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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Aditya Birla Sun Life Large Cap | Axis Multicap | SBI MultiCap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | HDFC Multi Cap and Aditya Birla Sun Life Large Cap share 40% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% 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 | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life Large Cap share 55% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Multicap share 24% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and HDFC Multi Cap share 40% of their portfolios | Aditya Birla Sun Life Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios | itself | Aditya Birla Sun Life Large Cap and Axis Multicap share 35% of their portfolios | Aditya Birla Sun Life Large Cap and SBI MultiCap share 20% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and Aditya Birla Sun Life Large Cap share 35% of their portfolios | itself | Axis Multicap and SBI MultiCap share 24% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios | SBI MultiCap and Aditya Birla Sun Life Large Cap share 20% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Aditya Birla Sun Life 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 | HDFC Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Aditya Birla Sun Life Large Cap | Axis Multicap | SBI MultiCap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 90% of 109 | 52% of 109 | 100% of 22 | 0% of 19 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 0.81% points | 0.87% points | 1.45% points | 1.00% points |
| Portfolio turned over a year P1 | 79% | 45% | 53% | 96% | 85% |
| Run by P7 | not known | Vaibhav Dusad · 5.7 yrs | Harish Krishnan · ≥ 6 mo | not known | Bectors Food · ≥ 3 mo |
| 1-year return | −2.2% | −5.3% | −4.2% | 9.8% | −0.6% |
| 3 years p.a. | 12.0% | 10.6% | 9.5% | 20.0% | 13.3% |
| 5 years p.a. | — | 10.9% | 8.9% | — | — |
| Deepest fall (max drawdown) | −20.2% | −15.4% | −16.7% | −18.1% | −15.1% |
| Assets (AUM) | ₹20,765 Cr | ₹80,822 Cr | ₹29,521 Cr | ₹9,775 Cr | ₹24,138 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | 1.3 yrs | 5.2 yrs | 3.7 yrs |
| Holdings · top ten weight | 127 · 23% | 93 · 47% | 77 · 43% | 114 · 23% | 72 · 30% |
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.