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
| Nippon India Large Cap | HDFC Large Cap | |
|---|---|---|
| Nippon India Large Cap | itself | 42% |
| HDFC Large Cap | 42% | itself |
Most alike: Nippon India Large Cap Fund and HDFC Large Cap Fund share 42% 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 | Nippon India Large Cap | HDFC Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.01% | 0.70% |
| Portfolio turned over a year P1 | 57% | 45% |
| Run by P7 | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | −4.7% | −3.2% |
| 3 years p.a. | 11.1% | 9.1% |
| 5 years p.a. | 12.8% | 10.6% |
| Deepest fall (max drawdown) | −15.4% | −16.4% |
| Assets (AUM) | ₹52,344 Cr | ₹40,166 Cr |
| Disclosed history | 13 yrs | 1.8 yrs |
| Holdings · top ten weight | 69 · 45% | 50 · 53% |
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.