Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Sundaram Large and Midcap | HDFC Large & Mid Cap | |
|---|---|---|
| Sundaram Large and Midcap | itself | 18% |
| HDFC Large & Mid Cap | 18% | itself |
Most alike: Sundaram Large and Midcap Fund and HDFC Large & Mid Cap Fund share 18% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Large and Midcap | HDFC Large & Mid Cap |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | 34% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.13% | 0.51% |
| Portfolio turned over a year P1 | 131% | 39% |
| Run by P7 | Shalav Saket · 6 mo | not known |
| 1-year return | 7.8% | 0.4% |
| 3 years p.a. | 14.8% | 13.1% |
| 5 years p.a. | 12.4% | 14.2% |
| Deepest fall (max drawdown) | −18.9% | −18.7% |
| Assets (AUM) | ₹7,096 Cr | ₹30,372 Cr |
| Disclosed history | 5.0 yrs | 2.3 yrs |
| Holdings · top ten weight | 40 · 37% | 243 · 20% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.