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 | ICICI Prudential Multi Cap | SBI MultiCap | Mirae Asset Large Cap |
|---|---|---|---|---|
| Aditya Birla Sun Life Large CapLarge Cap | itself | Aditya Birla Sun Life Large Cap and ICICI Prudential Multi Cap share 17% of their portfolios | Aditya Birla Sun Life Large Cap and SBI MultiCap share 20% of their portfolios | Aditya Birla Sun Life Large Cap and Mirae Asset Large Cap share 61% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Aditya Birla Sun Life Large Cap share 17% of their portfolios | itself | ICICI Prudential Multi Cap and SBI MultiCap share 15% of their portfolios | ICICI Prudential Multi Cap and Mirae Asset Large Cap share 13% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Aditya Birla Sun Life Large Cap share 20% of their portfolios | SBI MultiCap and ICICI Prudential Multi Cap share 15% of their portfolios | itself | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Aditya Birla Sun Life Large Cap share 61% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios | Mirae Asset Large Cap and SBI MultiCap share 20% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and Mirae Asset Large Cap Fund share 61% 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 | ICICI Prudential Multi Cap | SBI MultiCap | Mirae Asset Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Large Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 49% of 109 | 0% of 19 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% points | 1.03% points | 1.00% points | 1.06% points |
| Portfolio turned over a year P1 | 53% | 108% | 85% | 53% |
| Run by P7 | Harish Krishnan · ≥ 6 mo | Lalit Kumar · 1.1 yrs | Bectors Food · ≥ 3 mo | Gaurav Misra · 7.7 yrs |
| 1-year return | −4.2% | 6.8% | −0.6% | −3.3% |
| 3 years p.a. | 9.5% | 15.9% | 13.3% | 8.6% |
| 5 years p.a. | 8.9% | 15.0% | — | 7.8% |
| Deepest fall (max drawdown) | −16.7% | −17.3% | −15.1% | −15.8% |
| Assets (AUM) | ₹29,521 Cr | ₹19,305 Cr | ₹24,138 Cr | ₹38,599 Cr |
| Disclosed history | 1.3 yrs | 11 yrs | 3.7 yrs | 5.1 yrs |
| Holdings · top ten weight | 77 · 43% | 167 · 24% | 72 · 30% | 76 · 48% |
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.