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 Large & 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 | Edelweiss Large & Mid Cap | Kotak Large & Mid Cap | Mirae Asset Large & Midcap |
|---|---|---|---|
| Edelweiss Large & Mid CapLarge & Mid Cap | itself | Edelweiss Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Edelweiss Large & Mid Cap | Edelweiss Large & Mid Cap and Mirae Asset Large & Midcap: no portfolio disclosed for Edelweiss Large & Mid Cap |
| Kotak Large & Mid CapLarge & Mid Cap | Kotak Large & Mid Cap and Edelweiss Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | itself | Kotak Large & Mid Cap and Mirae Asset Large & Midcap: no portfolio disclosed for Kotak Large & Mid Cap |
| Mirae Asset Large & MidcapLarge & Mid Cap | Mirae Asset Large & Midcap and Edelweiss Large & Mid Cap: no portfolio disclosed for Edelweiss Large & Mid Cap | Mirae Asset Large & Midcap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | itself |
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
Side by side
record, cost, returns, drawdown, size
| Measure | Edelweiss Large & Mid Cap | Kotak Large & Mid Cap | Mirae Asset Large & Midcap |
|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Edelweiss Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 75% of 83 | 85% of 109 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.60% points | 1.34% points | 1.08% points |
| Portfolio turned over a year P1 | not measured | not measured | 83% |
| Run by P7 | not known | not known | Neelesh Surana · 16 yrs |
| 1-year return | 4.0% | 1.4% | 2.6% |
| 3 years p.a. | 14.8% | 13.6% | 12.3% |
| 5 years p.a. | 13.2% | 13.7% | 10.8% |
| Deepest fall (max drawdown) | −18.2% | −18.5% | −19.5% |
| Assets (AUM) | ₹4,537 Cr | ₹30,228 Cr | ₹44,748 Cr |
| Disclosed history | — | — | 5.1 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 86 · 32% |
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.