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.
4 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 | Mirae Asset Large & Midcap | ICICI Prudential Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|---|---|
| Edelweiss Large & Mid CapLarge & Mid Cap | itself | Edelweiss Large & Mid Cap and Mirae Asset Large & Midcap: no portfolio disclosed for Edelweiss Large & Mid Cap | Edelweiss Large & Mid Cap and ICICI Prudential Large & Mid Cap: no portfolio disclosed for Edelweiss Large & Mid Cap | Edelweiss Large & Mid Cap and SBI LARGE & MIDCAP: no portfolio disclosed for Edelweiss 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 | itself | Mirae Asset Large & Midcap and ICICI Prudential Large & Mid Cap share 25% of their portfolios | Mirae Asset Large & Midcap and SBI LARGE & MIDCAP share 29% of their portfolios |
| ICICI Prudential Large & Mid CapLarge & Mid Cap | ICICI Prudential Large & Mid Cap and Edelweiss Large & Mid Cap: no portfolio disclosed for Edelweiss Large & Mid Cap | ICICI Prudential Large & Mid Cap and Mirae Asset Large & Midcap share 25% of their portfolios | itself | ICICI Prudential Large & Mid Cap and SBI LARGE & MIDCAP share 19% of their portfolios |
| SBI LARGE & MIDCAPLarge & Mid Cap | SBI LARGE & MIDCAP and Edelweiss Large & Mid Cap: no portfolio disclosed for Edelweiss Large & Mid Cap | SBI LARGE & MIDCAP and Mirae Asset Large & Midcap share 29% of their portfolios | SBI LARGE & MIDCAP and ICICI Prudential Large & Mid Cap share 19% of their portfolios | itself |
Closest pair: Mirae Asset Large & Midcap Fund and SBI LARGE & MIDCAP FUND share 29% 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.
Edelweiss Large & Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Edelweiss Large & Mid Cap | Mirae Asset Large & Midcap | ICICI Prudential Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Edelweiss Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 75% of 83 | 63% of 109 | 53% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.60% points | 1.08% points | 1.03% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | 83% | 113% | 70% |
| Run by P7 | not known | Neelesh Surana · 16 yrs | Gaurav Jain · 3 mo | Saurabh Pant · ≥ 3 mo |
| 1-year return | 4.0% | 2.6% | 0.8% | 0.9% |
| 3 years p.a. | 14.8% | 12.3% | 15.3% | 12.7% |
| 5 years p.a. | 13.2% | 10.8% | 14.9% | 13.4% |
| Deepest fall (max drawdown) | −18.2% | −19.5% | −14.8% | −14.2% |
| Assets (AUM) | ₹4,537 Cr | ₹44,748 Cr | ₹33,351 Cr | ₹42,320 Cr |
| Disclosed history | — | 5.1 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 86 · 32% | 123 · 31% | 94 · 31% |
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.