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 | SBI MIDCAP | SBI Large Cap | Mirae Asset Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and SBI MIDCAP share 12% of their portfolios | Axis Multicap and SBI Large Cap share 24% 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 |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Multicap share 12% of their portfolios | itself | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and Nippon India Multi Cap share 9% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Axis Multicap share 24% of their portfolios | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | itself | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and Nippon India Multi Cap share 31% 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 SBI MIDCAP share 5% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% 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 SBI MIDCAP share 9% of their portfolios | Nippon India Multi Cap and SBI Large Cap share 31% of their portfolios | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Mirae Asset 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 | Axis Multicap | SBI MIDCAP | SBI Large Cap | Mirae Asset Large Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | SBI Funds Management Limited | 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 | 38% of 109 | 45% of 109 | 64% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.09% points | 0.93% points | 1.06% points | 0.84% points |
| Portfolio turned over a year P1 | 96% | 80% | 59% | 53% | 66% |
| Run by P7 | not known | Bhavin Vithlani · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 9.8% | 3.8% | −1.6% | −3.3% | −1.4% |
| 3 years p.a. | 20.0% | 11.0% | 9.2% | 8.6% | 13.5% |
| 5 years p.a. | — | 13.5% | 9.0% | 7.8% | 16.4% |
| Deepest fall (max drawdown) | −18.1% | −17.9% | −15.4% | −15.8% | −18.6% |
| Assets (AUM) | ₹9,775 Cr | ₹24,349 Cr | ₹55,417 Cr | ₹38,599 Cr | ₹53,760 Cr |
| Disclosed history | 5.2 yrs | 5.8 yrs | 5.8 yrs | 5.1 yrs | 14 yrs |
| Holdings · top ten weight | 114 · 23% | 64 · 28% | 57 · 47% | 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.