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 Flexi 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 | Parag Parikh Flexi Cap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | SBI FLEXICAP | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Parag Parikh Flexi CapFlexi Cap | itself | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | Parag Parikh Flexi Cap and Aditya Birla Sun Life Large Cap share 33% of their portfolios | Parag Parikh Flexi Cap and SBI FLEXICAP share 20% of their portfolios | Parag Parikh Flexi Cap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and SBI FLEXICAP share 32% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Parag Parikh Flexi Cap share 33% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself | Aditya Birla Sun Life Large Cap and SBI FLEXICAP share 39% of their portfolios | Aditya Birla Sun Life Large Cap and Aditya Birla Sun Life Flexi Cap share 59% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Parag Parikh Flexi Cap share 20% of their portfolios | SBI FLEXICAP and HDFC Large Cap share 32% of their portfolios | SBI FLEXICAP and Aditya Birla Sun Life Large Cap share 39% of their portfolios | itself | SBI FLEXICAP and Aditya Birla Sun Life Flexi Cap share 29% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Aditya Birla Sun Life Large Cap share 59% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI FLEXICAP share 29% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 59% 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 | Parag Parikh Flexi Cap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | SBI FLEXICAP | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Flexi Cap | Flexi Cap |
| Fund house | PPFAS Asset Management Pvt. Ltd. | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 91% of 109 | 51% of 109 | 52% of 109 | 58% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.70% points | 0.87% points | 1.03% points | 1.02% points |
| Portfolio turned over a year P1 | 29% | 45% | 53% | 129% | 50% |
| Run by P7 | Rajeev Thakkar · 13 yrs | not known | Harish Krishnan · ≥ 6 mo | Anup Upadhyay · ≥ 3 mo | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −5.1% | −3.2% | −4.2% | −2.1% | 7.3% |
| 3 years p.a. | 12.8% | 9.1% | 9.5% | 8.6% | 15.0% |
| 5 years p.a. | 11.5% | 10.6% | 8.9% | 8.2% | 11.6% |
| Deepest fall (max drawdown) | −11.0% | −16.4% | −16.7% | −16.0% | −17.0% |
| Assets (AUM) | ₹1.46 lakh Cr | ₹40,166 Cr | ₹29,521 Cr | ₹22,888 Cr | ₹27,401 Cr |
| Disclosed history | 5.0 yrs | 1.8 yrs | 1.3 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 116 · 52% | 50 · 53% | 77 · 43% | 71 · 36% | 89 · 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.