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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | HDFC Mid Cap | Canara Robeco Large Cap | HDFC Large Cap | Axis Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Canara Robeco Large Cap share 6% of their portfolios | HDFC Mid Cap and HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and HDFC Mid Cap share 6% of their portfolios | itself | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and Axis Midcap share 18% of their portfolios | Canara Robeco Large Cap and Nippon India Growth Mid Cap share 16% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | itself | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and Canara Robeco Large Cap share 18% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | itself | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and Canara Robeco Large Cap share 16% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and HDFC Large Cap Fund share 56% 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 | HDFC Mid Cap | Canara Robeco Large Cap | HDFC Large Cap | Axis Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 72% of 109 | 51% of 109 | 44% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.38% points | 0.70% points | 1.36% points | 0.86% points |
| Portfolio turned over a year P1 | 38% | 40% | 45% | 80% | 52% |
| Run by P7 | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 6.6% | −4.0% | −3.2% | 6.9% | 7.0% |
| 3 years p.a. | 17.6% | 10.4% | 9.1% | 17.1% | 18.6% |
| 5 years p.a. | 18.9% | 9.0% | 10.6% | 13.5% | 18.0% |
| Deepest fall (max drawdown) | −16.8% | −14.8% | −16.4% | −19.5% | −19.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹17,092 Cr | ₹40,166 Cr | ₹32,454 Cr | ₹48,143 Cr |
| Disclosed history | 10 mo | 4.8 yrs | 1.8 yrs | 5.9 yrs | 14 yrs |
| Holdings · top ten weight | 81 · 37% | 63 · 47% | 50 · 53% | 91 · 30% | 105 · 25% |
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.