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 Mid 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 | Axis Midcap | UTI - Flexi Cap Fund. | SBI Large Cap | Axis Large Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios | Axis Midcap and SBI Large Cap share 10% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios | itself | UTI - Flexi Cap Fund. and SBI Large Cap share 25% of their portfolios | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and SBI MIDCAP share 4% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Axis Midcap share 10% of their portfolios | SBI Large Cap and UTI - Flexi Cap Fund. share 25% of their portfolios | itself | SBI Large Cap and Axis Large Cap share 50% of their portfolios | SBI Large Cap and SBI MIDCAP share 12% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | Axis Large Cap and SBI Large Cap share 50% of their portfolios | itself | Axis Large Cap and SBI MIDCAP share 1% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and UTI - Flexi Cap Fund. share 4% of their portfolios | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Axis Large Cap Fund share 50% 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 | Axis Midcap | UTI - Flexi Cap Fund. | SBI Large Cap | Axis Large Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 40% of 109 | 45% of 109 | 47% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.68% points | 0.93% points | 1.21% points | 1.09% points |
| Portfolio turned over a year P1 | 80% | 41% | 59% | 73% | 80% |
| Run by P7 | not known | Ajay Tyagi · 11 yrs | Saurabh Pant · ≥ 3 mo | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.9% | −2.3% | −1.6% | −3.2% | 3.8% |
| 3 years p.a. | 17.1% | 8.4% | 9.2% | 9.2% | 11.0% |
| 5 years p.a. | 13.5% | 4.9% | 9.0% | 5.8% | 13.5% |
| Deepest fall (max drawdown) | −19.5% | −20.1% | −15.4% | −15.5% | −17.9% |
| Assets (AUM) | ₹32,454 Cr | ₹23,434 Cr | ₹55,417 Cr | ₹30,395 Cr | ₹24,349 Cr |
| Disclosed history | 5.9 yrs | 12 yrs | 5.8 yrs | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 91 · 30% | 62 · 44% | 57 · 47% | 49 · 48% | 64 · 28% |
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.