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 | Canara Robeco Large Cap | Quant Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Canara Robeco Large CapLarge Cap | itself | Canara Robeco Large Cap and Quant Multi Cap share 9% of their portfolios | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and Aditya Birla Sun Life Large Cap share 65% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Canara Robeco Large Cap share 9% of their portfolios | itself | Quant Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | Quant Multi Cap and Aditya Birla Sun Life Large Cap share 10% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | 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 Quant Multi Cap share 8% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life Large Cap share 55% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Canara Robeco Large Cap share 65% of their portfolios | Aditya Birla Sun Life Large Cap and Quant Multi Cap share 10% of their portfolios | Aditya Birla Sun Life Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 65% 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 | Quant Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Large Cap | Large Cap | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | quant Money Managers Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 73% of 109 | 90% of 109 | 51% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 0.93% points | 0.81% points | 0.70% points | 0.87% points |
| Portfolio turned over a year P1 | 40% | 88% | 45% | 45% | 53% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | Ankit Pande · ≥ 2.5 yrs | Vaibhav Dusad · 5.7 yrs | not known | Harish Krishnan · ≥ 6 mo |
| 1-year return | −4.0% | 4.9% | −5.3% | −3.2% | −4.2% |
| 3 years p.a. | 10.4% | 10.5% | 10.6% | 9.1% | 9.5% |
| 5 years p.a. | 9.0% | 11.7% | 10.9% | 10.6% | 8.9% |
| Deepest fall (max drawdown) | −14.8% | −25.3% | −15.4% | −16.4% | −16.7% |
| Assets (AUM) | ₹17,092 Cr | ₹7,717 Cr | ₹80,822 Cr | ₹40,166 Cr | ₹29,521 Cr |
| Disclosed history | 4.8 yrs | 6.9 yrs | 13 yrs | 1.8 yrs | 1.3 yrs |
| Holdings · top ten weight | 63 · 47% | 74 · 53% | 93 · 47% | 50 · 53% | 77 · 43% |
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.