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 | HSBC Value | HDFC Value | Nippon India Large Cap |
|---|---|---|---|---|
| Aditya Birla Sun Life Large CapLarge Cap | itself | Aditya Birla Sun Life Large Cap and HSBC Value share 36% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Value share 49% of their portfolios | Aditya Birla Sun Life Large Cap and Nippon India Large Cap share 55% of their portfolios |
| HSBC ValueValue | HSBC Value and Aditya Birla Sun Life Large Cap share 36% of their portfolios | itself | HSBC Value and HDFC Value share 34% of their portfolios | HSBC Value and Nippon India Large Cap share 31% of their portfolios |
| HDFC ValueValue | HDFC Value and Aditya Birla Sun Life Large Cap share 49% of their portfolios | HDFC Value and HSBC Value share 34% of their portfolios | itself | HDFC Value and Nippon India Large Cap share 43% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Aditya Birla Sun Life Large Cap share 55% of their portfolios | Nippon India Large Cap and HSBC Value share 31% of their portfolios | Nippon India Large Cap and HDFC Value share 43% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and Nippon India Large Cap 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 | HSBC Value | HDFC Value | Nippon India Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Value | Value | Large Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | HSBC Asset Management (India) Private Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 52% of 109 | 100% of 11 | 53% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% points | 1.12% points | 1.07% points | 1.01% points |
| Portfolio turned over a year P1 | 53% | 75% | 54% | 57% |
| Run by P7 | Harish Krishnan · ≥ 6 mo | Venugopal Manghat · 14 yrs | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −4.2% | 2.4% | 5.9% | −4.7% |
| 3 years p.a. | 9.5% | 15.9% | 16.2% | 11.1% |
| 5 years p.a. | 8.9% | — | 13.9% | 12.8% |
| Deepest fall (max drawdown) | −16.7% | −19.6% | −18.2% | −15.4% |
| Assets (AUM) | ₹29,521 Cr | ₹15,373 Cr | ₹8,150 Cr | ₹52,344 Cr |
| Disclosed history | 1.3 yrs | 3.8 yrs | 10 mo | 13 yrs |
| Holdings · top ten weight | 77 · 43% | 86 · 32% | 80 · 32% | 69 · 45% |
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.