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.
Overlap
share of the portfolio the two funds hold in common
| Aditya Birla Sun Life Large Cap | HDFC Large Cap | |
|---|---|---|
| Aditya Birla Sun Life Large Cap | itself | 50% |
| HDFC Large Cap | 50% | itself |
Most alike: Aditya Birla Sun Life Large Cap Fund and HDFC Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Aditya Birla Sun Life Large Cap | HDFC Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% | 0.70% |
| Portfolio turned over a year P1 | 53% | 45% |
| Run by P7 | Harish Krishnan · ≥ 6 mo | not known |
| 1-year return | −4.2% | −3.2% |
| 3 years p.a. | 9.5% | 9.1% |
| 5 years p.a. | 8.9% | 10.6% |
| Deepest fall (max drawdown) | −16.7% | −16.4% |
| Assets (AUM) | ₹29,521 Cr | ₹40,166 Cr |
| Disclosed history | 1.3 yrs | 1.8 yrs |
| Holdings · top ten weight | 77 · 43% | 50 · 53% |
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.