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
| Helios Large & Mid Cap | SBI LARGE & MIDCAP | |
|---|---|---|
| Helios Large & Mid Cap | itself | 17% |
| SBI LARGE & MIDCAP | 17% | itself |
Most alike: Helios Large & Mid Cap Fund and SBI LARGE & MIDCAP FUND share 17% 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 | Helios Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | not measured | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.72% | 0.81% |
| Portfolio turned over a year P1 | 114% | 70% |
| Run by P7 | Alok Bahl · 1.8 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | 5.2% | 0.9% |
| 3 years p.a. | — | 12.7% |
| 5 years p.a. | — | 13.4% |
| Deepest fall (max drawdown) | −18.0% | −14.2% |
| Assets (AUM) | ₹1,353 Cr | ₹42,320 Cr |
| Disclosed history | 1.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 62 · 34% | 94 · 31% |
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.