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
| BAJAJ FINSERV LARGE CAP | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | |
|---|---|---|
| BAJAJ FINSERV LARGE CAP | itself | 40% |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 40% | itself |
Most alike: BAJAJ FINSERV LARGE CAP FUND and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 40% 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 | BAJAJ FINSERV LARGE CAP | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|
| Category | Large Cap | Large Cap |
| Share of three-year stretches it beat its category P4 | not measured | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.47% | 0.81% |
| Portfolio turned over a year P1 | 160% | 45% |
| Run by P7 | Nimesh Chandan · ≥ 2 mo | Vaibhav Dusad · 5.7 yrs |
| 1-year return | 0.0% | −5.3% |
| 3 years p.a. | — | 10.6% |
| 5 years p.a. | — | 10.9% |
| Deepest fall (max drawdown) | −17.0% | −15.4% |
| Assets (AUM) | ₹1,632 Cr | ₹80,822 Cr |
| Disclosed history | 2.1 yrs | 13 yrs |
| Holdings · top ten weight | 36 · 47% | 93 · 47% |
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.