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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Bandhan Value | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| SBI Large CapLarge Cap | itself | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios | SBI Large Cap and Bandhan Value share 37% of their portfolios | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Bandhan Value share 46% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios |
| Bandhan ValueValue | Bandhan Value and SBI Large Cap share 37% of their portfolios | Bandhan Value and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 46% of their portfolios | itself | Bandhan Value and Mirae Asset Large Cap share 43% of their portfolios | Bandhan Value and Axis Large Cap share 31% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | Mirae Asset Large Cap and Bandhan Value share 43% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap Fund share 62% 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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Bandhan Value | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Value | Large Cap | Large Cap |
| Fund house | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 90% of 109 | 67% of 109 | 64% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 0.81% points | 1.17% points | 1.06% points | 1.21% points |
| Portfolio turned over a year P1 | 59% | 45% | 68% | 53% | 73% |
| Run by P7 | Saurabh Pant · ≥ 3 mo | Vaibhav Dusad · 5.7 yrs | Daylynn Pinto · ≥ 3.5 yrs | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | −1.6% | −5.3% | −1.1% | −3.3% | −3.2% |
| 3 years p.a. | 9.2% | 10.6% | 10.4% | 8.6% | 9.2% |
| 5 years p.a. | 9.0% | 10.9% | 12.8% | 7.8% | 5.8% |
| Deepest fall (max drawdown) | −15.4% | −15.4% | −17.9% | −15.8% | −15.5% |
| Assets (AUM) | ₹55,417 Cr | ₹80,822 Cr | ₹10,051 Cr | ₹38,599 Cr | ₹30,395 Cr |
| Disclosed history | 5.8 yrs | 13 yrs | 4.9 yrs | 5.1 yrs | 5.9 yrs |
| Holdings · top ten weight | 57 · 47% | 93 · 47% | 68 · 47% | 76 · 48% | 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.