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 | Canara Robeco Large Cap | Aditya Birla Sun Life Flexi Cap | HDFC Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| SBI Large CapLarge Cap | itself | SBI Large Cap and Canara Robeco Large Cap share 55% of their portfolios | SBI Large Cap and Aditya Birla Sun Life Flexi Cap share 36% of their portfolios | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and SBI Large Cap share 55% of their portfolios | itself | Canara Robeco Large Cap and Aditya Birla Sun Life Flexi Cap share 40% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and SBI Large Cap share 36% of their portfolios | Aditya Birla Sun Life Flexi Cap and Canara Robeco Large Cap share 40% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | itself | HDFC Large Cap and Mirae Asset Large Cap share 49% 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 Canara Robeco Large Cap share 65% of their portfolios | Mirae Asset Large Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Mirae Asset Large Cap Fund share 65% 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 | Canara Robeco Large Cap | Aditya Birla Sun Life Flexi Cap | HDFC Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | SBI Funds Management Limited | Canara Robeco Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 72% of 109 | 58% of 109 | 51% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.38% points | 1.02% points | 0.70% points | 1.06% points |
| Portfolio turned over a year P1 | 59% | 40% | 50% | 45% | 53% |
| Run by P7 | Saurabh Pant · ≥ 3 mo | Shridatta Bhandwaldar · ≥ 1.1 yrs | Dhaval Joshi · ≥ 6 mo | not known | Gaurav Misra · 7.7 yrs |
| 1-year return | −1.6% | −4.0% | 7.3% | −3.2% | −3.3% |
| 3 years p.a. | 9.2% | 10.4% | 15.0% | 9.1% | 8.6% |
| 5 years p.a. | 9.0% | 9.0% | 11.6% | 10.6% | 7.8% |
| Deepest fall (max drawdown) | −15.4% | −14.8% | −17.0% | −16.4% | −15.8% |
| Assets (AUM) | ₹55,417 Cr | ₹17,092 Cr | ₹27,401 Cr | ₹40,166 Cr | ₹38,599 Cr |
| Disclosed history | 5.8 yrs | 4.8 yrs | 13 yrs | 1.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 57 · 47% | 63 · 47% | 89 · 28% | 50 · 53% | 76 · 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.