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 | SBI FLEXICAP | ICICI Prudential Flexi Cap | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and SBI FLEXICAP share 36% of their portfolios | Axis Large Cap and ICICI Prudential Flexi Cap share 39% 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 |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Axis Large Cap share 36% of their portfolios | itself | SBI FLEXICAP and ICICI Prudential Flexi Cap share 24% of their portfolios | SBI FLEXICAP and Mirae Asset Large Cap share 39% of their portfolios | SBI FLEXICAP and SBI Large Cap share 36% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Axis Large Cap share 39% of their portfolios | ICICI Prudential Flexi Cap and SBI FLEXICAP share 24% of their portfolios | itself | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | ICICI Prudential Flexi Cap and SBI Large Cap share 35% 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 SBI FLEXICAP share 39% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Flexi Cap share 37% 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 SBI FLEXICAP share 36% of their portfolios | SBI Large Cap and ICICI Prudential Flexi Cap share 35% 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 | SBI FLEXICAP | ICICI Prudential Flexi Cap | Mirae Asset Large Cap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Flexi Cap | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | ICICI Prudential Asset Management Company 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 | 58% of 109 | 96% of 27 | 64% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.03% points | 1.28% points | 1.06% points | 0.93% points |
| Portfolio turned over a year P1 | 73% | 129% | 52% | 53% | 59% |
| Run by P7 | not known | Anup Upadhyay · ≥ 3 mo | Rajat Chandak · 5.2 yrs | Gaurav Misra · 7.7 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | −2.1% | 3.8% | −3.3% | −1.6% |
| 3 years p.a. | 9.2% | 8.6% | 16.2% | 8.6% | 9.2% |
| 5 years p.a. | 5.8% | 8.2% | 15.0% | 7.8% | 9.0% |
| Deepest fall (max drawdown) | −15.5% | −16.0% | −19.7% | −15.8% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹22,888 Cr | ₹25,256 Cr | ₹38,599 Cr | ₹55,417 Cr |
| Disclosed history | 5.9 yrs | 5.8 yrs | 5.2 yrs | 5.1 yrs | 5.8 yrs |
| Holdings · top ten weight | 49 · 48% | 71 · 36% | 80 · 45% | 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.