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 | ICICI Prudential Multi Cap | HSBC Value | HDFC Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios | Axis Large Cap and HSBC Value share 28% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Aditya Birla Sun Life Large Cap share 57% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Axis Large Cap share 13% of their portfolios | itself | ICICI Prudential Multi Cap and HSBC Value share 13% of their portfolios | ICICI Prudential Multi Cap and HDFC Large Cap share 9% of their portfolios | ICICI Prudential Multi Cap and Aditya Birla Sun Life Large Cap share 17% of their portfolios |
| HSBC ValueValue | HSBC Value and Axis Large Cap share 28% of their portfolios | HSBC Value and ICICI Prudential Multi Cap share 13% of their portfolios | itself | HSBC Value and HDFC Large Cap share 24% of their portfolios | HSBC Value and Aditya Birla Sun Life Large Cap share 36% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and ICICI Prudential Multi Cap share 9% of their portfolios | HDFC Large Cap and HSBC Value share 24% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Axis Large Cap share 57% of their portfolios | Aditya Birla Sun Life Large Cap and ICICI Prudential Multi Cap share 17% of their portfolios | Aditya Birla Sun Life Large Cap and HSBC Value share 36% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 57% 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 | ICICI Prudential Multi Cap | HSBC Value | HDFC Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Value | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 49% of 109 | 100% of 11 | 51% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.03% points | 1.12% points | 0.70% points | 0.87% points |
| Portfolio turned over a year P1 | 73% | 108% | 75% | 45% | 53% |
| Run by P7 | not known | Lalit Kumar · 1.1 yrs | Venugopal Manghat · 14 yrs | not known | Harish Krishnan · ≥ 6 mo |
| 1-year return | −3.2% | 6.8% | 2.4% | −3.2% | −4.2% |
| 3 years p.a. | 9.2% | 15.9% | 15.9% | 9.1% | 9.5% |
| 5 years p.a. | 5.8% | 15.0% | — | 10.6% | 8.9% |
| Deepest fall (max drawdown) | −15.5% | −17.3% | −19.6% | −16.4% | −16.7% |
| Assets (AUM) | ₹30,395 Cr | ₹19,305 Cr | ₹15,373 Cr | ₹40,166 Cr | ₹29,521 Cr |
| Disclosed history | 5.9 yrs | 11 yrs | 3.8 yrs | 1.8 yrs | 1.3 yrs |
| Holdings · top ten weight | 49 · 48% | 167 · 24% | 86 · 32% | 50 · 53% | 77 · 43% |
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.