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 | Axis Midcap | Nippon India Growth Mid Cap | Axis Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Canara Robeco Large CapLarge Cap | itself | Canara Robeco Large Cap and Axis Midcap share 18% of their portfolios | Canara Robeco Large Cap and Nippon India Growth Mid Cap share 16% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Canara Robeco Large Cap share 18% of their portfolios | itself | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Canara Robeco Large Cap share 16% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | itself | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios | itself | Axis Large Cap and Mirae Asset Large Cap share 58% 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 Axis Midcap share 13% of their portfolios | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Axis 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 | Axis Midcap | Nippon India Growth Mid Cap | Axis Large Cap | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 44% of 109 | 87% of 109 | 47% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 1.36% points | 0.86% points | 1.21% points | 1.06% points |
| Portfolio turned over a year P1 | 40% | 80% | 52% | 73% | 53% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Rupesh Patel · 3.6 yrs | not known | Gaurav Misra · 7.7 yrs |
| 1-year return | −4.0% | 6.9% | 7.0% | −3.2% | −3.3% |
| 3 years p.a. | 10.4% | 17.1% | 18.6% | 9.2% | 8.6% |
| 5 years p.a. | 9.0% | 13.5% | 18.0% | 5.8% | 7.8% |
| Deepest fall (max drawdown) | −14.8% | −19.5% | −19.9% | −15.5% | −15.8% |
| Assets (AUM) | ₹17,092 Cr | ₹32,454 Cr | ₹48,143 Cr | ₹30,395 Cr | ₹38,599 Cr |
| Disclosed history | 4.8 yrs | 5.9 yrs | 14 yrs | 5.9 yrs | 5.1 yrs |
| Holdings · top ten weight | 63 · 47% | 91 · 30% | 105 · 25% | 49 · 48% | 76 · 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.