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.
Overlap
share of the portfolio the two funds hold in common
| Navi Large & Midcap | SBI LARGE & MIDCAP | |
|---|---|---|
| Navi Large & Midcap | itself | 14% |
| SBI LARGE & MIDCAP | 14% | itself |
Most alike: Navi Large & Midcap Fund and SBI LARGE & MIDCAP FUND share 14% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Navi Large & Midcap | SBI LARGE & MIDCAP |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | 30% of 94 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.10% | 0.81% |
| Portfolio turned over a year P1 | 82% | 70% |
| Run by P7 | Ashutosh Shirwaikar · 1.5 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | 3.7% | 0.9% |
| 3 years p.a. | 10.3% | 12.7% |
| 5 years p.a. | 10.8% | 13.4% |
| Deepest fall (max drawdown) | −18.8% | −14.2% |
| Assets (AUM) | ₹311 Cr | ₹42,320 Cr |
| Disclosed history | 3.2 yrs | 5.8 yrs |
| Holdings · top ten weight | 81 · 30% | 94 · 31% |
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.