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 | Parag Parikh Flexi Cap | ICICI Prudential Flexi Cap | HDFC Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | itself | Parag Parikh Flexi Cap and ICICI Prudential Flexi Cap share 23% of their portfolios | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | Parag Parikh Flexi Cap and SBI Large Cap share 26% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | ICICI Prudential Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | itself | ICICI Prudential Flexi Cap and HDFC Large Cap share 29% of their portfolios | ICICI Prudential Flexi Cap and SBI Large Cap share 35% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | HDFC Large Cap and ICICI Prudential Flexi Cap share 29% of their portfolios | itself | HDFC Large Cap and SBI Large Cap share 46% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and Parag Parikh Flexi Cap share 26% of their portfolios | SBI Large Cap and ICICI Prudential Flexi Cap share 35% of their portfolios | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and SBI Large Cap Fund share 50% 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 | Parag Parikh Flexi Cap | ICICI Prudential Flexi Cap | HDFC Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | PPFAS Asset Management Pvt. Ltd. | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 91% of 109 | 96% of 27 | 51% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 0.84% points | 1.28% points | 0.70% points | 0.93% points |
| Portfolio turned over a year P1 | 53% | 29% | 52% | 45% | 59% |
| Run by P7 | Gaurav Misra · 7.7 yrs | Rajeev Thakkar · 13 yrs | Rajat Chandak · 5.2 yrs | not known | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.3% | −5.1% | 3.8% | −3.2% | −1.6% |
| 3 years p.a. | 8.6% | 12.8% | 16.2% | 9.1% | 9.2% |
| 5 years p.a. | 7.8% | 11.5% | 15.0% | 10.6% | 9.0% |
| Deepest fall (max drawdown) | −15.8% | −11.0% | −19.7% | −16.4% | −15.4% |
| Assets (AUM) | ₹38,599 Cr | ₹1.46 lakh Cr | ₹25,256 Cr | ₹40,166 Cr | ₹55,417 Cr |
| Disclosed history | 5.1 yrs | 5.0 yrs | 5.2 yrs | 1.8 yrs | 5.8 yrs |
| Holdings · top ten weight | 76 · 48% | 116 · 52% | 80 · 45% | 50 · 53% | 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.