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 Large Cap | Aditya Birla Sun Life Flexi Cap | SBI MultiCap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Multicap share 26% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Axis Multicap share 33% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and SBI MultiCap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and Nippon India Multi Cap share 27% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | itself | SBI MultiCap and Nippon India Multi Cap share 19% 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 Large Cap share 29% of their portfolios | Nippon India Multi Cap and Aditya Birla Sun Life Flexi Cap share 27% of their portfolios | Nippon India Multi Cap and SBI MultiCap share 19% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 38% 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 Large Cap | Aditya Birla Sun Life Flexi Cap | SBI MultiCap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 51% of 109 | 58% of 109 | 0% of 19 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.70% points | 1.02% points | 1.00% points | 0.84% points |
| Portfolio turned over a year P1 | 96% | 45% | 50% | 85% | 66% |
| Run by P7 | not known | not known | Dhaval Joshi · ≥ 6 mo | Bectors Food · ≥ 3 mo | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 9.8% | −3.2% | 7.3% | −0.6% | −1.4% |
| 3 years p.a. | 20.0% | 9.1% | 15.0% | 13.3% | 13.5% |
| 5 years p.a. | — | 10.6% | 11.6% | — | 16.4% |
| Deepest fall (max drawdown) | −18.1% | −16.4% | −17.0% | −15.1% | −18.6% |
| Assets (AUM) | ₹9,775 Cr | ₹40,166 Cr | ₹27,401 Cr | ₹24,138 Cr | ₹53,760 Cr |
| Disclosed history | 5.2 yrs | 1.8 yrs | 13 yrs | 3.7 yrs | 14 yrs |
| Holdings · top ten weight | 114 · 23% | 50 · 53% | 89 · 28% | 72 · 30% | 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.