Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | Canara Robeco Large Cap | Nippon India Growth Mid Cap | HDFC Mid Cap | SBI Large Cap |
|---|---|---|---|---|
| Canara Robeco Large CapLarge Cap | itself | Canara Robeco Large Cap and Nippon India Growth Mid Cap share 16% of their portfolios | Canara Robeco Large Cap and HDFC Mid Cap share 6% of their portfolios | Canara Robeco Large Cap and SBI Large Cap share 55% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Canara Robeco Large Cap share 16% of their portfolios | itself | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Canara Robeco Large Cap share 6% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself | HDFC Mid Cap and SBI Large Cap share 3% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Canara Robeco Large Cap share 55% of their portfolios | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and HDFC Mid Cap share 3% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and SBI Large Cap Fund share 55% 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 | Canara Robeco Large Cap | Nippon India Growth Mid Cap | HDFC Mid Cap | SBI Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 87% of 109 | 66% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 0.86% points | 0.92% points | 0.93% points |
| Portfolio turned over a year P1 | 40% | 52% | 38% | 59% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | Rupesh Patel · 3.6 yrs | not known | Saurabh Pant · ≥ 3 mo |
| 1-year return | −4.0% | 7.0% | 6.6% | −1.6% |
| 3 years p.a. | 10.4% | 18.6% | 17.6% | 9.2% |
| 5 years p.a. | 9.0% | 18.0% | 18.9% | 9.0% |
| Deepest fall (max drawdown) | −14.8% | −19.9% | −16.8% | −15.4% |
| Assets (AUM) | ₹17,092 Cr | ₹48,143 Cr | ₹1.07 lakh Cr | ₹55,417 Cr |
| Disclosed history | 4.8 yrs | 14 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 63 · 47% | 105 · 25% | 81 · 37% | 57 · 47% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.