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 | SBI Large Cap | Canara Robeco Large Cap | HDFC Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and SBI Large Cap share 26% of their portfolios | SBI MultiCap and Canara Robeco Large Cap share 21% of their portfolios | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and Quant Multi Cap share 13% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and SBI MultiCap share 26% of their portfolios | itself | SBI Large Cap and Canara Robeco Large Cap share 55% of their portfolios | SBI Large Cap and HDFC Multi Cap share 29% of their portfolios | SBI Large Cap and Quant Multi Cap share 13% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and SBI MultiCap share 21% of their portfolios | Canara Robeco Large Cap and SBI Large Cap share 55% of their portfolios | itself | Canara Robeco Large Cap and HDFC Multi Cap share 39% of their portfolios | Canara Robeco Large Cap and Quant Multi Cap share 9% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | HDFC Multi Cap and SBI Large Cap share 29% of their portfolios | HDFC Multi Cap and Canara Robeco Large Cap share 39% of their portfolios | itself | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | Quant Multi Cap and SBI Large Cap share 13% of their portfolios | Quant Multi Cap and Canara Robeco Large Cap share 9% of their portfolios | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Canara Robeco Large Cap Fund share 55% 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 | SBI Large Cap | Canara Robeco Large Cap | HDFC Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | SBI Funds Management Limited | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 45% of 109 | 72% of 109 | 73% of 22 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 0.93% points | 1.38% points | 1.30% points | 0.93% points |
| Portfolio turned over a year P1 | 85% | 59% | 40% | 79% | 88% |
| Run by P7 | Bectors Food · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −0.6% | −1.6% | −4.0% | −2.2% | 4.9% |
| 3 years p.a. | 13.3% | 9.2% | 10.4% | 12.0% | 10.5% |
| 5 years p.a. | — | 9.0% | 9.0% | — | 11.7% |
| Deepest fall (max drawdown) | −15.1% | −15.4% | −14.8% | −20.2% | −25.3% |
| Assets (AUM) | ₹24,138 Cr | ₹55,417 Cr | ₹17,092 Cr | ₹20,765 Cr | ₹7,717 Cr |
| Disclosed history | 3.7 yrs | 5.8 yrs | 4.8 yrs | 2.4 yrs | 6.9 yrs |
| Holdings · top ten weight | 72 · 30% | 57 · 47% | 63 · 47% | 127 · 23% | 74 · 53% |
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.