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.
6 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 | Axis Midcap | Axis Multicap | HDFC Multi Cap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Axis Midcap share 20% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | itself | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and HDFC Multi Cap share 31% of their portfolios | HDFC Large Cap and Mahindra Manulife Multi Cap share 16% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI MultiCap share 20% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | itself | Axis Midcap and Axis Multicap share 41% of their portfolios | Axis Midcap and HDFC Multi Cap share 22% of their portfolios | Axis Midcap and Mahindra Manulife Multi Cap share 13% 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 Axis Midcap share 41% of their portfolios | itself | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | HDFC Multi Cap and HDFC Large Cap share 31% of their portfolios | HDFC Multi Cap and Axis Midcap share 22% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | itself | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | Mahindra Manulife Multi Cap and HDFC Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and Axis Midcap share 13% of their portfolios | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios | itself |
Closest pair: Axis Midcap Fund and Axis Multicap Fund share 41% 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 | Axis Midcap | Axis Multicap | HDFC Multi Cap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Mid Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Mahindra Manulife Investment Management Pvt Ltd |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 51% of 109 | 44% of 109 | 100% of 22 | 73% of 22 | 99% of 77 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 0.70% points | 1.36% points | 1.45% points | 1.30% points | 2.04% points |
| Portfolio turned over a year P1 | 85% | 45% | 80% | 96% | 79% | 151% |
| Run by P7 | Bectors Food · ≥ 3 mo | not known | not known | not known | not known | Vishal Jajoo · 10 mo |
| 1-year return | −0.6% | −3.2% | 6.9% | 9.8% | −2.2% | 12.5% |
| 3 years p.a. | 13.3% | 9.1% | 17.1% | 20.0% | 12.0% | 17.9% |
| 5 years p.a. | — | 10.6% | 13.5% | — | — | 16.0% |
| Deepest fall (max drawdown) | −15.1% | −16.4% | −19.5% | −18.1% | −20.2% | −20.2% |
| Assets (AUM) | ₹24,138 Cr | ₹40,166 Cr | ₹32,454 Cr | ₹9,775 Cr | ₹20,765 Cr | ₹7,471 Cr |
| Disclosed history | 3.7 yrs | 1.8 yrs | 5.9 yrs | 5.2 yrs | 2.4 yrs | 9.4 yrs |
| Holdings · top ten weight | 72 · 30% | 50 · 53% | 91 · 30% | 114 · 23% | 127 · 23% | 73 · 38% |
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.