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 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 | Canara Robeco Large Cap | Axis Large Cap | HDFC Large Cap | HSBC Value | Nippon India Value |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life ValueValue | itself | Aditya Birla Sun Life Value and Canara Robeco Large Cap share 26% of their portfolios | Aditya Birla Sun Life Value and Axis Large Cap share 24% of their portfolios | Aditya Birla Sun Life Value and HDFC Large Cap share 23% of their portfolios | Aditya Birla Sun Life Value and HSBC Value share 30% of their portfolios | Aditya Birla Sun Life Value and Nippon India Value share 33% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Aditya Birla Sun Life Value share 26% of their portfolios | itself | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and HSBC Value share 33% of their portfolios | Canara Robeco Large Cap and Nippon India Value share 41% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Aditya Birla Sun Life Value share 24% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and HSBC Value share 28% of their portfolios | Axis Large Cap and Nippon India Value share 34% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Aditya Birla Sun Life Value share 23% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and HSBC Value share 24% of their portfolios | HDFC Large Cap and Nippon India Value share 35% of their portfolios |
| HSBC ValueValue | HSBC Value and Aditya Birla Sun Life Value share 30% of their portfolios | HSBC Value and Canara Robeco Large Cap share 33% of their portfolios | HSBC Value and Axis Large Cap share 28% of their portfolios | HSBC Value and HDFC Large Cap share 24% of their portfolios | itself | HSBC Value and Nippon India Value share 28% of their portfolios |
| Nippon India ValueValue | Nippon India Value and Aditya Birla Sun Life Value share 33% of their portfolios | Nippon India Value and Canara Robeco Large Cap share 41% of their portfolios | Nippon India Value and Axis Large Cap share 34% of their portfolios | Nippon India Value and HDFC Large Cap share 35% of their portfolios | Nippon India Value and HSBC Value share 28% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Axis Large Cap Fund share 71% 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 | Canara Robeco Large Cap | Axis Large Cap | HDFC Large Cap | HSBC Value | Nippon India Value |
|---|---|---|---|---|---|---|
| Category | Value | Large Cap | Large Cap | Large Cap | Value | Value |
| Fund house | Aditya Birla Sun Life AMC Limited | Canara Robeco Asset Management Company Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 72% of 109 | 47% of 109 | 51% of 109 | 100% of 11 | 93% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.10% points | 1.38% points | 1.21% points | 0.70% points | 1.12% points | 0.82% points |
| Portfolio turned over a year P1 | 82% | 40% | 73% | 45% | 75% | 82% |
| Run by P7 | Kunal Sangoi · ≥ 6 mo | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | not known | Venugopal Manghat · 14 yrs | Meenakshi Dawar · 8.3 yrs |
| 1-year return | 11.6% | −4.0% | −3.2% | −3.2% | 2.4% | −2.8% |
| 3 years p.a. | 14.9% | 10.4% | 9.2% | 9.1% | 15.9% | 14.0% |
| 5 years p.a. | 14.3% | 9.0% | 5.8% | 10.6% | — | 13.4% |
| Deepest fall (max drawdown) | −22.3% | −14.8% | −15.5% | −16.4% | −19.6% | −17.6% |
| Assets (AUM) | ₹6,719 Cr | ₹17,092 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹15,373 Cr | ₹8,875 Cr |
| Disclosed history | 8.9 yrs | 4.8 yrs | 5.9 yrs | 1.8 yrs | 3.8 yrs | 12 yrs |
| Holdings · top ten weight | 70 · 32% | 63 · 47% | 49 · 48% | 50 · 53% | 86 · 32% | 94 · 36% |
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.