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) | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | |
|---|---|---|
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | itself | 52% |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 52% | itself |
Most alike: Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | 19% of 36 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.62% | 0.81% |
| Portfolio turned over a year P1 | 64% | 45% |
| Run by P7 | : Ashwin Jain · 1.9 yrs | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −3.0% | −5.3% |
| 3 years p.a. | 7.6% | 10.6% |
| 5 years p.a. | 7.9% | 10.9% |
| Deepest fall (max drawdown) | −15.3% | −15.4% |
| Assets (AUM) | ₹3,067 Cr | ₹80,822 Cr |
| Disclosed history | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 42 · 50% | 93 · 47% |
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.