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 | Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | 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 |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | itself | Axis Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Canara Robeco Large Cap share 18% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Midcap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Canara Robeco Large Cap: no portfolio disclosed for Kotak Multi Cap |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Canara Robeco Large Cap share 63% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) 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 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% 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.
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Canara Robeco Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Multi Cap | Large Cap | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 44% of 109 | 100% of 24 | 90% of 109 | 51% of 109 | 72% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.36% points | 1.62% points | 0.81% points | 0.70% points | 1.38% points |
| Portfolio turned over a year P1 | 53% | 80% | not measured | 45% | 45% | 40% |
| Run by P7 | Gaurav Misra · 7.7 yrs | not known | not known | Vaibhav Dusad · 5.7 yrs | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs |
| 1-year return | −3.3% | 6.9% | 4.2% | −5.3% | −3.2% | −4.0% |
| 3 years p.a. | 8.6% | 17.1% | 17.3% | 10.6% | 9.1% | 10.4% |
| 5 years p.a. | 7.8% | 13.5% | — | 10.9% | 10.6% | 9.0% |
| Deepest fall (max drawdown) | −15.8% | −19.5% | −21.0% | −15.4% | −16.4% | −14.8% |
| Assets (AUM) | ₹38,599 Cr | ₹32,454 Cr | ₹25,937 Cr | ₹80,822 Cr | ₹40,166 Cr | ₹17,092 Cr |
| Disclosed history | 5.1 yrs | 5.9 yrs | — | 13 yrs | 1.8 yrs | 4.8 yrs |
| Holdings · top ten weight | 76 · 48% | 91 · 30% | none disclosed | 93 · 47% | 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.