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 | SBI MultiCap | HDFC Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap | Axis Multicap |
|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and HDFC Flexi Cap share 26% of their portfolios | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and SBI MultiCap share 26% of their portfolios | itself | HDFC Flexi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 46% of their portfolios | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | HDFC Flexi Cap and Axis Multicap share 28% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Flexi Cap share 46% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap share 54% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Multicap share 24% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI MultiCap share 19% of their portfolios | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios | Axis Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 54% of their portfolios | itself | Axis Large Cap and Axis Multicap share 36% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and HDFC Flexi Cap share 28% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Large Cap Fund share 54% 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 | SBI MultiCap | HDFC Flexi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Axis Large Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 68% of 109 | 90% of 109 | 47% of 109 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 0.81% points | 0.81% points | 1.21% points | 1.45% points |
| Portfolio turned over a year P1 | 85% | 48% | 45% | 73% | 96% |
| Run by P7 | Bectors Food · ≥ 3 mo | not known | Vaibhav Dusad · 5.7 yrs | not known | not known |
| 1-year return | −0.6% | 0.7% | −5.3% | −3.2% | 9.8% |
| 3 years p.a. | 13.3% | 15.8% | 10.6% | 9.2% | 20.0% |
| 5 years p.a. | — | 16.6% | 10.9% | 5.8% | — |
| Deepest fall (max drawdown) | −15.1% | −13.3% | −15.4% | −15.5% | −18.1% |
| Assets (AUM) | ₹24,138 Cr | ₹1.13 lakh Cr | ₹80,822 Cr | ₹30,395 Cr | ₹9,775 Cr |
| Disclosed history | 3.7 yrs | 2.4 yrs | 13 yrs | 5.9 yrs | 5.2 yrs |
| Holdings · top ten weight | 72 · 30% | 86 · 44% | 93 · 47% | 49 · 48% | 114 · 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.