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 Mid 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 | Motilal Oswal Midcap | Canara Robeco Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap | Axis Midcap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Canara Robeco Large Cap share 12% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Motilal Oswal Midcap share 12% of their portfolios | itself | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and Axis Midcap share 18% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Canara Robeco Large Cap share 63% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | itself | Axis Large Cap and Axis Midcap share 16% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and Canara Robeco Large Cap share 18% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Axis Large Cap Fund share 71% 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 | Motilal Oswal Midcap | Canara Robeco Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Canara Robeco Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 72% of 109 | 90% of 109 | 47% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.38% points | 0.81% points | 1.21% points | 1.36% points |
| Portfolio turned over a year P1 | 92% | 40% | 45% | 73% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Shridatta Bhandwaldar · ≥ 1.1 yrs | Vaibhav Dusad · 5.7 yrs | not known | not known |
| 1-year return | −0.5% | −4.0% | −5.3% | −3.2% | 6.9% |
| 3 years p.a. | 19.5% | 10.4% | 10.6% | 9.2% | 17.1% |
| 5 years p.a. | 21.1% | 9.0% | 10.9% | 5.8% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −14.8% | −15.4% | −15.5% | −19.5% |
| Assets (AUM) | ₹41,706 Cr | ₹17,092 Cr | ₹80,822 Cr | ₹30,395 Cr | ₹32,454 Cr |
| Disclosed history | 4.0 yrs | 4.8 yrs | 13 yrs | 5.9 yrs | 5.9 yrs |
| Holdings · top ten weight | 32 · 54% | 63 · 47% | 93 · 47% | 49 · 48% | 91 · 30% |
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.