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 & Mid 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 | Bandhan Large & Mid Cap | HDFC Large & Mid Cap | SBI LARGE & MIDCAP | ICICI Prudential Large & Mid Cap | Canara Robeco Large and Mid Cap |
|---|---|---|---|---|---|
| Bandhan Large & Mid CapLarge & Mid Cap | itself | Bandhan Large & Mid Cap and HDFC Large & Mid Cap share 39% of their portfolios | Bandhan Large & Mid Cap and SBI LARGE & MIDCAP share 22% of their portfolios | Bandhan Large & Mid Cap and ICICI Prudential Large & Mid Cap share 17% of their portfolios | Bandhan Large & Mid Cap and Canara Robeco Large and Mid Cap share 23% of their portfolios |
| HDFC Large & Mid CapLarge & Mid Cap | HDFC Large & Mid Cap and Bandhan Large & Mid Cap share 39% of their portfolios | itself | HDFC Large & Mid Cap and SBI LARGE & MIDCAP share 29% of their portfolios | HDFC Large & Mid Cap and ICICI Prudential Large & Mid Cap share 25% of their portfolios | HDFC Large & Mid Cap and Canara Robeco Large and Mid Cap share 31% of their portfolios |
| SBI LARGE & MIDCAPLarge & Mid Cap | SBI LARGE & MIDCAP and Bandhan Large & Mid Cap share 22% of their portfolios | SBI LARGE & MIDCAP and HDFC Large & Mid Cap share 29% of their portfolios | itself | SBI LARGE & MIDCAP and ICICI Prudential Large & Mid Cap share 19% of their portfolios | SBI LARGE & MIDCAP and Canara Robeco Large and Mid Cap share 17% of their portfolios |
| ICICI Prudential Large & Mid CapLarge & Mid Cap | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% of their portfolios | ICICI Prudential Large & Mid Cap and HDFC Large & Mid Cap share 25% of their portfolios | ICICI Prudential Large & Mid Cap and SBI LARGE & MIDCAP share 19% of their portfolios | itself | ICICI Prudential Large & Mid Cap and Canara Robeco Large and Mid Cap share 16% of their portfolios |
| Canara Robeco Large and Mid CapLarge & Mid Cap | Canara Robeco Large and Mid Cap and Bandhan Large & Mid Cap share 23% of their portfolios | Canara Robeco Large and Mid Cap and HDFC Large & Mid Cap share 31% of their portfolios | Canara Robeco Large and Mid Cap and SBI LARGE & MIDCAP share 17% of their portfolios | Canara Robeco Large and Mid Cap and ICICI Prudential Large & Mid Cap share 16% of their portfolios | itself |
Closest pair: Bandhan Large & Mid Cap Fund and HDFC Large & Mid Cap Fund share 39% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | Bandhan Large & Mid Cap | HDFC Large & Mid Cap | SBI LARGE & MIDCAP | ICICI Prudential Large & Mid Cap | Canara Robeco Large and Mid Cap |
|---|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Bandhan AMC Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Canara Robeco Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 44% of 109 | 37% of 109 | 53% of 109 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.50% points | 0.51% points | 0.81% points | 1.03% points | 1.28% points |
| Portfolio turned over a year P1 | 166% | 39% | 70% | 113% | 61% |
| Run by P7 | Manish Gunwani · ≥ 3.5 yrs | not known | Saurabh Pant · ≥ 3 mo | Gaurav Jain · 3 mo | Amit Nadekar · ≥ 1.1 yrs |
| 1-year return | 4.1% | 0.4% | 0.9% | 0.8% | −2.2% |
| 3 years p.a. | 18.2% | 13.1% | 12.7% | 15.3% | 13.1% |
| 5 years p.a. | 16.9% | 14.2% | 13.4% | 14.9% | 10.7% |
| Deepest fall (max drawdown) | −17.9% | −18.7% | −14.2% | −14.8% | −18.3% |
| Assets (AUM) | ₹19,777 Cr | ₹30,372 Cr | ₹42,320 Cr | ₹33,351 Cr | ₹26,331 Cr |
| Disclosed history | 4.9 yrs | 2.3 yrs | 5.8 yrs | 13 yrs | 4.7 yrs |
| Holdings · top ten weight | 136 · 27% | 243 · 20% | 94 · 31% | 123 · 31% | 99 · 37% |
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.