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 | ICICI Prudential Flexi Cap | SBI FLEXICAP | Mirae Asset Large Cap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and ICICI Prudential Flexi Cap share 30% of their portfolios | Axis Multicap and SBI FLEXICAP share 30% of their portfolios | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Axis Multicap share 30% of their portfolios | itself | ICICI Prudential Flexi Cap and SBI FLEXICAP share 24% of their portfolios | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | ICICI Prudential Flexi Cap and HDFC Multi Cap share 31% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Axis Multicap share 30% of their portfolios | SBI FLEXICAP and ICICI Prudential Flexi Cap share 24% of their portfolios | itself | SBI FLEXICAP and Mirae Asset Large Cap share 39% of their portfolios | SBI FLEXICAP and HDFC Multi Cap share 25% 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 ICICI Prudential Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and SBI FLEXICAP share 39% of their portfolios | itself | Mirae Asset Large Cap and HDFC Multi Cap share 37% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and ICICI Prudential Flexi Cap share 31% of their portfolios | HDFC Multi Cap and SBI FLEXICAP share 25% of their portfolios | HDFC Multi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself |
Closest pair: SBI FLEXICAP FUND and Mirae Asset Large Cap Fund share 39% 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 | ICICI Prudential Flexi Cap | SBI FLEXICAP | Mirae Asset Large Cap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Flexi Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 96% of 27 | 58% of 109 | 64% of 109 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.28% points | 1.03% points | 1.06% points | 1.30% points |
| Portfolio turned over a year P1 | 96% | 52% | 129% | 53% | 79% |
| Run by P7 | not known | Rajat Chandak · 5.2 yrs | Anup Upadhyay · ≥ 3 mo | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | 9.8% | 3.8% | −2.1% | −3.3% | −2.2% |
| 3 years p.a. | 20.0% | 16.2% | 8.6% | 8.6% | 12.0% |
| 5 years p.a. | — | 15.0% | 8.2% | 7.8% | — |
| Deepest fall (max drawdown) | −18.1% | −19.7% | −16.0% | −15.8% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹25,256 Cr | ₹22,888 Cr | ₹38,599 Cr | ₹20,765 Cr |
| Disclosed history | 5.2 yrs | 5.2 yrs | 5.8 yrs | 5.1 yrs | 2.4 yrs |
| Holdings · top ten weight | 114 · 23% | 80 · 45% | 71 · 36% | 76 · 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.