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.
6 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 | Canara Robeco Large Cap | Axis Large Cap | HDFC Large Cap | Axis Multicap | Quant Multi Cap |
|---|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Canara Robeco Large Cap share 39% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | HDFC Multi Cap and HDFC Large Cap share 31% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and HDFC Multi Cap share 39% of their portfolios | itself | Canara Robeco Large Cap and Axis Large Cap share 71% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and Axis Multicap share 35% of their portfolios | Canara Robeco Large Cap and Quant Multi Cap share 9% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Multi Cap share 32% of their portfolios | Axis Large Cap and Canara Robeco Large Cap share 71% of their portfolios | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Axis Multicap share 36% of their portfolios | Axis Large Cap and Quant Multi Cap share 10% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Multi Cap share 31% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Canara Robeco Large Cap share 35% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | itself | Axis Multicap and Quant Multi Cap share 10% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Canara Robeco Large Cap share 9% of their portfolios | Quant Multi Cap and Axis Large Cap share 10% of their portfolios | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | Quant Multi Cap and Axis Multicap share 10% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Axis Large Cap Fund share 71% 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 | Canara Robeco Large Cap | Axis Large Cap | HDFC Large Cap | Axis Multicap | Quant Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 72% of 109 | 47% of 109 | 51% of 109 | 100% of 22 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.38% points | 1.21% points | 0.70% points | 1.45% points | 0.93% points |
| Portfolio turned over a year P1 | 79% | 40% | 73% | 45% | 96% | 88% |
| Run by P7 | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | not known | not known | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.2% | −4.0% | −3.2% | −3.2% | 9.8% | 4.9% |
| 3 years p.a. | 12.0% | 10.4% | 9.2% | 9.1% | 20.0% | 10.5% |
| 5 years p.a. | — | 9.0% | 5.8% | 10.6% | — | 11.7% |
| Deepest fall (max drawdown) | −20.2% | −14.8% | −15.5% | −16.4% | −18.1% | −25.3% |
| Assets (AUM) | ₹20,765 Cr | ₹17,092 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹9,775 Cr | ₹7,717 Cr |
| Disclosed history | 2.4 yrs | 4.8 yrs | 5.9 yrs | 1.8 yrs | 5.2 yrs | 6.9 yrs |
| Holdings · top ten weight | 127 · 23% | 63 · 47% | 49 · 48% | 50 · 53% | 114 · 23% | 74 · 53% |
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.