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 | Kotak Mid Cap | Mirae Asset Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Parag Parikh Flexi CapFlexi Cap | itself | Parag Parikh Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | Parag Parikh Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | Parag Parikh Flexi Cap and UTI - Flexi Cap Fund. share 21% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Mirae Asset 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 | Kotak Mid Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Mid Cap |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Parag Parikh Flexi Cap share 35% of their portfolios | 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 Mirae Asset Large Cap share 62% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI - Flexi Cap Fund. share 27% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Parag Parikh Flexi Cap share 21% of their portfolios | UTI - Flexi Cap Fund. and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | 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 | Parag Parikh Flexi Cap | Kotak Mid Cap | Mirae Asset Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Large Cap | Large Cap | Flexi Cap |
| Fund house | PPFAS Asset Management Pvt. Ltd. | Kotak Mahindra Asset Management Company Limited. | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 91% of 109 | 83% of 109 | 64% of 109 | 90% of 109 | 40% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.44% points | 1.06% points | 0.81% points | 0.68% points |
| Portfolio turned over a year P1 | 29% | not measured | 53% | 45% | 41% |
| Run by P7 | Rajeev Thakkar · 13 yrs | not known | Gaurav Misra · 7.7 yrs | Vaibhav Dusad · 5.7 yrs | Ajay Tyagi · 11 yrs |
| 1-year return | −5.1% | 4.8% | −3.3% | −5.3% | −2.3% |
| 3 years p.a. | 12.8% | 18.1% | 8.6% | 10.6% | 8.4% |
| 5 years p.a. | 11.5% | 16.8% | 7.8% | 10.9% | 4.9% |
| Deepest fall (max drawdown) | −11.0% | −20.9% | −15.8% | −15.4% | −20.1% |
| Assets (AUM) | ₹1.46 lakh Cr | ₹64,136 Cr | ₹38,599 Cr | ₹80,822 Cr | ₹23,434 Cr |
| Disclosed history | 5.0 yrs | — | 5.1 yrs | 13 yrs | 12 yrs |
| Holdings · top ten weight | 116 · 52% | none disclosed | 76 · 48% | 93 · 47% | 62 · 44% |
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.