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 | Axis Multicap | UTI - Flexi Cap Fund. | Parag Parikh Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MultiCap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and UTI - Flexi Cap Fund. share 24% of their portfolios | Axis Multicap and Parag Parikh Flexi Cap share 13% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Axis Multicap share 24% of their portfolios | itself | UTI - Flexi Cap Fund. and Parag Parikh Flexi Cap share 21% of their portfolios | UTI - Flexi Cap Fund. and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 27% of their portfolios | UTI - Flexi Cap Fund. and SBI MultiCap share 20% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Axis Multicap share 13% of their portfolios | Parag Parikh Flexi Cap and UTI - Flexi Cap Fund. share 21% of their portfolios | itself | Parag Parikh Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | Parag Parikh Flexi Cap and SBI MultiCap share 14% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | 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 UTI - Flexi Cap Fund. share 27% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Parag Parikh Flexi Cap share 35% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and UTI - Flexi Cap Fund. share 20% of their portfolios | SBI MultiCap and Parag Parikh Flexi Cap share 14% of their portfolios | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios | itself |
Closest pair: Parag Parikh Flexi Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% 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 | Axis Multicap | UTI - Flexi Cap Fund. | Parag Parikh Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MultiCap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Flexi Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | PPFAS Asset Management Pvt. Ltd. | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 40% of 109 | 91% of 109 | 90% of 109 | 0% of 19 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.68% points | 0.84% points | 0.81% points | 1.00% points |
| Portfolio turned over a year P1 | 96% | 41% | 29% | 45% | 85% |
| Run by P7 | not known | Ajay Tyagi · 11 yrs | Rajeev Thakkar · 13 yrs | Vaibhav Dusad · 5.7 yrs | Bectors Food · ≥ 3 mo |
| 1-year return | 9.8% | −2.3% | −5.1% | −5.3% | −0.6% |
| 3 years p.a. | 20.0% | 8.4% | 12.8% | 10.6% | 13.3% |
| 5 years p.a. | — | 4.9% | 11.5% | 10.9% | — |
| Deepest fall (max drawdown) | −18.1% | −20.1% | −11.0% | −15.4% | −15.1% |
| Assets (AUM) | ₹9,775 Cr | ₹23,434 Cr | ₹1.46 lakh Cr | ₹80,822 Cr | ₹24,138 Cr |
| Disclosed history | 5.2 yrs | 12 yrs | 5.0 yrs | 13 yrs | 3.7 yrs |
| Holdings · top ten weight | 114 · 23% | 62 · 44% | 116 · 52% | 93 · 47% | 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.