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 | Mirae Asset Large Cap | Aditya Birla Sun Life Flexi Cap | Parag Parikh Flexi Cap | HDFC Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Axis Large Cap share 38% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | Parag Parikh Flexi Cap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | itself | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | Parag Parikh Flexi Cap and Axis Large Cap share 32% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | Axis Large Cap and Parag Parikh Flexi Cap share 32% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis Large Cap Fund share 58% 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 | Mirae Asset Large Cap | Aditya Birla Sun Life Flexi Cap | Parag Parikh Flexi Cap | HDFC Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited | PPFAS Asset Management Pvt. Ltd. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 58% of 109 | 91% of 109 | 51% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.02% points | 0.84% points | 0.70% points | 1.21% points |
| Portfolio turned over a year P1 | 53% | 50% | 29% | 45% | 73% |
| Run by P7 | Gaurav Misra · 7.7 yrs | Dhaval Joshi · ≥ 6 mo | Rajeev Thakkar · 13 yrs | not known | not known |
| 1-year return | −3.3% | 7.3% | −5.1% | −3.2% | −3.2% |
| 3 years p.a. | 8.6% | 15.0% | 12.8% | 9.1% | 9.2% |
| 5 years p.a. | 7.8% | 11.6% | 11.5% | 10.6% | 5.8% |
| Deepest fall (max drawdown) | −15.8% | −17.0% | −11.0% | −16.4% | −15.5% |
| Assets (AUM) | ₹38,599 Cr | ₹27,401 Cr | ₹1.46 lakh Cr | ₹40,166 Cr | ₹30,395 Cr |
| Disclosed history | 5.1 yrs | 13 yrs | 5.0 yrs | 1.8 yrs | 5.9 yrs |
| Holdings · top ten weight | 76 · 48% | 89 · 28% | 116 · 52% | 50 · 53% | 49 · 48% |
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.