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 | Quant Multi Cap | HDFC Multi Cap | Nippon India 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 HDFC Multi Cap share 39% of their portfolios | Canara Robeco Large Cap and Nippon India Large Cap share 63% 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 HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Nippon India Large Cap share 7% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Canara Robeco Large Cap share 39% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios | itself | HDFC Multi Cap and Nippon India Large Cap share 36% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Canara Robeco Large Cap share 63% of their portfolios | Nippon India Large Cap and Quant Multi Cap share 7% of their portfolios | Nippon India Large Cap and HDFC Multi Cap share 36% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Nippon India Large Cap Fund share 63% 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 | HDFC Multi Cap | Nippon India Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Multi Cap | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | quant Money Managers Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 73% of 109 | 73% of 22 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 0.93% points | 1.30% points | 1.01% points |
| Portfolio turned over a year P1 | 40% | 88% | 79% | 57% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | Ankit Pande · ≥ 2.5 yrs | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −4.0% | 4.9% | −2.2% | −4.7% |
| 3 years p.a. | 10.4% | 10.5% | 12.0% | 11.1% |
| 5 years p.a. | 9.0% | 11.7% | — | 12.8% |
| Deepest fall (max drawdown) | −14.8% | −25.3% | −20.2% | −15.4% |
| Assets (AUM) | ₹17,092 Cr | ₹7,717 Cr | ₹20,765 Cr | ₹52,344 Cr |
| Disclosed history | 4.8 yrs | 6.9 yrs | 2.4 yrs | 13 yrs |
| Holdings · top ten weight | 63 · 47% | 74 · 53% | 127 · 23% | 69 · 45% |
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.