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 | Axis Midcap | Nippon India Large Cap | Axis Large Cap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Axis Midcap share 41% of their portfolios | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Axis Multicap share 41% of their portfolios | itself | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and HDFC Multi Cap share 22% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Multicap share 28% of their portfolios | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | Nippon India Large Cap and HDFC Multi Cap share 36% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Multicap share 36% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself | Axis Large Cap and HDFC Multi Cap share 32% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Axis Midcap share 22% of their portfolios | HDFC Multi Cap and Nippon India Large Cap share 36% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Axis Large Cap Fund share 53% 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 | Axis Midcap | Nippon India Large Cap | Axis Large Cap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 44% of 109 | 73% of 109 | 47% of 109 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.36% points | 1.01% points | 1.21% points | 1.30% points |
| Portfolio turned over a year P1 | 96% | 80% | 57% | 73% | 79% |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 19 yrs | not known | not known |
| 1-year return | 9.8% | 6.9% | −4.7% | −3.2% | −2.2% |
| 3 years p.a. | 20.0% | 17.1% | 11.1% | 9.2% | 12.0% |
| 5 years p.a. | — | 13.5% | 12.8% | 5.8% | — |
| Deepest fall (max drawdown) | −18.1% | −19.5% | −15.4% | −15.5% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹32,454 Cr | ₹52,344 Cr | ₹30,395 Cr | ₹20,765 Cr |
| Disclosed history | 5.2 yrs | 5.9 yrs | 13 yrs | 5.9 yrs | 2.4 yrs |
| Holdings · top ten weight | 114 · 23% | 91 · 30% | 69 · 45% | 49 · 48% | 127 · 23% |
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.