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.
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 Large Cap | Mirae Asset Large Cap | ICICI Prudential Flexi Cap | Axis Multicap |
|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and ICICI Prudential Flexi Cap share 20% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | itself | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and ICICI Prudential Flexi Cap share 29% of their portfolios | HDFC Large Cap and Axis Multicap share 26% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and SBI MultiCap share 20% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | itself | Mirae Asset Large Cap and ICICI Prudential Flexi Cap share 37% of their portfolios | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and SBI MultiCap share 20% of their portfolios | ICICI Prudential Flexi Cap and HDFC Large Cap share 29% of their portfolios | ICICI Prudential Flexi Cap and Mirae Asset Large Cap share 37% of their portfolios | itself | ICICI Prudential Flexi Cap and Axis Multicap share 30% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | Axis Multicap and ICICI Prudential Flexi Cap share 30% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Mirae Asset Large Cap Fund share 49% 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 | SBI MultiCap | HDFC Large Cap | Mirae Asset Large Cap | ICICI Prudential Flexi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Flexi Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 51% of 109 | 64% of 109 | 96% of 27 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 0.70% points | 1.06% points | 1.28% points | 1.45% points |
| Portfolio turned over a year P1 | 85% | 45% | 53% | 52% | 96% |
| Run by P7 | Bectors Food · ≥ 3 mo | not known | Gaurav Misra · 7.7 yrs | Rajat Chandak · 5.2 yrs | not known |
| 1-year return | −0.6% | −3.2% | −3.3% | 3.8% | 9.8% |
| 3 years p.a. | 13.3% | 9.1% | 8.6% | 16.2% | 20.0% |
| 5 years p.a. | — | 10.6% | 7.8% | 15.0% | — |
| Deepest fall (max drawdown) | −15.1% | −16.4% | −15.8% | −19.7% | −18.1% |
| Assets (AUM) | ₹24,138 Cr | ₹40,166 Cr | ₹38,599 Cr | ₹25,256 Cr | ₹9,775 Cr |
| Disclosed history | 3.7 yrs | 1.8 yrs | 5.1 yrs | 5.2 yrs | 5.2 yrs |
| Holdings · top ten weight | 72 · 30% | 50 · 53% | 76 · 48% | 80 · 45% | 114 · 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.