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.
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 | Axis Midcap | UTI Value | Nippon India 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 UTI Value share 49% of their portfolios | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Canara Robeco Large Cap share 18% of their portfolios | itself | Axis Midcap and UTI Value share 10% of their portfolios | Axis Midcap and Nippon India Large Cap share 13% of their portfolios |
| UTI ValueValue | UTI Value and Canara Robeco Large Cap share 49% of their portfolios | UTI Value and Axis Midcap share 10% of their portfolios | itself | UTI Value and Nippon India Large Cap share 43% 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 Axis Midcap share 13% of their portfolios | Nippon India Large Cap and UTI Value share 43% 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 | Axis Midcap | UTI Value | Nippon India Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Value | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 44% of 109 | 37% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 1.36% points | 0.79% points | 1.01% points |
| Portfolio turned over a year P1 | 40% | 80% | 47% | 57% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Amit Premchandani · 8.6 yrs | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −4.0% | 6.9% | −4.1% | −4.7% |
| 3 years p.a. | 10.4% | 17.1% | 12.1% | 11.1% |
| 5 years p.a. | 9.0% | 13.5% | 11.0% | 12.8% |
| Deepest fall (max drawdown) | −14.8% | −19.5% | −17.2% | −15.4% |
| Assets (AUM) | ₹17,092 Cr | ₹32,454 Cr | ₹9,603 Cr | ₹52,344 Cr |
| Disclosed history | 4.8 yrs | 5.9 yrs | 12 yrs | 13 yrs |
| Holdings · top ten weight | 63 · 47% | 91 · 30% | 71 · 41% | 69 · 45% |
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.