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 Mid 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 | DSP Midcap | Parag Parikh Flexi Cap | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Parag Parikh Flexi Cap share 5% of their portfolios | DSP Midcap and Axis Large Cap share 11% of their portfolios | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and DSP Midcap share 5% of their portfolios | itself | Parag Parikh Flexi Cap and Axis Large Cap share 32% of their portfolios | Parag Parikh Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and DSP Midcap share 11% of their portfolios | Axis Large Cap and Parag Parikh Flexi Cap share 32% of their portfolios | itself | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Parag Parikh Flexi Cap share 35% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Growth Mid Cap share 12% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | Nippon India Growth Mid Cap and Parag Parikh Flexi Cap share 2% of their portfolios | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 12% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip 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 | DSP Midcap | Parag Parikh Flexi Cap | Axis Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | PPFAS Asset Management Pvt. Ltd. | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 91% of 109 | 47% of 109 | 90% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.84% points | 1.21% points | 0.81% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 29% | 73% | 45% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Rajeev Thakkar · 13 yrs | not known | Vaibhav Dusad · 5.7 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | −5.1% | −3.2% | −5.3% | 7.0% |
| 3 years p.a. | 14.6% | 12.8% | 9.2% | 10.6% | 18.6% |
| 5 years p.a. | 11.8% | 11.5% | 5.8% | 10.9% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −11.0% | −15.5% | −15.4% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹1.46 lakh Cr | ₹30,395 Cr | ₹80,822 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 5.0 yrs | 5.9 yrs | 13 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 116 · 52% | 49 · 48% | 93 · 47% | 105 · 25% |
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.