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 Multi 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 | HDFC Multi Cap | Nippon India Growth Mid Cap | DSP Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Multicap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Nippon India Growth Mid Cap share 28% of their portfolios | HDFC Multi Cap and DSP Midcap share 24% of their portfolios | HDFC Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Multi Cap share 28% of their portfolios | itself | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 12% of their portfolios | Nippon India Growth Mid Cap and Axis Multicap share 26% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and HDFC Multi Cap share 24% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | itself | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and Axis Multicap share 24% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Multi Cap share 35% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Growth Mid Cap share 12% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Multicap share 24% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Nippon India Growth Mid Cap share 26% of their portfolios | Axis Multicap and DSP Midcap share 24% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and DSP Midcap 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.
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 | HDFC Multi Cap | Nippon India Growth Mid Cap | DSP Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Large Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | DSP Asset Managers Private Limited | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 87% of 109 | 43% of 109 | 90% of 109 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 0.86% points | 1.02% points | 0.81% points | 1.45% points |
| Portfolio turned over a year P1 | 79% | 52% | 56% | 45% | 96% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | Vinit Sambre · ≥ 1.2 yrs | Vaibhav Dusad · 5.7 yrs | not known |
| 1-year return | −2.2% | 7.0% | 3.6% | −5.3% | 9.8% |
| 3 years p.a. | 12.0% | 18.6% | 14.6% | 10.6% | 20.0% |
| 5 years p.a. | — | 18.0% | 11.8% | 10.9% | — |
| Deepest fall (max drawdown) | −20.2% | −19.9% | −21.2% | −15.4% | −18.1% |
| Assets (AUM) | ₹20,765 Cr | ₹48,143 Cr | ₹20,871 Cr | ₹80,822 Cr | ₹9,775 Cr |
| Disclosed history | 2.4 yrs | 14 yrs | 13 yrs | 13 yrs | 5.2 yrs |
| Holdings · top ten weight | 127 · 23% | 105 · 25% | 66 · 30% | 93 · 47% | 114 · 23% |
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.