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.
4 of 6 chosen
Add another Multi 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 | Mahindra Manulife Multi Cap | Nippon India Multi Cap | Mirae Asset Large Cap | HDFC Multi Cap |
|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | Mahindra Manulife Multi Cap and Mirae Asset Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios | itself | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios | itself | Mirae Asset Large Cap and HDFC Multi Cap share 37% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios | HDFC Multi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and Mirae Asset Large Cap Fund share 38% 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.
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 | Mahindra Manulife Multi Cap | Nippon India Multi Cap | Mirae Asset Large Cap | HDFC Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Large Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | Nippon Life India Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 50% of 109 | 64% of 109 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 0.84% points | 1.06% points | 1.30% points |
| Portfolio turned over a year P1 | 151% | 66% | 53% | 79% |
| Run by P7 | Vishal Jajoo · 10 mo | Sailesh Raj Bhan · 21 yrs | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | 12.5% | −1.4% | −3.3% | −2.2% |
| 3 years p.a. | 17.9% | 13.5% | 8.6% | 12.0% |
| 5 years p.a. | 16.0% | 16.4% | 7.8% | — |
| Deepest fall (max drawdown) | −20.2% | −18.6% | −15.8% | −20.2% |
| Assets (AUM) | ₹7,471 Cr | ₹53,760 Cr | ₹38,599 Cr | ₹20,765 Cr |
| Disclosed history | 9.4 yrs | 14 yrs | 5.1 yrs | 2.4 yrs |
| Holdings · top ten weight | 73 · 38% | 123 · 29% | 76 · 48% | 127 · 23% |
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.