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.
4 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 | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | Axis Multicap |
|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and SBI MultiCap share 23% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Axis Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Axis Multicap share 33% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI MultiCap share 19% of their portfolios | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% 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 Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and Axis Large Cap Fund share 38% 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 | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | Axis Multicap |
|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 58% of 109 | 47% of 109 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.02% points | 1.21% points | 1.45% points |
| Portfolio turned over a year P1 | 85% | 50% | 73% | 96% |
| Run by P7 | Bectors Food · ≥ 3 mo | Dhaval Joshi · ≥ 6 mo | not known | not known |
| 1-year return | −0.6% | 7.3% | −3.2% | 9.8% |
| 3 years p.a. | 13.3% | 15.0% | 9.2% | 20.0% |
| 5 years p.a. | — | 11.6% | 5.8% | — |
| Deepest fall (max drawdown) | −15.1% | −17.0% | −15.5% | −18.1% |
| Assets (AUM) | ₹24,138 Cr | ₹27,401 Cr | ₹30,395 Cr | ₹9,775 Cr |
| Disclosed history | 3.7 yrs | 13 yrs | 5.9 yrs | 5.2 yrs |
| Holdings · top ten weight | 72 · 30% | 89 · 28% | 49 · 48% | 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.