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.
4 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 | Axis Small Cap | UTI Value | Nippon India Large Cap |
|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and Axis Small Cap share 4% of their portfolios | Axis Large Cap and UTI Value share 41% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and Axis Large Cap share 4% of their portfolios | itself | Axis Small Cap and UTI Value share 7% of their portfolios | Axis Small Cap and Nippon India Large Cap share 5% of their portfolios |
| UTI ValueValue | UTI Value and Axis Large Cap share 41% of their portfolios | UTI Value and Axis Small Cap share 7% of their portfolios | itself | UTI Value and Nippon India Large Cap share 43% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | Nippon India Large Cap and Axis Small Cap share 5% of their portfolios | Nippon India Large Cap and UTI Value share 43% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Nippon India Large Cap Fund share 53% 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 | Axis Small Cap | UTI Value | Nippon India Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Small Cap | Value | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 42% of 109 | 37% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.44% points | 0.79% points | 1.01% points |
| Portfolio turned over a year P1 | 73% | 63% | 47% | 57% |
| Run by P7 | not known | not known | Amit Premchandani · 8.6 yrs | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | 10.0% | −4.1% | −4.7% |
| 3 years p.a. | 9.2% | 16.2% | 12.1% | 11.1% |
| 5 years p.a. | 5.8% | 16.4% | 11.0% | 12.8% |
| Deepest fall (max drawdown) | −15.5% | −19.4% | −17.2% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹27,535 Cr | ₹9,603 Cr | ₹52,344 Cr |
| Disclosed history | 5.9 yrs | 5.9 yrs | 12 yrs | 13 yrs |
| Holdings · top ten weight | 49 · 48% | 132 · 25% | 71 · 41% | 69 · 45% |
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.