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 | UTI - Flexi Cap Fund. | Mirae Asset Large Cap | Canara Robeco Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | itself | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Canara Robeco Large Cap share 37% of their portfolios | UTI - Flexi Cap Fund. and Nippon India Large Cap share 30% 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 UTI - Flexi Cap Fund. share 30% of their portfolios | itself | Mirae Asset Large Cap and Canara Robeco Large Cap share 65% of their portfolios | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and UTI - Flexi Cap Fund. share 37% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | itself | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | Nippon India Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | Nippon India Large Cap and Canara Robeco Large Cap share 63% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Canara Robeco Large Cap Fund share 71% 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 | UTI - Flexi Cap Fund. | Mirae Asset Large Cap | Canara Robeco Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Large Cap | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Canara Robeco Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 40% of 109 | 64% of 109 | 72% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 0.68% points | 1.06% points | 1.38% points | 1.01% points |
| Portfolio turned over a year P1 | 73% | 41% | 53% | 40% | 57% |
| Run by P7 | not known | Ajay Tyagi · 11 yrs | Gaurav Misra · 7.7 yrs | Shridatta Bhandwaldar · ≥ 1.1 yrs | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | −2.3% | −3.3% | −4.0% | −4.7% |
| 3 years p.a. | 9.2% | 8.4% | 8.6% | 10.4% | 11.1% |
| 5 years p.a. | 5.8% | 4.9% | 7.8% | 9.0% | 12.8% |
| Deepest fall (max drawdown) | −15.5% | −20.1% | −15.8% | −14.8% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹23,434 Cr | ₹38,599 Cr | ₹17,092 Cr | ₹52,344 Cr |
| Disclosed history | 5.9 yrs | 12 yrs | 5.1 yrs | 4.8 yrs | 13 yrs |
| Holdings · top ten weight | 49 · 48% | 62 · 44% | 76 · 48% | 63 · 47% | 69 · 45% |
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.