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 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 | Bandhan Value | Nippon India Value | HDFC Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Large CapLarge Cap | itself | Aditya Birla Sun Life Large Cap and Bandhan Value share 41% of their portfolios | Aditya Birla Sun Life Large Cap and Nippon India Value share 37% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | Aditya Birla Sun Life Large Cap and Axis Large Cap share 57% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Aditya Birla Sun Life Large Cap share 41% of their portfolios | itself | Bandhan Value and Nippon India Value share 37% of their portfolios | Bandhan Value and HDFC Large Cap share 37% of their portfolios | Bandhan Value and Axis Large Cap share 31% of their portfolios |
| Nippon India ValueValue | Nippon India Value and Aditya Birla Sun Life Large Cap share 37% of their portfolios | Nippon India Value and Bandhan Value share 37% of their portfolios | itself | Nippon India Value and HDFC Large Cap share 35% of their portfolios | Nippon India Value and Axis Large Cap share 34% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and Bandhan Value share 37% of their portfolios | HDFC Large Cap and Nippon India Value share 35% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Aditya Birla Sun Life Large Cap share 57% of their portfolios | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and Nippon India Value share 34% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and Axis Large Cap Fund share 57% 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 | Bandhan Value | Nippon India Value | HDFC Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Value | Value | Large Cap | Large Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | Bandhan AMC Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 67% of 109 | 93% of 109 | 51% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% points | 1.17% points | 0.82% points | 0.70% points | 1.21% points |
| Portfolio turned over a year P1 | 53% | 68% | 82% | 45% | 73% |
| Run by P7 | Harish Krishnan · ≥ 6 mo | Daylynn Pinto · ≥ 3.5 yrs | Meenakshi Dawar · 8.3 yrs | not known | not known |
| 1-year return | −4.2% | −1.1% | −2.8% | −3.2% | −3.2% |
| 3 years p.a. | 9.5% | 10.4% | 14.0% | 9.1% | 9.2% |
| 5 years p.a. | 8.9% | 12.8% | 13.4% | 10.6% | 5.8% |
| Deepest fall (max drawdown) | −16.7% | −17.9% | −17.6% | −16.4% | −15.5% |
| Assets (AUM) | ₹29,521 Cr | ₹10,051 Cr | ₹8,875 Cr | ₹40,166 Cr | ₹30,395 Cr |
| Disclosed history | 1.3 yrs | 4.9 yrs | 12 yrs | 1.8 yrs | 5.9 yrs |
| Holdings · top ten weight | 77 · 43% | 68 · 47% | 94 · 36% | 50 · 53% | 49 · 48% |
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.