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.
Overlap
share of the portfolio the two funds hold in common
| BANK OF INDIA LARGE & MID CAP | SBI LARGE & MIDCAP | |
|---|---|---|
| BANK OF INDIA LARGE & MID CAP | itself | 17% |
| SBI LARGE & MIDCAP | 17% | itself |
Most alike: BANK OF INDIA LARGE & MID CAP FUND and SBI LARGE & MIDCAP FUND share 17% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | BANK OF INDIA LARGE & MID CAP | SBI LARGE & MIDCAP |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | 5% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.56% | 0.81% |
| Portfolio turned over a year P1 | 96% | 70% |
| Run by P7 | Nitin Gosar · 1.8 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | 6.5% | 0.9% |
| 3 years p.a. | 14.2% | 12.7% |
| 5 years p.a. | 12.2% | 13.4% |
| Deepest fall (max drawdown) | −21.2% | −14.2% |
| Assets (AUM) | ₹524 Cr | ₹42,320 Cr |
| Disclosed history | 1.2 yrs | 5.8 yrs |
| Holdings · top ten weight | 53 · 43% | 94 · 31% |
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.