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 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 | SBI Large Cap | Canara Robeco Large Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and SBI Large Cap share 8% of their portfolios | Mirae Asset Midcap and Canara Robeco Large Cap share 8% of their portfolios | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Mirae Asset Midcap share 8% of their portfolios | itself | SBI Large Cap and Canara Robeco Large Cap share 55% of their portfolios | SBI Large Cap and HDFC Mid Cap share 3% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Mirae Asset Midcap share 8% of their portfolios | Canara Robeco Large Cap and SBI Large Cap share 55% of their portfolios | itself | Canara Robeco Large Cap and HDFC Mid Cap share 6% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios | HDFC Mid Cap and SBI Large Cap share 3% of their portfolios | HDFC Mid Cap and Canara Robeco Large Cap share 6% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Canara Robeco Large Cap Fund share 55% 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 | Mirae Asset Midcap | SBI Large Cap | Canara Robeco Large Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 45% of 109 | 72% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 0.93% points | 1.38% points | 0.92% points |
| Portfolio turned over a year P1 | 89% | 59% | 40% | 38% |
| Run by P7 | Ankit Jain · 7.2 yrs | Saurabh Pant · ≥ 3 mo | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known |
| 1-year return | 9.1% | −1.6% | −4.0% | 6.6% |
| 3 years p.a. | 16.4% | 9.2% | 10.4% | 17.6% |
| 5 years p.a. | 15.8% | 9.0% | 9.0% | 18.9% |
| Deepest fall (max drawdown) | −22.5% | −15.4% | −14.8% | −16.8% |
| Assets (AUM) | ₹20,000 Cr | ₹55,417 Cr | ₹17,092 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.1 yrs | 5.8 yrs | 4.8 yrs | 10 mo |
| Holdings · top ten weight | 68 · 32% | 57 · 47% | 63 · 47% | 81 · 37% |
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.