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 | Mirae Asset Large Cap | HDFC Large Cap | Axis Multicap | SBI Large Cap |
|---|---|---|---|---|---|
| Nippon India Large CapLarge Cap | itself | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and Axis Multicap share 28% of their portfolios | Nippon India Large Cap and SBI Large Cap share 51% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | itself | Axis Multicap and SBI Large Cap share 24% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Nippon India Large Cap share 51% of their portfolios | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Axis Multicap share 24% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Mirae Asset Large Cap Fund share 59% 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 | Mirae Asset Large Cap | HDFC Large Cap | Axis Multicap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Large Cap | Multi Cap | Large Cap |
| Fund house | Nippon Life India Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 64% of 109 | 51% of 109 | 100% of 22 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.01% points | 1.06% points | 0.70% points | 1.45% points | 0.93% points |
| Portfolio turned over a year P1 | 57% | 53% | 45% | 96% | 59% |
| Run by P7 | Sailesh Raj Bhan · 19 yrs | Gaurav Misra · 7.7 yrs | not known | not known | Saurabh Pant · ≥ 3 mo |
| 1-year return | −4.7% | −3.3% | −3.2% | 9.8% | −1.6% |
| 3 years p.a. | 11.1% | 8.6% | 9.1% | 20.0% | 9.2% |
| 5 years p.a. | 12.8% | 7.8% | 10.6% | — | 9.0% |
| Deepest fall (max drawdown) | −15.4% | −15.8% | −16.4% | −18.1% | −15.4% |
| Assets (AUM) | ₹52,344 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹9,775 Cr | ₹55,417 Cr |
| Disclosed history | 13 yrs | 5.1 yrs | 1.8 yrs | 5.2 yrs | 5.8 yrs |
| Holdings · top ten weight | 69 · 45% | 76 · 48% | 50 · 53% | 114 · 23% | 57 · 47% |
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.