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 | Mahindra Manulife Multi Cap | SBI Large Cap | Mirae Asset Large Cap | SBI MultiCap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Mahindra Manulife Multi Cap share 25% 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 SBI MultiCap share 24% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | itself | Mahindra Manulife Multi Cap and SBI Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and Mirae Asset Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Axis Multicap share 24% of their portfolios | SBI Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | itself | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and SBI MultiCap share 26% 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 Mahindra Manulife Multi Cap share 16% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios | itself | Mirae Asset Large Cap and SBI MultiCap share 20% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios | SBI MultiCap and SBI Large Cap share 26% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% 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 | Mahindra Manulife Multi Cap | SBI Large Cap | Mirae Asset Large Cap | SBI MultiCap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Mahindra Manulife Investment Management Pvt Ltd | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 99% of 77 | 45% of 109 | 64% of 109 | 0% of 19 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 2.04% points | 0.93% points | 1.06% points | 1.00% points |
| Portfolio turned over a year P1 | 96% | 151% | 59% | 53% | 85% |
| Run by P7 | not known | Vishal Jajoo · 10 mo | Saurabh Pant · ≥ 3 mo | Gaurav Misra · 7.7 yrs | Bectors Food · ≥ 3 mo |
| 1-year return | 9.8% | 12.5% | −1.6% | −3.3% | −0.6% |
| 3 years p.a. | 20.0% | 17.9% | 9.2% | 8.6% | 13.3% |
| 5 years p.a. | — | 16.0% | 9.0% | 7.8% | — |
| Deepest fall (max drawdown) | −18.1% | −20.2% | −15.4% | −15.8% | −15.1% |
| Assets (AUM) | ₹9,775 Cr | ₹7,471 Cr | ₹55,417 Cr | ₹38,599 Cr | ₹24,138 Cr |
| Disclosed history | 5.2 yrs | 9.4 yrs | 5.8 yrs | 5.1 yrs | 3.7 yrs |
| Holdings · top ten weight | 114 · 23% | 73 · 38% | 57 · 47% | 76 · 48% | 72 · 30% |
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.