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 Flexi 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 | Aditya Birla Sun Life Flexi Cap | BANDHAN Small Cap | SBI Large Cap | HDFC Flexi Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi CapFlexi Cap | itself | Aditya Birla Sun Life Flexi Cap and BANDHAN Small Cap share 7% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI Large Cap share 36% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Flexi Cap share 34% of their portfolios | Aditya Birla Sun Life Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios | itself | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios | BANDHAN Small Cap and HDFC Flexi Cap share 7% of their portfolios | BANDHAN Small Cap and Parag Parikh Flexi Cap share 2% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Aditya Birla Sun Life Flexi Cap share 36% of their portfolios | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | SBI Large Cap and HDFC Flexi Cap share 40% of their portfolios | SBI Large Cap and Parag Parikh Flexi Cap share 26% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Aditya Birla Sun Life Flexi Cap share 34% of their portfolios | HDFC Flexi Cap and BANDHAN Small Cap share 7% of their portfolios | HDFC Flexi Cap and SBI Large Cap share 40% of their portfolios | itself | HDFC Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | Parag Parikh Flexi Cap and BANDHAN Small Cap share 2% of their portfolios | Parag Parikh Flexi Cap and SBI Large Cap share 26% of their portfolios | Parag Parikh Flexi Cap and HDFC Flexi Cap share 31% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and HDFC Flexi Cap Fund share 40% 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 | Aditya Birla Sun Life Flexi Cap | BANDHAN Small Cap | SBI Large Cap | HDFC Flexi Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Small Cap | Large Cap | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | Bandhan AMC Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 75% of 44 | 45% of 109 | 68% of 109 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 2.00% points | 0.93% points | 0.81% points | 0.84% points |
| Portfolio turned over a year P1 | 50% | 68% | 59% | 48% | 29% |
| Run by P7 | Dhaval Joshi · ≥ 6 mo | Kirthi Jain · ≥ 2.8 yrs | Saurabh Pant · ≥ 3 mo | not known | Rajeev Thakkar · 13 yrs |
| 1-year return | 7.3% | 10.4% | −1.6% | 0.7% | −5.1% |
| 3 years p.a. | 15.0% | 25.3% | 9.2% | 15.8% | 12.8% |
| 5 years p.a. | 11.6% | 20.0% | 9.0% | 16.6% | 11.5% |
| Deepest fall (max drawdown) | −17.0% | −22.8% | −15.4% | −13.3% | −11.0% |
| Assets (AUM) | ₹27,401 Cr | ₹31,103 Cr | ₹55,417 Cr | ₹1.13 lakh Cr | ₹1.46 lakh Cr |
| Disclosed history | 13 yrs | 4.3 yrs | 5.8 yrs | 2.4 yrs | 5.0 yrs |
| Holdings · top ten weight | 89 · 28% | 265 · 30% | 57 · 47% | 86 · 44% | 116 · 52% |
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.