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.
Overlap
share of the portfolio the two funds hold in common
| WhiteOak Capital Large & Mid Cap | HDFC Large & Mid Cap | |
|---|---|---|
| WhiteOak Capital Large & Mid Cap | itself | 41% |
| HDFC Large & Mid Cap | 41% | itself |
Most alike: WhiteOak Capital Large & Mid Cap Fund and HDFC Large & Mid Cap Fund share 41% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | WhiteOak Capital Large & Mid Cap | HDFC Large & Mid Cap |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | not measured | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.75% | 0.51% |
| Portfolio turned over a year P1 | 89% | 39% |
| Run by P7 | Piyush Baranwal · 2.8 yrs | not known |
| 1-year return | 4.7% | 0.4% |
| 3 years p.a. | — | 13.1% |
| 5 years p.a. | — | 14.2% |
| Deepest fall (max drawdown) | −16.0% | −18.7% |
| Assets (AUM) | ₹2,498 Cr | ₹30,372 Cr |
| Disclosed history | 2.7 yrs | 2.3 yrs |
| Holdings · top ten weight | 130 · 30% | 243 · 20% |
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.