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 | HDFC Flexi Cap | Parag Parikh Flexi Cap | Mirae Asset Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and HDFC Flexi Cap share 28% of their portfolios | Axis Multicap and Parag Parikh Flexi Cap share 13% of their portfolios | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Axis Multicap share 28% of their portfolios | itself | HDFC Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios | HDFC Flexi Cap and Mirae Asset Large Cap share 44% of their portfolios | HDFC Flexi Cap and Nippon India Multi Cap share 28% 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 HDFC Flexi Cap share 31% of their portfolios | itself | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | Parag Parikh Flexi Cap and Nippon India Multi Cap share 23% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios | Mirae Asset Large Cap and HDFC Flexi Cap share 44% of their portfolios | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios | Nippon India Multi Cap and HDFC Flexi Cap share 28% of their portfolios | Nippon India Multi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | itself |
Closest pair: HDFC Flexi Cap Fund and Mirae Asset Large Cap Fund share 44% 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 | HDFC Flexi Cap | Parag Parikh Flexi Cap | Mirae Asset Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Flexi Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 68% of 109 | 91% of 109 | 64% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.81% points | 0.84% points | 1.06% points | 0.84% points |
| Portfolio turned over a year P1 | 96% | 48% | 29% | 53% | 66% |
| Run by P7 | not known | not known | Rajeev Thakkar · 13 yrs | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 9.8% | 0.7% | −5.1% | −3.3% | −1.4% |
| 3 years p.a. | 20.0% | 15.8% | 12.8% | 8.6% | 13.5% |
| 5 years p.a. | — | 16.6% | 11.5% | 7.8% | 16.4% |
| Deepest fall (max drawdown) | −18.1% | −13.3% | −11.0% | −15.8% | −18.6% |
| Assets (AUM) | ₹9,775 Cr | ₹1.13 lakh Cr | ₹1.46 lakh Cr | ₹38,599 Cr | ₹53,760 Cr |
| Disclosed history | 5.2 yrs | 2.4 yrs | 5.0 yrs | 5.1 yrs | 14 yrs |
| Holdings · top ten weight | 114 · 23% | 86 · 44% | 116 · 52% | 76 · 48% | 123 · 29% |
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.