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.
5 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 | Canara Robeco Large Cap | Axis Large Cap | Nippon India Large Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Canara Robeco Large Cap share 21% of their portfolios | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | itself | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and Nippon India Large Cap share 63% of their portfolios | Canara Robeco Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Mahindra Manulife Multi Cap share 18% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | itself | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | Nippon India Large Cap and Canara Robeco Large Cap share 63% of their portfolios | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | itself | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Mahindra Manulife Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Canara Robeco Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Canara Robeco Large Cap Fund and Axis Large Cap Fund share 71% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Multi 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 | Mahindra Manulife Multi Cap | Canara Robeco Large Cap | Axis Large Cap | Nippon India Large Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | Canara Robeco Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 72% of 109 | 47% of 109 | 73% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 1.38% points | 1.21% points | 1.01% points | 1.62% points |
| Portfolio turned over a year P1 | 151% | 40% | 73% | 57% | not measured |
| Run by P7 | Vishal Jajoo · 10 mo | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | 12.5% | −4.0% | −3.2% | −4.7% | 4.2% |
| 3 years p.a. | 17.9% | 10.4% | 9.2% | 11.1% | 17.3% |
| 5 years p.a. | 16.0% | 9.0% | 5.8% | 12.8% | — |
| Deepest fall (max drawdown) | −20.2% | −14.8% | −15.5% | −15.4% | −21.0% |
| Assets (AUM) | ₹7,471 Cr | ₹17,092 Cr | ₹30,395 Cr | ₹52,344 Cr | ₹25,937 Cr |
| Disclosed history | 9.4 yrs | 4.8 yrs | 5.9 yrs | 13 yrs | — |
| Holdings · top ten weight | 73 · 38% | 63 · 47% | 49 · 48% | 69 · 45% | none disclosed |
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.