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
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | HDFC Large Cap | |
|---|---|---|
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | itself | 49% |
| HDFC Large Cap | 49% | itself |
Most alike: Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) and HDFC Large Cap Fund share 49% 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 | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | HDFC Large Cap |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 19% of 36 | 51% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.62% | 0.70% |
| Portfolio turned over a year P1 | 64% | 45% |
| Run by P7 | : Ashwin Jain · 1.9 yrs | not known |
| 1-year return | −3.0% | −3.2% |
| 3 years p.a. | 7.6% | 9.1% |
| 5 years p.a. | 7.9% | 10.6% |
| Deepest fall (max drawdown) | −15.3% | −16.4% |
| Assets (AUM) | ₹3,067 Cr | ₹40,166 Cr |
| Disclosed history | 5.8 yrs | 1.8 yrs |
| Holdings · top ten weight | 42 · 50% | 50 · 53% |
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.