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.
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Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Nippon India Small Cap | Parag Parikh Flexi Cap | Nippon India Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|
| Sundaram Arbitrage Fund Direct Plan Dividend ReinvestmentUncategorised | itself | Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment and Nippon India Small Cap: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment and Parag Parikh Flexi Cap: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment and Nippon India Multi Cap: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | itself | Nippon India Small Cap and Parag Parikh Flexi Cap share 6% of their portfolios | Nippon India Small Cap and Nippon India Multi Cap share 20% of their portfolios | Nippon India Small Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Parag Parikh Flexi Cap and Nippon India Small Cap share 6% of their portfolios | itself | Parag Parikh Flexi Cap and Nippon India Multi Cap share 23% of their portfolios | Parag Parikh Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Nippon India Multi Cap and Nippon India Small Cap share 20% of their portfolios | Nippon India Multi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | itself | Nippon India Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 36% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment: no portfolio disclosed for Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Small Cap share 8% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Parag Parikh Flexi Cap share 35% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Multi Cap share 36% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 36% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment 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 | Sundaram Arbitrage Fund Direct Plan Dividend Reinvestment | Nippon India Small Cap | Parag Parikh Flexi Cap | Nippon India Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|
| Category | Uncategorised | Small Cap | Flexi Cap | Multi Cap | Large Cap |
| Fund house | Sundaram Asset Management Company Ltd | Nippon Life India Asset Management Limited | PPFAS Asset Management Pvt. Ltd. | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 90% of 109 | 91% of 109 | 50% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 1.10% points | 0.84% points | 0.84% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | 68% | 29% | 66% | 45% |
| Run by P7 | not known | Samir Rachh · 9.6 yrs | Rajeev Thakkar · 13 yrs | Sailesh Raj Bhan · 21 yrs | Vaibhav Dusad · 5.7 yrs |
| 1-year return | 3.9% | 8.9% | −5.1% | −1.4% | −5.3% |
| 3 years p.a. | — | 16.1% | 12.8% | 13.5% | 10.6% |
| 5 years p.a. | — | 19.0% | 11.5% | 16.4% | 10.9% |
| Deepest fall (max drawdown) | not computed | −24.2% | −11.0% | −18.6% | −15.4% |
| Assets (AUM) | ₹0 Cr | ₹76,236 Cr | ₹1.46 lakh Cr | ₹53,760 Cr | ₹80,822 Cr |
| Disclosed history | — | 14 yrs | 5.0 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | none disclosed | 257 · 16% | 116 · 52% | 123 · 29% | 93 · 47% |
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.