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.
Overlap
share of the portfolio the two funds hold in common
| Canara Robeco Large Cap | HDFC Large Cap | |
|---|---|---|
| Canara Robeco Large Cap | itself | 56% |
| HDFC Large Cap | 56% | itself |
Most alike: Canara Robeco Large Cap Fund and HDFC Large Cap Fund share 56% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Canara Robeco Large Cap | HDFC Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% | 0.70% |
| Portfolio turned over a year P1 | 40% | 45% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known |
| 1-year return | −4.0% | −3.2% |
| 3 years p.a. | 10.4% | 9.1% |
| 5 years p.a. | 9.0% | 10.6% |
| Deepest fall (max drawdown) | −14.8% | −16.4% |
| Assets (AUM) | ₹17,092 Cr | ₹40,166 Cr |
| Disclosed history | 4.8 yrs | 1.8 yrs |
| Holdings · top ten weight | 63 · 47% | 50 · 53% |
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.