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 | Kotak Multi Cap | HSBC Value | Axis Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mirae Asset Large Cap and HSBC Value share 31% 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 |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and HSBC Value: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap |
| HSBC ValueValue | HSBC Value and Mirae Asset Large Cap share 31% of their portfolios | HSBC Value and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | HSBC Value and Axis Large Cap share 28% of their portfolios | HSBC Value and Nippon India Large Cap share 31% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Large Cap and HSBC Value share 28% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and HSBC Value share 31% 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.
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 | Kotak Multi Cap | HSBC Value | Axis Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Value | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Kotak Mahindra Asset Management Company Limited. | HSBC Asset Management (India) Private Ltd. | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 100% of 24 | 100% of 11 | 47% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.62% points | 1.12% points | 1.21% points | 1.01% points |
| Portfolio turned over a year P1 | 53% | not measured | 75% | 73% | 57% |
| Run by P7 | Gaurav Misra · 7.7 yrs | not known | Venugopal Manghat · 14 yrs | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.3% | 4.2% | 2.4% | −3.2% | −4.7% |
| 3 years p.a. | 8.6% | 17.3% | 15.9% | 9.2% | 11.1% |
| 5 years p.a. | 7.8% | — | — | 5.8% | 12.8% |
| Deepest fall (max drawdown) | −15.8% | −21.0% | −19.6% | −15.5% | −15.4% |
| Assets (AUM) | ₹38,599 Cr | ₹25,937 Cr | ₹15,373 Cr | ₹30,395 Cr | ₹52,344 Cr |
| Disclosed history | 5.1 yrs | — | 3.8 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 76 · 48% | none disclosed | 86 · 32% | 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.