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 | Nippon India Large Cap | UTI - Flexi Cap Fund. | SBI MultiCap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | Axis Multicap and UTI - Flexi Cap Fund. share 24% 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 |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Multicap share 28% of their portfolios | itself | Nippon India Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Axis Multicap share 24% of their portfolios | UTI - Flexi Cap Fund. and Nippon India Large Cap share 30% of their portfolios | itself | UTI - Flexi Cap Fund. and SBI MultiCap share 20% of their portfolios | UTI - Flexi Cap Fund. and Nippon India Multi Cap share 23% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios | SBI MultiCap and UTI - Flexi Cap Fund. share 20% 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 Nippon India Large Cap share 55% of their portfolios | Nippon India Multi Cap and UTI - Flexi Cap Fund. share 23% of their portfolios | Nippon India Multi Cap and SBI MultiCap share 19% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Nippon India Multi Cap Fund share 55% 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 | Nippon India Large Cap | UTI - Flexi Cap Fund. | SBI MultiCap | Nippon India Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 73% of 109 | 40% of 109 | 0% of 19 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.01% points | 0.68% points | 1.00% points | 0.84% points |
| Portfolio turned over a year P1 | 96% | 57% | 41% | 85% | 66% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | Ajay Tyagi · 11 yrs | Bectors Food · ≥ 3 mo | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 9.8% | −4.7% | −2.3% | −0.6% | −1.4% |
| 3 years p.a. | 20.0% | 11.1% | 8.4% | 13.3% | 13.5% |
| 5 years p.a. | — | 12.8% | 4.9% | — | 16.4% |
| Deepest fall (max drawdown) | −18.1% | −15.4% | −20.1% | −15.1% | −18.6% |
| Assets (AUM) | ₹9,775 Cr | ₹52,344 Cr | ₹23,434 Cr | ₹24,138 Cr | ₹53,760 Cr |
| Disclosed history | 5.2 yrs | 13 yrs | 12 yrs | 3.7 yrs | 14 yrs |
| Holdings · top ten weight | 114 · 23% | 69 · 45% | 62 · 44% | 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.