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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 of 6 chosen
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | IDBI Equity Savings Fund IDCW Option Direct | HDFC Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|
| IDBI Equity Savings Fund IDCW Option DirectUncategorised | itself | IDBI Equity Savings Fund IDCW Option Direct and HDFC Mid Cap: no portfolio disclosed for IDBI Equity Savings Fund IDCW Option Direct | IDBI Equity Savings Fund IDCW Option Direct and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for IDBI Equity Savings Fund IDCW Option Direct |
| HDFC Mid CapMid Cap | HDFC Mid Cap and IDBI Equity Savings Fund IDCW Option Direct: no portfolio disclosed for IDBI Equity Savings Fund IDCW Option Direct | itself | HDFC Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and IDBI Equity Savings Fund IDCW Option Direct: no portfolio disclosed for IDBI Equity Savings Fund IDCW Option Direct | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Mid Cap share 4% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Mid Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund), share 4%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
IDBI Equity Savings Fund IDCW Option Direct has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | IDBI Equity Savings Fund IDCW Option Direct | HDFC Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|
| Category | Uncategorised | Mid Cap | Large Cap |
| Fund house | UNKNOWN | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 66% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.92% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | 38% | 45% |
| Run by P7 | not known | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | 8.1% | 6.6% | −5.3% |
| 3 years p.a. | 8.7% | 17.6% | 10.6% |
| 5 years p.a. | 6.3% | 18.9% | 10.9% |
| Deepest fall (max drawdown) | not computed | −16.8% | −15.4% |
| Assets (AUM) | ₹0 Cr | ₹1.07 lakh Cr | ₹80,822 Cr |
| Disclosed history | — | 10 mo | 13 yrs |
| Holdings · top ten weight | none disclosed | 81 · 37% | 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.