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 | BANDHAN Small Cap | Mirae Asset Large Cap | Axis Multicap | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and BANDHAN Small Cap share 6% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and ICICI Prudential Multi Cap share 15% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and SBI MultiCap share 6% of their portfolios | itself | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | BANDHAN Small Cap and ICICI Prudential Multi Cap share 9% 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 BANDHAN Small Cap share 7% of their portfolios | itself | Mirae Asset Large Cap and Axis Multicap share 31% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Multi Cap share 13% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and BANDHAN Small Cap share 10% of their portfolios | Axis Multicap and Mirae Asset Large Cap share 31% of their portfolios | itself | Axis Multicap and ICICI Prudential Multi Cap share 23% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and SBI MultiCap share 15% of their portfolios | ICICI Prudential Multi Cap and BANDHAN Small Cap share 9% of their portfolios | ICICI Prudential Multi Cap and Mirae Asset Large Cap share 13% of their portfolios | ICICI Prudential Multi Cap and Axis Multicap share 23% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis Multicap Fund share 31% 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 | BANDHAN Small Cap | Mirae Asset Large Cap | Axis Multicap | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 75% of 44 | 64% of 109 | 100% of 22 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 2.00% points | 1.06% points | 1.45% points | 1.03% points |
| Portfolio turned over a year P1 | 85% | 68% | 53% | 96% | 108% |
| Run by P7 | Bectors Food · ≥ 3 mo | Kirthi Jain · ≥ 2.8 yrs | Gaurav Misra · 7.7 yrs | not known | Lalit Kumar · 1.1 yrs |
| 1-year return | −0.6% | 10.4% | −3.3% | 9.8% | 6.8% |
| 3 years p.a. | 13.3% | 25.3% | 8.6% | 20.0% | 15.9% |
| 5 years p.a. | — | 20.0% | 7.8% | — | 15.0% |
| Deepest fall (max drawdown) | −15.1% | −22.8% | −15.8% | −18.1% | −17.3% |
| Assets (AUM) | ₹24,138 Cr | ₹31,103 Cr | ₹38,599 Cr | ₹9,775 Cr | ₹19,305 Cr |
| Disclosed history | 3.7 yrs | 4.3 yrs | 5.1 yrs | 5.2 yrs | 11 yrs |
| Holdings · top ten weight | 72 · 30% | 265 · 30% | 76 · 48% | 114 · 23% | 167 · 24% |
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.