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 | SBI Large Cap | HDFC Value | Nippon India Large Cap | Axis Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|
| SBI Large CapLarge Cap | itself | SBI Large Cap and HDFC Value share 40% of their portfolios | SBI Large Cap and Nippon India Large Cap share 51% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios | SBI Large Cap and Canara Robeco Large Cap share 55% of their portfolios |
| HDFC ValueValue | HDFC Value and SBI Large Cap share 40% of their portfolios | itself | HDFC Value and Nippon India Large Cap share 43% of their portfolios | HDFC Value and Axis Large Cap share 41% of their portfolios | HDFC Value and Canara Robeco Large Cap share 47% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and SBI Large Cap share 51% of their portfolios | Nippon India Large Cap and HDFC Value share 43% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | Nippon India Large Cap and Canara Robeco Large Cap share 63% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and HDFC Value share 41% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and SBI Large Cap share 55% of their portfolios | Canara Robeco Large Cap and HDFC Value share 47% of their portfolios | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Canara Robeco Large Cap Fund share 71% 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 Large Cap | HDFC Value | Nippon India Large Cap | Axis Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Value | Large Cap | Large Cap | Large Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Canara Robeco Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 53% of 109 | 73% of 109 | 47% of 109 | 72% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.07% points | 1.01% points | 1.21% points | 1.38% points |
| Portfolio turned over a year P1 | 59% | 54% | 57% | 73% | 40% |
| Run by P7 | Saurabh Pant · ≥ 3 mo | not known | Sailesh Raj Bhan · 19 yrs | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs |
| 1-year return | −1.6% | 5.9% | −4.7% | −3.2% | −4.0% |
| 3 years p.a. | 9.2% | 16.2% | 11.1% | 9.2% | 10.4% |
| 5 years p.a. | 9.0% | 13.9% | 12.8% | 5.8% | 9.0% |
| Deepest fall (max drawdown) | −15.4% | −18.2% | −15.4% | −15.5% | −14.8% |
| Assets (AUM) | ₹55,417 Cr | ₹8,150 Cr | ₹52,344 Cr | ₹30,395 Cr | ₹17,092 Cr |
| Disclosed history | 5.8 yrs | 10 mo | 13 yrs | 5.9 yrs | 4.8 yrs |
| Holdings · top ten weight | 57 · 47% | 80 · 32% | 69 · 45% | 49 · 48% | 63 · 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.