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 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 | Nippon India Large Cap | Nippon India Multi Cap | Kotak Multi Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|
| Nippon India Large CapLarge Cap | itself | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios | itself | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 36% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Large Cap share 55% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Multi Cap share 36% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Nippon India Multi Cap Fund share 55% 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 our data, 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 | Nippon India Large Cap | Nippon India Multi Cap | Kotak Multi Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 50% of 109 | 100% of 24 | 51% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.01% points | 0.84% points | 1.62% points | 0.70% points | 0.81% points |
| Portfolio turned over a year P1 | 57% | 66% | not measured | 45% | 45% |
| Run by P7 | Sailesh Raj Bhan · 19 yrs | Sailesh Raj Bhan · 21 yrs | not known | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −4.7% | −1.4% | 4.2% | −3.2% | −5.3% |
| 3 years p.a. | 11.1% | 13.5% | 17.3% | 9.1% | 10.6% |
| 5 years p.a. | 12.8% | 16.4% | — | 10.6% | 10.9% |
| Deepest fall (max drawdown) | −15.4% | −18.6% | −21.0% | −16.4% | −15.4% |
| Assets (AUM) | ₹52,344 Cr | ₹53,760 Cr | ₹25,937 Cr | ₹40,166 Cr | ₹80,822 Cr |
| Disclosed history | 13 yrs | 14 yrs | — | 1.8 yrs | 13 yrs |
| Holdings · top ten weight | 69 · 45% | 123 · 29% | none disclosed | 50 · 53% | 93 · 47% |
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.