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 | Canara Robeco Large Cap | Nippon India Large Cap | Axis Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Canara Robeco Large Cap share 1% of their portfolios | SBI MIDCAP and Nippon India Large Cap share 4% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and SBI MIDCAP share 1% of their portfolios | itself | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and Nippon India Growth Mid Cap share 16% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios | Nippon India Large Cap and Canara Robeco Large Cap share 63% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | Nippon India Large Cap and Nippon India Growth Mid Cap share 19% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Canara Robeco Large Cap share 16% of their portfolios | Nippon India Growth Mid Cap and Nippon India Large Cap share 19% of their portfolios | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Axis Large Cap Fund share 71% 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 | Canara Robeco Large Cap | Nippon India Large Cap | Axis Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Canara Robeco Asset Management Company Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 72% of 109 | 73% of 109 | 47% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.38% points | 1.01% points | 1.21% points | 0.86% points |
| Portfolio turned over a year P1 | 80% | 40% | 57% | 73% | 52% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Shridatta Bhandwaldar · ≥ 1.1 yrs | Sailesh Raj Bhan · 19 yrs | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.8% | −4.0% | −4.7% | −3.2% | 7.0% |
| 3 years p.a. | 11.0% | 10.4% | 11.1% | 9.2% | 18.6% |
| 5 years p.a. | 13.5% | 9.0% | 12.8% | 5.8% | 18.0% |
| Deepest fall (max drawdown) | −17.9% | −14.8% | −15.4% | −15.5% | −19.9% |
| Assets (AUM) | ₹24,349 Cr | ₹17,092 Cr | ₹52,344 Cr | ₹30,395 Cr | ₹48,143 Cr |
| Disclosed history | 5.8 yrs | 4.8 yrs | 13 yrs | 5.9 yrs | 14 yrs |
| Holdings · top ten weight | 64 · 28% | 63 · 47% | 69 · 45% | 49 · 48% | 105 · 25% |
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.