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.
6 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 | Axis Multicap | SBI MultiCap | Mirae Asset Large Cap | HDFC Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|---|
| Nippon India Large CapLarge Cap | itself | Nippon India Large Cap and Axis Multicap share 28% of their portfolios | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | 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 Canara Robeco Large Cap share 63% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | itself | Axis Multicap and SBI MultiCap share 24% 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 | Axis Multicap and Canara Robeco Large Cap share 35% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | itself | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Canara Robeco Large Cap share 21% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios | Mirae Asset Large Cap and SBI MultiCap share 20% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Canara Robeco Large Cap share 65% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios | Canara Robeco Large Cap and Axis Multicap share 35% of their portfolios | Canara Robeco Large Cap and SBI MultiCap share 21% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Canara Robeco Large Cap Fund share 65% 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 | Axis Multicap | SBI MultiCap | Mirae Asset Large Cap | HDFC Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Large Cap | Large Cap | Large Cap |
| Fund house | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 100% of 22 | 0% of 19 | 64% of 109 | 51% of 109 | 72% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.01% points | 1.45% points | 1.00% points | 1.06% points | 0.70% points | 1.38% points |
| Portfolio turned over a year P1 | 57% | 96% | 85% | 53% | 45% | 40% |
| Run by P7 | Sailesh Raj Bhan · 19 yrs | not known | Bectors Food · ≥ 3 mo | Gaurav Misra · 7.7 yrs | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs |
| 1-year return | −4.7% | 9.8% | −0.6% | −3.3% | −3.2% | −4.0% |
| 3 years p.a. | 11.1% | 20.0% | 13.3% | 8.6% | 9.1% | 10.4% |
| 5 years p.a. | 12.8% | — | — | 7.8% | 10.6% | 9.0% |
| Deepest fall (max drawdown) | −15.4% | −18.1% | −15.1% | −15.8% | −16.4% | −14.8% |
| Assets (AUM) | ₹52,344 Cr | ₹9,775 Cr | ₹24,138 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹17,092 Cr |
| Disclosed history | 13 yrs | 5.2 yrs | 3.7 yrs | 5.1 yrs | 1.8 yrs | 4.8 yrs |
| Holdings · top ten weight | 69 · 45% | 114 · 23% | 72 · 30% | 76 · 48% | 50 · 53% | 63 · 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.