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 | HSBC Value | HDFC Flexi Cap | HDFC Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| SBI Large CapLarge Cap | itself | SBI Large Cap and HSBC Value share 26% of their portfolios | SBI Large Cap and HDFC Flexi Cap share 40% of their portfolios | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios |
| HSBC ValueValue | HSBC Value and SBI Large Cap share 26% of their portfolios | itself | HSBC Value and HDFC Flexi Cap share 23% of their portfolios | HSBC Value and HDFC Large Cap share 24% of their portfolios | HSBC Value and Axis Large Cap share 28% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and SBI Large Cap share 40% of their portfolios | HDFC Flexi Cap and HSBC Value share 23% of their portfolios | itself | HDFC Flexi Cap and HDFC Large Cap share 44% of their portfolios | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | HDFC Large Cap and HSBC Value share 24% of their portfolios | HDFC Large Cap and HDFC Flexi Cap share 44% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and HSBC Value share 28% of their portfolios | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% 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 | HSBC Value | HDFC Flexi Cap | HDFC Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Value | Flexi Cap | Large Cap | Large Cap |
| Fund house | SBI Funds Management Limited | HSBC Asset Management (India) Private Ltd. | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 100% of 11 | 68% of 109 | 51% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.12% points | 0.81% points | 0.70% points | 1.21% points |
| Portfolio turned over a year P1 | 59% | 75% | 48% | 45% | 73% |
| Run by P7 | Saurabh Pant · ≥ 3 mo | Venugopal Manghat · 14 yrs | not known | not known | not known |
| 1-year return | −1.6% | 2.4% | 0.7% | −3.2% | −3.2% |
| 3 years p.a. | 9.2% | 15.9% | 15.8% | 9.1% | 9.2% |
| 5 years p.a. | 9.0% | — | 16.6% | 10.6% | 5.8% |
| Deepest fall (max drawdown) | −15.4% | −19.6% | −13.3% | −16.4% | −15.5% |
| Assets (AUM) | ₹55,417 Cr | ₹15,373 Cr | ₹1.13 lakh Cr | ₹40,166 Cr | ₹30,395 Cr |
| Disclosed history | 5.8 yrs | 3.8 yrs | 2.4 yrs | 1.8 yrs | 5.9 yrs |
| Holdings · top ten weight | 57 · 47% | 86 · 32% | 86 · 44% | 50 · 53% | 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.