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
Add another Small 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 Small Cap | Axis Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|
| Axis Small CapSmall Cap | itself | Axis Small Cap and Axis Large Cap share 4% of their portfolios | Axis Small Cap and Aditya Birla Sun Life Large Cap share 4% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Small Cap share 4% of their portfolios | itself | Axis Large Cap and Aditya Birla Sun Life Large Cap share 57% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Axis Small Cap share 4% of their portfolios | Aditya Birla Sun Life Large Cap and Axis Large Cap share 57% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 57% 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 | Axis Small Cap | Axis Large Cap | Aditya Birla Sun Life Large Cap |
|---|---|---|---|
| Category | Small Cap | Large Cap | Large Cap |
| Fund house | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 42% of 109 | 47% of 109 | 52% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.21% points | 0.87% points |
| Portfolio turned over a year P1 | 63% | 73% | 53% |
| Run by P7 | not known | not known | Harish Krishnan · ≥ 6 mo |
| 1-year return | 10.0% | −3.2% | −4.2% |
| 3 years p.a. | 16.2% | 9.2% | 9.5% |
| 5 years p.a. | 16.4% | 5.8% | 8.9% |
| Deepest fall (max drawdown) | −19.4% | −15.5% | −16.7% |
| Assets (AUM) | ₹27,535 Cr | ₹30,395 Cr | ₹29,521 Cr |
| Disclosed history | 5.9 yrs | 5.9 yrs | 1.3 yrs |
| Holdings · top ten weight | 132 · 25% | 49 · 48% | 77 · 43% |
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.