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 | Canara Robeco Large Cap | HDFC Large Cap | Axis Small Cap | BANDHAN Small Cap | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| Canara Robeco Large CapLarge Cap | itself | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and Axis Small Cap share 5% of their portfolios | Canara Robeco Large Cap and BANDHAN Small Cap share 5% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | itself | HDFC Large Cap and Axis Small Cap share 5% 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 | HDFC Large Cap and Axis Large Cap share 54% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and Canara Robeco Large Cap share 5% of their portfolios | Axis Small Cap and HDFC Large Cap share 5% of their portfolios | itself | Axis Small Cap and BANDHAN Small Cap share 12% of their portfolios | Axis Small Cap and Mirae Asset Large Cap share 5% of their portfolios | Axis Small Cap and Axis Large Cap share 4% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Canara Robeco Large Cap share 5% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Axis Small Cap share 12% of their portfolios | itself | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Canara Robeco Large Cap share 65% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Axis Small Cap share 5% of their portfolios | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Axis Small Cap share 4% 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 | itself |
Closest pair: Canara Robeco Large Cap Fund and Axis Large Cap Fund share 71% 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 | HDFC Large Cap | Axis Small Cap | BANDHAN Small Cap | Mirae Asset Large Cap | Axis Large Cap |
|---|---|---|---|---|---|---|
| Category | Large Cap | Large Cap | Small Cap | Small Cap | Large Cap | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 51% of 109 | 42% of 109 | 75% of 44 | 64% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 0.70% points | 1.44% points | 2.00% points | 1.06% points | 1.21% points |
| Portfolio turned over a year P1 | 40% | 45% | 63% | 68% | 53% | 73% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | not known | Kirthi Jain · ≥ 2.8 yrs | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | −4.0% | −3.2% | 10.0% | 10.4% | −3.3% | −3.2% |
| 3 years p.a. | 10.4% | 9.1% | 16.2% | 25.3% | 8.6% | 9.2% |
| 5 years p.a. | 9.0% | 10.6% | 16.4% | 20.0% | 7.8% | 5.8% |
| Deepest fall (max drawdown) | −14.8% | −16.4% | −19.4% | −22.8% | −15.8% | −15.5% |
| Assets (AUM) | ₹17,092 Cr | ₹40,166 Cr | ₹27,535 Cr | ₹31,103 Cr | ₹38,599 Cr | ₹30,395 Cr |
| Disclosed history | 4.8 yrs | 1.8 yrs | 5.9 yrs | 4.3 yrs | 5.1 yrs | 5.9 yrs |
| Holdings · top ten weight | 63 · 47% | 50 · 53% | 132 · 25% | 265 · 30% | 76 · 48% | 49 · 48% |
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.