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 | Mirae Asset Large Cap | HDFC Large Cap | UTI Value | Axis Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and UTI Value share 9% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and UTI Value share 49% of their portfolios | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and UTI Value share 39% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios |
| UTI ValueValue | UTI Value and SBI MIDCAP share 9% of their portfolios | UTI Value and Mirae Asset Large Cap share 49% of their portfolios | UTI Value and HDFC Large Cap share 39% of their portfolios | itself | UTI Value and Axis Midcap share 10% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and UTI Value share 10% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and HDFC Large Cap Fund share 49% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | Mirae Asset Large Cap | HDFC Large Cap | UTI Value | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Value | Mid Cap |
| Fund house | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 64% of 109 | 51% of 109 | 37% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.06% points | 0.70% points | 0.79% points | 1.36% points |
| Portfolio turned over a year P1 | 80% | 53% | 45% | 47% | 80% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Gaurav Misra · 7.7 yrs | not known | Amit Premchandani · 8.6 yrs | not known |
| 1-year return | 3.8% | −3.3% | −3.2% | −4.1% | 6.9% |
| 3 years p.a. | 11.0% | 8.6% | 9.1% | 12.1% | 17.1% |
| 5 years p.a. | 13.5% | 7.8% | 10.6% | 11.0% | 13.5% |
| Deepest fall (max drawdown) | −17.9% | −15.8% | −16.4% | −17.2% | −19.5% |
| Assets (AUM) | ₹24,349 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹9,603 Cr | ₹32,454 Cr |
| Disclosed history | 5.8 yrs | 5.1 yrs | 1.8 yrs | 12 yrs | 5.9 yrs |
| Holdings · top ten weight | 64 · 28% | 76 · 48% | 50 · 53% | 71 · 41% | 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.