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.
6 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 MultiCap | BANDHAN Small Cap | Mirae Asset Large Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| Axis Large CapLarge Cap | itself | Axis Large Cap and SBI MultiCap share 19% of their portfolios | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Large Cap share 19% of their portfolios | itself | SBI MultiCap and BANDHAN Small Cap share 6% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and SBI MultiCap share 6% of their portfolios | itself | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 5% 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 MultiCap share 20% of their portfolios | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% 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 SBI MultiCap share 21% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and BANDHAN Small Cap share 5% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% 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 MultiCap | BANDHAN Small Cap | Mirae Asset Large Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Small Cap | Large Cap | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 47% of 109 | 0% of 19 | 75% of 44 | 64% of 109 | 51% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.21% points | 1.00% points | 2.00% points | 1.06% points | 0.70% points | 0.81% points |
| Portfolio turned over a year P1 | 73% | 85% | 68% | 53% | 45% | 45% |
| Run by P7 | not known | Bectors Food · ≥ 3 mo | Kirthi Jain · ≥ 2.8 yrs | Gaurav Misra · 7.7 yrs | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −3.2% | −0.6% | 10.4% | −3.3% | −3.2% | −5.3% |
| 3 years p.a. | 9.2% | 13.3% | 25.3% | 8.6% | 9.1% | 10.6% |
| 5 years p.a. | 5.8% | — | 20.0% | 7.8% | 10.6% | 10.9% |
| Deepest fall (max drawdown) | −15.5% | −15.1% | −22.8% | −15.8% | −16.4% | −15.4% |
| Assets (AUM) | ₹30,395 Cr | ₹24,138 Cr | ₹31,103 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹80,822 Cr |
| Disclosed history | 5.9 yrs | 3.7 yrs | 4.3 yrs | 5.1 yrs | 1.8 yrs | 13 yrs |
| Holdings · top ten weight | 49 · 48% | 72 · 30% | 265 · 30% | 76 · 48% | 50 · 53% | 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.