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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Motilal Oswal Midcap | UTI - Flexi Cap Fund. | Axis Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI - Flexi Cap Fund. share 27% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | itself | Motilal Oswal Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | UTI - Flexi Cap Fund. and Motilal Oswal Midcap share 18% of their portfolios | itself | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | itself | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap Fund share 62% 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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Motilal Oswal Midcap | UTI - Flexi Cap Fund. | Axis Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 90% of 109 | 54% of 109 | 40% of 109 | 47% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.37% points | 0.68% points | 1.21% points | 1.06% points |
| Portfolio turned over a year P1 | 45% | 92% | 41% | 73% | 53% |
| Run by P7 | Vaibhav Dusad · 5.7 yrs | Rakesh Shetty · 3.8 yrs | Ajay Tyagi · 11 yrs | not known | Gaurav Misra · 7.7 yrs |
| 1-year return | −5.3% | −0.5% | −2.3% | −3.2% | −3.3% |
| 3 years p.a. | 10.6% | 19.5% | 8.4% | 9.2% | 8.6% |
| 5 years p.a. | 10.9% | 21.1% | 4.9% | 5.8% | 7.8% |
| Deepest fall (max drawdown) | −15.4% | −28.9% | −20.1% | −15.5% | −15.8% |
| Assets (AUM) | ₹80,822 Cr | ₹41,706 Cr | ₹23,434 Cr | ₹30,395 Cr | ₹38,599 Cr |
| Disclosed history | 13 yrs | 4.0 yrs | 12 yrs | 5.9 yrs | 5.1 yrs |
| Holdings · top ten weight | 93 · 47% | 32 · 54% | 62 · 44% | 49 · 48% | 76 · 48% |
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.