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 | Mahindra Manulife Multi Cap | Axis Large Cap | SBI Large Cap | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | HDFC Multi Cap and SBI Large Cap share 29% of their portfolios | HDFC Multi Cap and ICICI Prudential Multi Cap share 17% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios | itself | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and SBI Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and ICICI Prudential Multi Cap share 16% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Multi Cap share 32% of their portfolios | Axis Large Cap and Mahindra Manulife Multi Cap share 18% of their portfolios | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Multi Cap share 29% of their portfolios | SBI Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself | SBI Large Cap and ICICI Prudential Multi Cap share 9% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and HDFC Multi Cap share 17% of their portfolios | ICICI Prudential Multi Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | ICICI Prudential Multi Cap and Axis Large Cap share 13% of their portfolios | ICICI Prudential Multi Cap and SBI Large Cap share 9% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and SBI Large Cap Fund share 50% 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 | Mahindra Manulife Multi Cap | Axis Large Cap | SBI Large Cap | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Mahindra Manulife Investment Management Pvt Ltd | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 99% of 77 | 47% of 109 | 45% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 2.04% points | 1.21% points | 0.93% points | 1.03% points |
| Portfolio turned over a year P1 | 79% | 151% | 73% | 59% | 108% |
| Run by P7 | not known | Vishal Jajoo · 10 mo | not known | Saurabh Pant · ≥ 3 mo | Lalit Kumar · 1.1 yrs |
| 1-year return | −2.2% | 12.5% | −3.2% | −1.6% | 6.8% |
| 3 years p.a. | 12.0% | 17.9% | 9.2% | 9.2% | 15.9% |
| 5 years p.a. | — | 16.0% | 5.8% | 9.0% | 15.0% |
| Deepest fall (max drawdown) | −20.2% | −20.2% | −15.5% | −15.4% | −17.3% |
| Assets (AUM) | ₹20,765 Cr | ₹7,471 Cr | ₹30,395 Cr | ₹55,417 Cr | ₹19,305 Cr |
| Disclosed history | 2.4 yrs | 9.4 yrs | 5.9 yrs | 5.8 yrs | 11 yrs |
| Holdings · top ten weight | 127 · 23% | 73 · 38% | 49 · 48% | 57 · 47% | 167 · 24% |
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.