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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 of 6 chosen
Add another Large 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 Large Cap | UTI - Flexi Cap Fund. | HDFC Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|
| Aditya Birla Sun Life Large CapLarge Cap | itself | Aditya Birla Sun Life Large Cap and UTI - Flexi Cap Fund. share 32% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Flexi Cap share 45% of their portfolios | Aditya Birla Sun Life Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Aditya Birla Sun Life Large Cap share 32% of their portfolios | itself | UTI - Flexi Cap Fund. and HDFC Flexi Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Aditya Birla Sun Life Large Cap share 45% of their portfolios | HDFC Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | itself | HDFC Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 46% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life Large Cap share 55% 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 HDFC Flexi Cap share 46% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% 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 | Aditya Birla Sun Life Large Cap | UTI - Flexi Cap Fund. | HDFC Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Large Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | UTI Asset Mgmt. Co. Ltd. | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 40% of 109 | 68% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% points | 0.68% points | 0.81% points | 0.81% points |
| Portfolio turned over a year P1 | 53% | 41% | 48% | 45% |
| Run by P7 | Harish Krishnan · ≥ 6 mo | Ajay Tyagi · 11 yrs | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −4.2% | −2.3% | 0.7% | −5.3% |
| 3 years p.a. | 9.5% | 8.4% | 15.8% | 10.6% |
| 5 years p.a. | 8.9% | 4.9% | 16.6% | 10.9% |
| Deepest fall (max drawdown) | −16.7% | −20.1% | −13.3% | −15.4% |
| Assets (AUM) | ₹29,521 Cr | ₹23,434 Cr | ₹1.13 lakh Cr | ₹80,822 Cr |
| Disclosed history | 1.3 yrs | 12 yrs | 2.4 yrs | 13 yrs |
| Holdings · top ten weight | 77 · 43% | 62 · 44% | 86 · 44% | 93 · 47% |
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.