |
| Deepest fall (max drawdown) | −16.4% | −18.1% | −15.1% | −19.9% | −15.4% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹9,775 Cr | ₹24,138 Cr | ₹48,143 Cr | ₹55,417 Cr | ₹80,822 Cr |
| Disclosed history | 1.8 yrs | 5.2 yrs | 3.7 yrs | 14 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | 114 · 23% | 72 · 30% | 105 · 25% | 57 · 47% | 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.