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 | Canara Robeco Large Cap | Kotak Multi Cap | SBI MultiCap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Large Cap and SBI MultiCap share 19% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | itself | Canara Robeco Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Canara Robeco Large Cap and SBI MultiCap share 21% of their portfolios | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Canara Robeco Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and Canara Robeco Large Cap share 21% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% 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 Canara Robeco Large Cap share 63% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% 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.
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Canara Robeco Large Cap | Kotak Multi Cap | SBI MultiCap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Multi Cap | Multi Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | Canara Robeco Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 72% of 109 | 100% of 24 | 0% of 19 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.38% points | 1.62% points | 1.00% points | 0.81% points |
| Portfolio turned over a year P1 | 73% | 40% | not measured | 85% | 45% |
| Run by P7 | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Bectors Food · ≥ 3 mo | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −3.2% | −4.0% | 4.2% | −0.6% | −5.3% |
| 3 years p.a. | 9.2% | 10.4% | 17.3% | 13.3% | 10.6% |
| 5 years p.a. | 5.8% | 9.0% | — | — | 10.9% |
| Deepest fall (max drawdown) | −15.5% | −14.8% | −21.0% | −15.1% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹17,092 Cr | ₹25,937 Cr | ₹24,138 Cr | ₹80,822 Cr |
| Disclosed history | 5.9 yrs | 4.8 yrs | — | 3.7 yrs | 13 yrs |
| Holdings · top ten weight | 49 · 48% | 63 · 47% | none disclosed | 72 · 30% | 93 · 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.