ANVESHAN
Theme
Create account

Compare

Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.

2 of 6 pickedCompare

Overlap

share of the portfolio the two funds hold in common

Franklin India Large & Mid CapICICI Prudential Large & Mid Cap
Franklin India Large & Mid Cap
itself
17%
ICICI Prudential Large & Mid Cap
17%
itself

Most alike: Franklin India Large & Mid Cap Fund and ICICI Prudential Large & Mid Cap Fund share 17% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.

Side by side

record, cost, returns, drawdown, size

MeasureFranklin India Large & Mid CapICICI Prudential Large & Mid Cap
CategoryLarge & Mid CapLarge & Mid Cap
Share of three-year stretches it beat its category P44% of 10953% of 109
Regular plan costs more than Direct by, a year P50.85%1.03%
Portfolio turned over a year P1125%113%
Run by P7not knownGaurav Jain · 3 mo
1-year return−1.6%0.8%
3 years p.a.11.8%15.3%
5 years p.a.10.0%14.9%
Deepest fall (max drawdown)−17.8%−14.8%
Assets (AUM)₹3,623 Cr₹33,351 Cr
Disclosed history8.1 yrs13 yrs
Holdings · top ten weight49 · 36%123 · 31%

Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.