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 | ICICI Prudential Flexi Cap | BANDHAN Small Cap | Axis Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and ICICI Prudential Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself | ICICI Prudential Flexi Cap and BANDHAN Small Cap share 7% of their portfolios | ICICI Prudential Flexi Cap and Axis Large Cap share 39% of their portfolios | ICICI Prudential Flexi Cap and Nippon India Large Cap share 35% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and ICICI Prudential Flexi Cap share 7% of their portfolios | itself | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Large Cap share 5% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and ICICI Prudential Flexi Cap share 39% of their portfolios | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | Nippon India Large Cap and ICICI Prudential Flexi Cap share 35% of their portfolios | Nippon India Large Cap and BANDHAN Small Cap share 5% of their portfolios | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Nippon India Large Cap Fund share 59% 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 | ICICI Prudential Flexi Cap | BANDHAN Small Cap | Axis Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Small Cap | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | Bandhan AMC Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 96% of 27 | 75% of 44 | 47% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.28% points | 2.00% points | 1.21% points | 1.01% points |
| Portfolio turned over a year P1 | 53% | 52% | 68% | 73% | 57% |
| Run by P7 | Gaurav Misra · 7.7 yrs | Rajat Chandak · 5.2 yrs | Kirthi Jain · ≥ 2.8 yrs | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.3% | 3.8% | 10.4% | −3.2% | −4.7% |
| 3 years p.a. | 8.6% | 16.2% | 25.3% | 9.2% | 11.1% |
| 5 years p.a. | 7.8% | 15.0% | 20.0% | 5.8% | 12.8% |
| Deepest fall (max drawdown) | −15.8% | −19.7% | −22.8% | −15.5% | −15.4% |
| Assets (AUM) | ₹38,599 Cr | ₹25,256 Cr | ₹31,103 Cr | ₹30,395 Cr | ₹52,344 Cr |
| Disclosed history | 5.1 yrs | 5.2 yrs | 4.3 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 76 · 48% | 80 · 45% | 265 · 30% | 49 · 48% | 69 · 45% |
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.