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 | Axis Large Cap | Nippon India Growth Mid Cap | Tata Value | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios | Axis Large Cap and Tata Value share 21% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and SBI Large Cap share 50% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | itself | Nippon India Growth Mid Cap and Tata Value share 11% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios |
| Tata ValueValue | Tata Value and Axis Large Cap share 21% of their portfolios | Tata Value and Nippon India Growth Mid Cap share 11% of their portfolios | itself | Tata Value and Mirae Asset Large Cap share 25% of their portfolios | Tata Value and SBI Large Cap share 20% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Tata Value share 25% 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 Axis Large Cap share 50% of their portfolios | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and Tata Value share 20% of their portfolios | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Mirae Asset Large Cap Fund share 58% 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 | Axis Large Cap | Nippon India Growth Mid Cap | Tata Value | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Value | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Tata Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 87% of 109 | 63% of 109 | 64% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 0.86% points | 1.15% points | 1.06% points | 0.93% points |
| Portfolio turned over a year P1 | 73% | 52% | 81% | 53% | 59% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | Sonam Udasi · ≥ 9 mo | Gaurav Misra · 7.7 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | 7.0% | 0.2% | −3.3% | −1.6% |
| 3 years p.a. | 9.2% | 18.6% | 12.9% | 8.6% | 9.2% |
| 5 years p.a. | 5.8% | 18.0% | 13.3% | 7.8% | 9.0% |
| Deepest fall (max drawdown) | −15.5% | −19.9% | −20.9% | −15.8% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹48,143 Cr | ₹8,440 Cr | ₹38,599 Cr | ₹55,417 Cr |
| Disclosed history | 5.9 yrs | 14 yrs | 11 yrs | 5.1 yrs | 5.8 yrs |
| Holdings · top ten weight | 49 · 48% | 105 · 25% | 41 · 52% | 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.