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.
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 | DSP Midcap | SBI MIDCAP | SBI Large Cap |
|---|---|---|---|---|
| Aditya Birla Sun Life Large CapLarge Cap | itself | Aditya Birla Sun Life Large Cap and DSP Midcap share 14% of their portfolios | Aditya Birla Sun Life Large Cap and SBI MIDCAP share 4% of their portfolios | Aditya Birla Sun Life Large Cap and SBI Large Cap share 53% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Aditya Birla Sun Life Large Cap share 14% of their portfolios | itself | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and SBI Large Cap share 13% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Aditya Birla Sun Life Large Cap share 4% of their portfolios | SBI MIDCAP and DSP Midcap share 20% of their portfolios | itself | SBI MIDCAP and SBI Large Cap share 12% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Aditya Birla Sun Life Large Cap share 53% of their portfolios | SBI Large Cap and DSP Midcap share 13% of their portfolios | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and SBI Large Cap Fund share 53% 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 | DSP Midcap | SBI MIDCAP | SBI Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | DSP Asset Managers Private Limited | SBI Funds Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 43% of 109 | 38% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% points | 1.02% points | 1.09% points | 0.93% points |
| Portfolio turned over a year P1 | 53% | 56% | 80% | 59% |
| Run by P7 | Harish Krishnan · ≥ 6 mo | Vinit Sambre · ≥ 1.2 yrs | Bhavin Vithlani · ≥ 3 mo | Saurabh Pant · ≥ 3 mo |
| 1-year return | −4.2% | 3.6% | 3.8% | −1.6% |
| 3 years p.a. | 9.5% | 14.6% | 11.0% | 9.2% |
| 5 years p.a. | 8.9% | 11.8% | 13.5% | 9.0% |
| Deepest fall (max drawdown) | −16.7% | −21.2% | −17.9% | −15.4% |
| Assets (AUM) | ₹29,521 Cr | ₹20,871 Cr | ₹24,349 Cr | ₹55,417 Cr |
| Disclosed history | 1.3 yrs | 13 yrs | 5.8 yrs | 5.8 yrs |
| Holdings · top ten weight | 77 · 43% | 66 · 30% | 64 · 28% | 57 · 47% |
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.