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 Mid 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 | Mirae Asset Midcap | Aditya Birla Sun Life Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Aditya Birla Sun Life Large Cap share 10% of their portfolios | Mirae Asset Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | Mirae Asset Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Mirae Asset Midcap share 10% of their portfolios | itself | Aditya Birla Sun Life Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios | Aditya Birla Sun Life Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Aditya Birla Sun Life Large Cap and Axis Midcap share 15% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Midcap share 7% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life Large Cap share 55% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Mirae Asset Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Aditya Birla Sun Life Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and Aditya Birla Sun Life Large Cap share 15% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Aditya Birla Sun Life Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid 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 | Mirae Asset Midcap | Aditya Birla Sun Life Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 52% of 109 | 90% of 109 | 83% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 0.87% points | 0.81% points | 1.44% points | 1.36% points |
| Portfolio turned over a year P1 | 89% | 53% | 45% | not measured | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Harish Krishnan · ≥ 6 mo | Vaibhav Dusad · 5.7 yrs | not known | not known |
| 1-year return | 9.1% | −4.2% | −5.3% | 4.8% | 6.9% |
| 3 years p.a. | 16.4% | 9.5% | 10.6% | 18.1% | 17.1% |
| 5 years p.a. | 15.8% | 8.9% | 10.9% | 16.8% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −16.7% | −15.4% | −20.9% | −19.5% |
| Assets (AUM) | ₹20,000 Cr | ₹29,521 Cr | ₹80,822 Cr | ₹64,136 Cr | ₹32,454 Cr |
| Disclosed history | 5.1 yrs | 1.3 yrs | 13 yrs | — | 5.9 yrs |
| Holdings · top ten weight | 68 · 32% | 77 · 43% | 93 · 47% | none disclosed | 91 · 30% |
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.