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 | Mirae Asset Large Cap | Axis Midcap | Bandhan Value | HDFC Large Cap | Axis Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios | Mirae Asset Large Cap and Bandhan Value share 43% 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 | Mirae Asset Large Cap and Canara Robeco Large Cap share 65% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | itself | Axis Midcap and Bandhan Value share 5% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and Canara Robeco Large Cap share 18% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Mirae Asset Large Cap share 43% of their portfolios | Bandhan Value and Axis Midcap share 5% of their portfolios | itself | Bandhan Value and HDFC Large Cap share 37% of their portfolios | Bandhan Value and Axis Large Cap share 31% of their portfolios | Bandhan Value and Canara Robeco Large Cap share 39% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Bandhan Value share 37% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and Axis Midcap share 18% of their portfolios | Canara Robeco Large Cap and Bandhan Value share 39% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Canara Robeco Large Cap Fund share 71% 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 | Axis Midcap | Bandhan Value | HDFC Large Cap | Axis Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Value | Large Cap | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | Bandhan AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Canara Robeco Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 44% of 109 | 67% of 109 | 51% of 109 | 47% of 109 | 72% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.36% points | 1.17% points | 0.70% points | 1.21% points | 1.38% points |
| Portfolio turned over a year P1 | 53% | 80% | 68% | 45% | 73% | 40% |
| Run by P7 | Gaurav Misra · 7.7 yrs | not known | Daylynn Pinto · ≥ 3.5 yrs | not known | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs |
| 1-year return | −3.3% | 6.9% | −1.1% | −3.2% | −3.2% | −4.0% |
| 3 years p.a. | 8.6% | 17.1% | 10.4% | 9.1% | 9.2% | 10.4% |
| 5 years p.a. | 7.8% | 13.5% | 12.8% | 10.6% | 5.8% | 9.0% |
| Deepest fall (max drawdown) | −15.8% | −19.5% | −17.9% | −16.4% | −15.5% | −14.8% |
| Assets (AUM) | ₹38,599 Cr | ₹32,454 Cr | ₹10,051 Cr | ₹40,166 Cr | ₹30,395 Cr | ₹17,092 Cr |
| Disclosed history | 5.1 yrs | 5.9 yrs | 4.9 yrs | 1.8 yrs | 5.9 yrs | 4.8 yrs |
| Holdings · top ten weight | 76 · 48% | 91 · 30% | 68 · 47% | 50 · 53% | 49 · 48% | 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.