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 SMALL CAP | Kotak Mid Cap | HDFC Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and SBI SMALL CAP share 0% of their portfolios | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and Axis Large Cap share 0% of their portfolios | itself | SBI SMALL CAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI SMALL CAP and HDFC Large Cap share 0% of their portfolios | SBI SMALL CAP and Nippon India Large Cap share 2% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Axis Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and SBI SMALL CAP share 0% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Large Cap and Nippon India Large Cap share 42% 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 SBI SMALL CAP share 2% of their portfolios | Nippon India Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and HDFC Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid 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 | SBI SMALL CAP | Kotak Mid Cap | HDFC Large Cap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Small Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 49% of 109 | 83% of 109 | 51% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.31% points | 1.44% points | 0.70% points | 1.01% points |
| Portfolio turned over a year P1 | 73% | 54% | not measured | 45% | 57% |
| Run by P7 | not known | R Srinivasan · ≥ 3 mo | not known | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | 6.6% | 4.8% | −3.2% | −4.7% |
| 3 years p.a. | 9.2% | 12.3% | 18.1% | 9.1% | 11.1% |
| 5 years p.a. | 5.8% | 14.2% | 16.8% | 10.6% | 12.8% |
| Deepest fall (max drawdown) | −15.5% | −22.4% | −20.9% | −16.4% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹39,942 Cr | ₹64,136 Cr | ₹40,166 Cr | ₹52,344 Cr |
| Disclosed history | 5.9 yrs | 5.8 yrs | — | 1.8 yrs | 13 yrs |
| Holdings · top ten weight | 49 · 48% | 73 · 37% | none disclosed | 50 · 53% | 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.