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.
Overlap
share of the portfolio the two funds hold in common
| Union Largecap | Nippon India Large Cap | |
|---|---|---|
| Union Largecap | itself | 48% |
| Nippon India Large Cap | 48% | itself |
Most alike: Union Largecap Fund and Nippon India Large Cap Fund share 48% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Union Largecap | Nippon India Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 19% of 77 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.82% | 1.01% |
| Portfolio turned over a year P1 | 58% | 57% |
| Run by P7 | Sanjay Bembalkar · 5.2 yrs | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −4.0% | −4.7% |
| 3 years p.a. | 7.8% | 11.1% |
| 5 years p.a. | 7.2% | 12.8% |
| Deepest fall (max drawdown) | −16.3% | −15.4% |
| Assets (AUM) | ₹437 Cr | ₹52,344 Cr |
| Disclosed history | 2.2 yrs | 13 yrs |
| Holdings · top ten weight | 57 · 46% | 69 · 45% |
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.