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 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 | HDFC Large Cap | SBI MIDCAP | Axis Midcap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Nippon India Large CapLarge Cap | itself | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | Nippon India Large Cap and Aditya Birla Sun Life Large Cap share 55% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | itself | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Large Cap share 4% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | itself | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Large Cap share 4% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | itself | Axis Midcap and Aditya Birla Sun Life Large Cap share 15% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Nippon India Large Cap share 55% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | Aditya Birla Sun Life Large Cap and SBI MIDCAP share 4% of their portfolios | Aditya Birla Sun Life Large Cap and Axis Midcap share 15% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 55% 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 | Nippon India Large Cap | HDFC Large Cap | SBI MIDCAP | Axis Midcap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 51% of 109 | 38% of 109 | 44% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.01% points | 0.70% points | 1.09% points | 1.36% points | 0.87% points |
| Portfolio turned over a year P1 | 57% | 45% | 80% | 80% | 53% |
| Run by P7 | Sailesh Raj Bhan · 19 yrs | not known | Bhavin Vithlani · ≥ 3 mo | not known | Harish Krishnan · ≥ 6 mo |
| 1-year return | −4.7% | −3.2% | 3.8% | 6.9% | −4.2% |
| 3 years p.a. | 11.1% | 9.1% | 11.0% | 17.1% | 9.5% |
| 5 years p.a. | 12.8% | 10.6% | 13.5% | 13.5% | 8.9% |
| Deepest fall (max drawdown) | −15.4% | −16.4% | −17.9% | −19.5% | −16.7% |
| Assets (AUM) | ₹52,344 Cr | ₹40,166 Cr | ₹24,349 Cr | ₹32,454 Cr | ₹29,521 Cr |
| Disclosed history | 13 yrs | 1.8 yrs | 5.8 yrs | 5.9 yrs | 1.3 yrs |
| Holdings · top ten weight | 69 · 45% | 50 · 53% | 64 · 28% | 91 · 30% | 77 · 43% |
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.