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 | Kotak Flexi Cap | Mirae Asset Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and ICICI Prudential Multi Cap share 23% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Axis Multicap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and ICICI Prudential Multi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios | Mirae Asset Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Multi Cap share 13% 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and ICICI Prudential Multi Cap share 14% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Axis Multicap share 23% of their portfolios | ICICI Prudential Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | ICICI Prudential Multi Cap and Mirae Asset Large Cap share 13% of their portfolios | ICICI Prudential Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 14% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Flexi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Kotak Flexi Cap | Mirae Asset Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 45% of 109 | 64% of 109 | 90% of 109 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.09% points | 1.06% points | 0.81% points | 1.03% points |
| Portfolio turned over a year P1 | 96% | not measured | 53% | 45% | 108% |
| Run by P7 | not known | not known | Gaurav Misra · 7.7 yrs | Vaibhav Dusad · 5.7 yrs | Lalit Kumar · 1.1 yrs |
| 1-year return | 9.8% | −1.6% | −3.3% | −5.3% | 6.8% |
| 3 years p.a. | 20.0% | 11.5% | 8.6% | 10.6% | 15.9% |
| 5 years p.a. | — | 10.6% | 7.8% | 10.9% | 15.0% |
| Deepest fall (max drawdown) | −18.1% | −16.3% | −15.8% | −15.4% | −17.3% |
| Assets (AUM) | ₹9,775 Cr | ₹54,857 Cr | ₹38,599 Cr | ₹80,822 Cr | ₹19,305 Cr |
| Disclosed history | 5.2 yrs | — | 5.1 yrs | 13 yrs | 11 yrs |
| Holdings · top ten weight | 114 · 23% | none disclosed | 76 · 48% | 93 · 47% | 167 · 24% |
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.