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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

  • Kotak FMP Series 113 (1094 Days)Income · no portfolio disclosed×
  • SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)Income×
  • HDFC FMP 1861D March 2022Income · no portfolio disclosed×
  • ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap×
  • Nippon India Multi Cap FundMulti Cap×
  • Parag Parikh Flexi Cap FundFlexi Cap×

Overlap

share of the portfolio the two funds hold in common

each fundagainst each otherKotak FMP Series 113 (1094 Days)SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)HDFC FMP 1861D March 2022ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Nippon India Multi CapParag Parikh Flexi Cap
Kotak FMP Series 113 (1094 Days)Income
itself
Kotak FMP Series 113 (1094 Days) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
Kotak FMP Series 113 (1094 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
Kotak FMP Series 113 (1094 Days) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
Kotak FMP Series 113 (1094 Days) and Nippon India Multi Cap: no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
Kotak FMP Series 113 (1094 Days) and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)Income
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
itself
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and Nippon India Multi Cap share 0% of their portfolios
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) and Parag Parikh Flexi Cap share 0% of their portfolios
HDFC FMP 1861D March 2022Income
HDFC FMP 1861D March 2022 and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days): no portfolio disclosed for HDFC FMP 1861D March 2022
itself
HDFC FMP 1861D March 2022 and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and Nippon India Multi Cap: no portfolio disclosed for HDFC FMP 1861D March 2022
HDFC FMP 1861D March 2022 and Parag Parikh Flexi Cap: no portfolio disclosed for HDFC FMP 1861D March 2022
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
itself
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Multi Cap share 36% of their portfolios
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Parag Parikh Flexi Cap share 35% of their portfolios
Nippon India Multi CapMulti Cap
Nippon India Multi Cap and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
Nippon India Multi Cap and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
Nippon India Multi Cap and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
Nippon India Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 36% of their portfolios
itself
Nippon India Multi Cap and Parag Parikh Flexi Cap share 23% of their portfolios
Parag Parikh Flexi CapFlexi Cap
Parag Parikh Flexi Cap and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days)
Parag Parikh Flexi Cap and SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days) share 0% of their portfolios
Parag Parikh Flexi Cap and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022
Parag Parikh Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios
Parag Parikh Flexi Cap and Nippon India Multi Cap share 23% of their portfolios
itself

Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Multi Cap Fund share 36% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.

2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.

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

MeasureKotak FMP Series 113 (1094 Days)SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)HDFC FMP 1861D March 2022ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Nippon India Multi CapParag Parikh Flexi Cap
CategoryIncomeIncomeIncomeLarge CapMulti CapFlexi Cap
Fund houseKotak Mahindra Asset Management Company Limited.SBI Funds Management LimitedHDFC Asset Management Company LimitedICICI Prudential Asset Management Company LimitedNippon Life India Asset Management LimitedPPFAS Asset Management Pvt. Ltd.
Share of three-year stretches it beat its category P40% of 289% of 1989% of 1990% of 10950% of 10991% of 109
Regular plan costs more than Direct by, a year P50.37% points0.12% points0.17% points0.81% points0.84% points0.84% points
Portfolio turned over a year P1not measurednot measurednot measured45%66%29%
Run by P7not knownnot knownnot knownVaibhav Dusad · 5.7 yrsSailesh Raj Bhan · 21 yrsRajeev Thakkar · 13 yrs
1-year return5.3%6.0%6.0%−5.3%−1.4%−5.1%
3 years p.a.7.7%7.5%7.5%10.6%13.5%12.8%
5 years p.a.———10.9%16.4%11.5%
Deepest fall (max drawdown)not computed−0.4%−0.3%−15.4%−18.6%−11.0%
Assets (AUM)₹0 Cr₹358 Cr₹500 Cr₹80,822 Cr₹53,760 Cr₹1.46 lakh Cr
Disclosed history—3.7 yrs—13 yrs14 yrs5.0 yrs
Holdings · top ten weightnone disclosed26 · 75%none disclosed93 · 47%123 · 29%116 · 52%

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.