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 Flexi 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 | SBI FLEXICAP | Nippon India Growth Mid Cap | Mirae Asset Large Cap | ICICI Prudential Flexi Cap |
|---|---|---|---|---|
| SBI FLEXICAPFlexi Cap | itself | SBI FLEXICAP and Nippon India Growth Mid Cap share 18% of their portfolios | SBI FLEXICAP and Mirae Asset Large Cap share 39% of their portfolios | SBI FLEXICAP and ICICI Prudential Flexi Cap share 24% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and SBI FLEXICAP share 18% of their portfolios | itself | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Flexi Cap share 10% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and SBI FLEXICAP share 39% of their portfolios | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | itself | Mirae Asset Large Cap and ICICI Prudential Flexi Cap share 37% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and SBI FLEXICAP share 24% of their portfolios | ICICI Prudential Flexi Cap and Nippon India Growth Mid Cap share 10% of their portfolios | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself |
Closest pair: SBI FLEXICAP FUND and Mirae Asset Large Cap Fund share 39% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | SBI FLEXICAP | Nippon India Growth Mid Cap | Mirae Asset Large Cap | ICICI Prudential Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Large Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Nippon Life India Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 87% of 109 | 64% of 109 | 96% of 27 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 0.86% points | 1.06% points | 1.28% points |
| Portfolio turned over a year P1 | 129% | 52% | 53% | 52% |
| Run by P7 | Anup Upadhyay · ≥ 3 mo | Rupesh Patel · 3.6 yrs | Gaurav Misra · 7.7 yrs | Rajat Chandak · 5.2 yrs |
| 1-year return | −2.1% | 7.0% | −3.3% | 3.8% |
| 3 years p.a. | 8.6% | 18.6% | 8.6% | 16.2% |
| 5 years p.a. | 8.2% | 18.0% | 7.8% | 15.0% |
| Deepest fall (max drawdown) | −16.0% | −19.9% | −15.8% | −19.7% |
| Assets (AUM) | ₹22,888 Cr | ₹48,143 Cr | ₹38,599 Cr | ₹25,256 Cr |
| Disclosed history | 5.8 yrs | 14 yrs | 5.1 yrs | 5.2 yrs |
| Holdings · top ten weight | 71 · 36% | 105 · 25% | 76 · 48% | 80 · 45% |
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.