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.
6 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 | Mirae Asset Large Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Mid Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Growth Mid Cap share 12% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 12% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Mirae Asset Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid 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 | Axis Midcap | Mirae Asset Large Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Mid Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 64% of 109 | 51% of 109 | 90% of 109 | 83% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.06% points | 0.70% points | 0.81% points | 1.44% points | 0.86% points |
| Portfolio turned over a year P1 | 80% | 53% | 45% | 45% | not measured | 52% |
| Run by P7 | not known | Gaurav Misra · 7.7 yrs | not known | Vaibhav Dusad · 5.7 yrs | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 6.9% | −3.3% | −3.2% | −5.3% | 4.8% | 7.0% |
| 3 years p.a. | 17.1% | 8.6% | 9.1% | 10.6% | 18.1% | 18.6% |
| 5 years p.a. | 13.5% | 7.8% | 10.6% | 10.9% | 16.8% | 18.0% |
| Deepest fall (max drawdown) | −19.5% | −15.8% | −16.4% | −15.4% | −20.9% | −19.9% |
| Assets (AUM) | ₹32,454 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹80,822 Cr | ₹64,136 Cr | ₹48,143 Cr |
| Disclosed history | 5.9 yrs | 5.1 yrs | 1.8 yrs | 13 yrs | — | 14 yrs |
| Holdings · top ten weight | 91 · 30% | 76 · 48% | 50 · 53% | 93 · 47% | none disclosed | 105 · 25% |
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.