Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 of 6 chosen
Add another Value fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Aditya Birla Sun Life Value | Mirae Asset Large Cap | Nippon India Large Cap | HSBC Value |
|---|---|---|---|---|
| Aditya Birla Sun Life ValueValue | itself | Aditya Birla Sun Life Value and Mirae Asset Large Cap share 33% of their portfolios | Aditya Birla Sun Life Value and Nippon India Large Cap share 27% of their portfolios | Aditya Birla Sun Life Value and HSBC Value share 30% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Aditya Birla Sun Life Value share 33% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and HSBC Value share 31% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Aditya Birla Sun Life Value share 27% of their portfolios | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | itself | Nippon India Large Cap and HSBC Value share 31% of their portfolios |
| HSBC ValueValue | HSBC Value and Aditya Birla Sun Life Value share 30% of their portfolios | HSBC Value and Mirae Asset Large Cap share 31% of their portfolios | HSBC Value and Nippon India Large Cap share 31% 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 | Aditya Birla Sun Life Value | Mirae Asset Large Cap | Nippon India Large Cap | HSBC Value |
|---|---|---|---|---|
| Category | Value | Large Cap | Large Cap | Value |
| Fund house | Aditya Birla Sun Life AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 64% of 109 | 73% of 109 | 100% of 11 |
| Regular plan costs more than Direct by, a year P5 | 1.10% points | 1.06% points | 1.01% points | 1.12% points |
| Portfolio turned over a year P1 | 82% | 53% | 57% | 75% |
| Run by P7 | Kunal Sangoi · ≥ 6 mo | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 19 yrs | Venugopal Manghat · 14 yrs |
| 1-year return | 11.6% | −3.3% | −4.7% | 2.4% |
| 3 years p.a. | 14.9% | 8.6% | 11.1% | 15.9% |
| 5 years p.a. | 14.3% | 7.8% | 12.8% | — |
| Deepest fall (max drawdown) | −22.3% | −15.8% | −15.4% | −19.6% |
| Assets (AUM) | ₹6,719 Cr | ₹38,599 Cr | ₹52,344 Cr | ₹15,373 Cr |
| Disclosed history | 8.9 yrs | 5.1 yrs | 13 yrs | 3.8 yrs |
| Holdings · top ten weight | 70 · 32% | 76 · 48% | 69 · 45% | 86 · 32% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.