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 | Axis Large Cap | Aditya Birla Sun Life Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and Aditya Birla Sun Life Large Cap share 19% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Mahindra Manulife Multi Cap share 18% of their portfolios | itself | Axis Large Cap and Aditya Birla Sun Life Large Cap share 57% of their portfolios | Axis Large Cap and Nippon India Multi Cap share 34% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Mahindra Manulife Multi Cap share 19% of their portfolios | Aditya Birla Sun Life Large Cap and Axis Large Cap share 57% of their portfolios | itself | Aditya Birla Sun Life Large Cap and Nippon India Multi Cap share 35% 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 Axis Large Cap share 34% of their portfolios | Nippon India Multi Cap and Aditya Birla Sun Life Large Cap share 35% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 57% 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 | Axis Large Cap | Aditya Birla Sun Life Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 47% of 109 | 52% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 1.21% points | 0.87% points | 0.84% points |
| Portfolio turned over a year P1 | 151% | 73% | 53% | 66% |
| Run by P7 | Vishal Jajoo · 10 mo | not known | Harish Krishnan · ≥ 6 mo | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 12.5% | −3.2% | −4.2% | −1.4% |
| 3 years p.a. | 17.9% | 9.2% | 9.5% | 13.5% |
| 5 years p.a. | 16.0% | 5.8% | 8.9% | 16.4% |
| Deepest fall (max drawdown) | −20.2% | −15.5% | −16.7% | −18.6% |
| Assets (AUM) | ₹7,471 Cr | ₹30,395 Cr | ₹29,521 Cr | ₹53,760 Cr |
| Disclosed history | 9.4 yrs | 5.9 yrs | 1.3 yrs | 14 yrs |
| Holdings · top ten weight | 73 · 38% | 49 · 48% | 77 · 43% | 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.