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
| Kotak Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | |
|---|---|---|
| Kotak Large Cap | itself | 0% |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 0% | itself |
Most alike: Kotak Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 78% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.33% | 0.81% |
| Portfolio turned over a year P1 | not measured | 45% |
| Run by P7 | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −3.6% | −5.3% |
| 3 years p.a. | 10.2% | 10.6% |
| 5 years p.a. | 9.1% | 10.9% |
| Deepest fall (max drawdown) | −16.5% | −15.4% |
| Assets (AUM) | ₹10,576 Cr | ₹80,822 Cr |
| Disclosed history | — | 13 yrs |
| Holdings · top ten weight | — · — | 93 · 47% |
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.