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 | Kotak Multi Cap | HDFC Small Cap | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| SBI Large CapLarge Cap | itself | SBI Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI Large Cap and HDFC Small Cap share 1% 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 |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and SBI Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and HDFC Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Small CapSmall Cap | HDFC Small Cap and SBI Large Cap share 1% of their portfolios | HDFC Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | HDFC Small Cap and Nippon India Large Cap share 3% of their portfolios | HDFC Small Cap and Axis Large Cap share 0% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and HDFC Small Cap share 3% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Large Cap and HDFC Small Cap share 0% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Axis Large Cap Fund share 53% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Kotak Multi Cap | HDFC Small Cap | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Small Cap | Large Cap | Large Cap |
| Fund house | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 100% of 24 | 63% of 109 | 73% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.62% points | 1.25% points | 1.01% points | 1.21% points |
| Portfolio turned over a year P1 | 59% | not measured | 46% | 57% | 73% |
| Run by P7 | Saurabh Pant · ≥ 3 mo | not known | not known | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | −1.6% | 4.2% | −2.6% | −4.7% | −3.2% |
| 3 years p.a. | 9.2% | 17.3% | 11.3% | 11.1% | 9.2% |
| 5 years p.a. | 9.0% | — | 14.8% | 12.8% | 5.8% |
| Deepest fall (max drawdown) | −15.4% | −21.0% | −22.6% | −15.4% | −15.5% |
| Assets (AUM) | ₹55,417 Cr | ₹25,937 Cr | ₹42,162 Cr | ₹52,344 Cr | ₹30,395 Cr |
| Disclosed history | 5.8 yrs | — | 2.4 yrs | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 57 · 47% | none disclosed | 87 · 35% | 69 · 45% | 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.