Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | Axis Large Cap | Aditya Birla Sun Life Flexi Cap | HDFC Multi Cap |
|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Axis Large Cap share 36% of their portfolios | Axis Multicap and Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Multicap share 36% of their portfolios | itself | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | Axis Large Cap and HDFC Multi Cap share 32% 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 Axis Large Cap share 38% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and HDFC Multi Cap share 35% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | HDFC Multi Cap and Aditya Birla Sun Life Flexi Cap share 35% of their portfolios | itself |
Closest pair: Axis 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 | Axis Large Cap | Aditya Birla Sun Life Flexi Cap | HDFC Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Flexi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 47% of 109 | 58% of 109 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.21% points | 1.02% points | 1.30% points |
| Portfolio turned over a year P1 | 96% | 73% | 50% | 79% |
| Run by P7 | not known | not known | Dhaval Joshi · ≥ 6 mo | not known |
| 1-year return | 9.8% | −3.2% | 7.3% | −2.2% |
| 3 years p.a. | 20.0% | 9.2% | 15.0% | 12.0% |
| 5 years p.a. | — | 5.8% | 11.6% | — |
| Deepest fall (max drawdown) | −18.1% | −15.5% | −17.0% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹30,395 Cr | ₹27,401 Cr | ₹20,765 Cr |
| Disclosed history | 5.2 yrs | 5.9 yrs | 13 yrs | 2.4 yrs |
| Holdings · top ten weight | 114 · 23% | 49 · 48% | 89 · 28% | 127 · 23% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.