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 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 | Aditya Birla Sun Life Large Cap | Nippon India Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|
| SBI FLEXICAPFlexi Cap | itself | SBI FLEXICAP and Aditya Birla Sun Life Large Cap share 39% of their portfolios | SBI FLEXICAP and Nippon India Large Cap share 31% of their portfolios | SBI FLEXICAP and HDFC Flexi Cap share 33% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and SBI FLEXICAP share 39% of their portfolios | itself | Aditya Birla Sun Life Large Cap and Nippon India Large Cap share 55% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Flexi Cap share 45% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and SBI FLEXICAP share 31% of their portfolios | Nippon India Large Cap and Aditya Birla Sun Life Large Cap share 55% of their portfolios | itself | Nippon India Large Cap and HDFC Flexi Cap share 41% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and SBI FLEXICAP share 33% of their portfolios | HDFC Flexi Cap and Aditya Birla Sun Life Large Cap share 45% of their portfolios | HDFC Flexi Cap and Nippon India Large Cap share 41% 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 | SBI FLEXICAP | Aditya Birla Sun Life Large Cap | Nippon India Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 52% of 109 | 73% of 109 | 68% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 0.87% points | 1.01% points | 0.81% points |
| Portfolio turned over a year P1 | 129% | 53% | 57% | 48% |
| Run by P7 | Anup Upadhyay · ≥ 3 mo | Harish Krishnan · ≥ 6 mo | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | −2.1% | −4.2% | −4.7% | 0.7% |
| 3 years p.a. | 8.6% | 9.5% | 11.1% | 15.8% |
| 5 years p.a. | 8.2% | 8.9% | 12.8% | 16.6% |
| Deepest fall (max drawdown) | −16.0% | −16.7% | −15.4% | −13.3% |
| Assets (AUM) | ₹22,888 Cr | ₹29,521 Cr | ₹52,344 Cr | ₹1.13 lakh Cr |
| Disclosed history | 5.8 yrs | 1.3 yrs | 13 yrs | 2.4 yrs |
| Holdings · top ten weight | 71 · 36% | 77 · 43% | 69 · 45% | 86 · 44% |
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.