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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | SBI MIDCAP |
|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and SBI MIDCAP share 1% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Axis Large Cap Fund and SBI MIDCAP FUND, share 1%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | SBI MIDCAP |
|---|---|---|
| Category | Large Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.09% points |
| Portfolio turned over a year P1 | 73% | 80% |
| Run by P7 | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | −3.2% | 3.8% |
| 3 years p.a. | 9.2% | 11.0% |
| 5 years p.a. | 5.8% | 13.5% |
| Deepest fall (max drawdown) | −15.5% | −17.9% |
| Assets (AUM) | ₹30,395 Cr | ₹24,349 Cr |
| Disclosed history | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 49 · 48% | 64 · 28% |
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.