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 | Kotak Multi Cap | Quant Small Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI Large Cap |
|---|---|---|---|---|---|
| Canara Robeco Large CapLarge Cap | itself | Canara Robeco Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Canara Robeco Large Cap and Quant Small Cap share 3% of their portfolios | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios | Canara Robeco Large Cap and SBI Large Cap share 55% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Canara Robeco Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Quant Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI Large Cap: no portfolio disclosed for Kotak Multi Cap |
| Quant Small CapSmall Cap | Quant Small Cap and Canara Robeco Large Cap share 3% of their portfolios | Quant Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Quant Small Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 3% of their portfolios | Quant Small Cap and SBI Large Cap share 6% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Canara Robeco Large Cap share 63% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Quant Small Cap share 3% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Canara Robeco Large Cap share 55% of their portfolios | SBI Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI Large Cap and Quant Small Cap share 6% of their portfolios | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Kotak Multi Cap | Quant Small Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Small Cap | Large Cap | Large Cap |
| Fund house | Canara Robeco Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 72% of 109 | 100% of 24 | 69% of 109 | 90% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.38% points | 1.62% points | 0.84% points | 0.81% points | 0.93% points |
| Portfolio turned over a year P1 | 40% | not measured | 75% | 45% | 59% |
| Run by P7 | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Ankit Pande · ≥ 2.5 yrs | Vaibhav Dusad · 5.7 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −4.0% | 4.2% | 12.7% | −5.3% | −1.6% |
| 3 years p.a. | 10.4% | 17.3% | 18.5% | 10.6% | 9.2% |
| 5 years p.a. | 9.0% | — | 19.2% | 10.9% | 9.0% |
| Deepest fall (max drawdown) | −14.8% | −21.0% | −24.4% | −15.4% | −15.4% |
| Assets (AUM) | ₹17,092 Cr | ₹25,937 Cr | ₹34,069 Cr | ₹80,822 Cr | ₹55,417 Cr |
| Disclosed history | 4.8 yrs | — | 7.5 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | 63 · 47% | none disclosed | 120 · 43% | 93 · 47% | 57 · 47% |
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.