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) | BANDHAN Small Cap | Axis Multicap | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and BANDHAN Small Cap share 5% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Multicap share 24% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 5% of their portfolios | itself | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and SBI Large Cap share 5% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and BANDHAN Small Cap share 10% of their portfolios | itself | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | Axis Multicap and SBI Large Cap share 24% 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 BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios | itself | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios | SBI Large Cap and BANDHAN Small Cap share 5% of their portfolios | SBI Large Cap and Axis Multicap share 24% of their portfolios | SBI Large Cap and Mirae Asset Large Cap share 50% 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) | BANDHAN Small Cap | Axis Multicap | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Small Cap | Multi Cap | Large Cap | Large Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | Bandhan AMC Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 90% of 109 | 75% of 44 | 100% of 22 | 64% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 2.00% points | 1.45% points | 1.06% points | 0.93% points |
| Portfolio turned over a year P1 | 45% | 68% | 96% | 53% | 59% |
| Run by P7 | Vaibhav Dusad · 5.7 yrs | Kirthi Jain · ≥ 2.8 yrs | not known | Gaurav Misra · 7.7 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −5.3% | 10.4% | 9.8% | −3.3% | −1.6% |
| 3 years p.a. | 10.6% | 25.3% | 20.0% | 8.6% | 9.2% |
| 5 years p.a. | 10.9% | 20.0% | — | 7.8% | 9.0% |
| Deepest fall (max drawdown) | −15.4% | −22.8% | −18.1% | −15.8% | −15.4% |
| Assets (AUM) | ₹80,822 Cr | ₹31,103 Cr | ₹9,775 Cr | ₹38,599 Cr | ₹55,417 Cr |
| Disclosed history | 13 yrs | 4.3 yrs | 5.2 yrs | 5.1 yrs | 5.8 yrs |
| Holdings · top ten weight | 93 · 47% | 265 · 30% | 114 · 23% | 76 · 48% | 57 · 47% |
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.