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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 17% of their portfolios | Mahindra Manulife Multi Cap and SBI Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mahindra Manulife Multi Cap share 17% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Multi Cap share 36% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios | itself | SBI Large Cap and Nippon India Multi Cap share 31% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios | Nippon India Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 36% of their portfolios | Nippon India Multi Cap and SBI Large Cap share 31% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap Fund share 52% 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 | Mahindra Manulife Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 90% of 109 | 45% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 0.81% points | 0.93% points | 0.84% points |
| Portfolio turned over a year P1 | 151% | 45% | 59% | 66% |
| Run by P7 | Vishal Jajoo · 10 mo | Vaibhav Dusad · 5.7 yrs | Saurabh Pant · ≥ 3 mo | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 12.5% | −5.3% | −1.6% | −1.4% |
| 3 years p.a. | 17.9% | 10.6% | 9.2% | 13.5% |
| 5 years p.a. | 16.0% | 10.9% | 9.0% | 16.4% |
| Deepest fall (max drawdown) | −20.2% | −15.4% | −15.4% | −18.6% |
| Assets (AUM) | ₹7,471 Cr | ₹80,822 Cr | ₹55,417 Cr | ₹53,760 Cr |
| Disclosed history | 9.4 yrs | 13 yrs | 5.8 yrs | 14 yrs |
| Holdings · top ten weight | 73 · 38% | 93 · 47% | 57 · 47% | 123 · 29% |
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.