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.
5 of 6 chosen
Add another Mid 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 | SBI MIDCAP | UTI - Flexi Cap Fund. | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and UTI - Flexi Cap Fund. share 4% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 6% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and SBI MIDCAP share 4% of their portfolios | itself | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | itself | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MIDCAP share 6% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI - Flexi Cap Fund. share 27% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% 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 | SBI MIDCAP | UTI - Flexi Cap Fund. | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 40% of 109 | 47% of 109 | 90% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.68% points | 1.21% points | 0.81% points | 1.36% points |
| Portfolio turned over a year P1 | 80% | 41% | 73% | 45% | 80% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Ajay Tyagi · 11 yrs | not known | Vaibhav Dusad · 5.7 yrs | not known |
| 1-year return | 3.8% | −2.3% | −3.2% | −5.3% | 6.9% |
| 3 years p.a. | 11.0% | 8.4% | 9.2% | 10.6% | 17.1% |
| 5 years p.a. | 13.5% | 4.9% | 5.8% | 10.9% | 13.5% |
| Deepest fall (max drawdown) | −17.9% | −20.1% | −15.5% | −15.4% | −19.5% |
| Assets (AUM) | ₹24,349 Cr | ₹23,434 Cr | ₹30,395 Cr | ₹80,822 Cr | ₹32,454 Cr |
| Disclosed history | 5.8 yrs | 12 yrs | 5.9 yrs | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 64 · 28% | 62 · 44% | 49 · 48% | 93 · 47% | 91 · 30% |
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.