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 | HDFC Flexi Cap | Parag Parikh Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI Large Cap |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios | Axis Large Cap and Parag Parikh Flexi Cap share 32% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | Axis Large Cap and SBI Large Cap share 50% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | itself | HDFC Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios | HDFC Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 46% of their portfolios | HDFC Flexi Cap and SBI Large Cap share 40% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Axis Large Cap share 32% of their portfolios | Parag Parikh Flexi Cap and HDFC Flexi Cap share 31% of their portfolios | itself | Parag Parikh Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | Parag Parikh Flexi Cap and SBI Large Cap share 26% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Flexi Cap share 46% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Parag Parikh Flexi Cap share 35% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Axis Large Cap share 50% of their portfolios | SBI Large Cap and HDFC Flexi Cap share 40% of their portfolios | SBI Large Cap and Parag Parikh Flexi Cap share 26% of their portfolios | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% 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 | HDFC Flexi Cap | Parag Parikh Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 68% of 109 | 91% of 109 | 90% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 0.81% points | 0.84% points | 0.81% points | 0.93% points |
| Portfolio turned over a year P1 | 73% | 48% | 29% | 45% | 59% |
| Run by P7 | not known | not known | Rajeev Thakkar · 13 yrs | Vaibhav Dusad · 5.7 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | 0.7% | −5.1% | −5.3% | −1.6% |
| 3 years p.a. | 9.2% | 15.8% | 12.8% | 10.6% | 9.2% |
| 5 years p.a. | 5.8% | 16.6% | 11.5% | 10.9% | 9.0% |
| Deepest fall (max drawdown) | −15.5% | −13.3% | −11.0% | −15.4% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹1.13 lakh Cr | ₹1.46 lakh Cr | ₹80,822 Cr | ₹55,417 Cr |
| Disclosed history | 5.9 yrs | 2.4 yrs | 5.0 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | 49 · 48% | 86 · 44% | 116 · 52% | 93 · 47% | 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.