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 Mid 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 | Nippon India Growth Mid Cap | Kotak Multi Cap | Kotak Flexi Cap | UTI - Flexi Cap Fund. | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Growth Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Growth Mid Cap and UTI - Flexi Cap Fund. share 17% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Flexi Cap |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Nippon India Growth Mid Cap share 17% of their portfolios | UTI - Flexi Cap Fund. and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | UTI - Flexi Cap Fund. and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | UTI - Flexi Cap Fund. and Motilal Oswal Midcap share 18% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Motilal Oswal Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Motilal Oswal Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Motilal Oswal Midcap Fund share 19% 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.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 | Nippon India Growth Mid Cap | Kotak Multi Cap | Kotak Flexi Cap | UTI - Flexi Cap Fund. | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Flexi Cap | Flexi Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | UTI Asset Mgmt. Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 100% of 24 | 45% of 109 | 40% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.62% points | 1.09% points | 0.68% points | 1.37% points |
| Portfolio turned over a year P1 | 52% | not measured | not measured | 41% | 92% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | not known | Ajay Tyagi · 11 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 7.0% | 4.2% | −1.6% | −2.3% | −0.5% |
| 3 years p.a. | 18.6% | 17.3% | 11.5% | 8.4% | 19.5% |
| 5 years p.a. | 18.0% | — | 10.6% | 4.9% | 21.1% |
| Deepest fall (max drawdown) | −19.9% | −21.0% | −16.3% | −20.1% | −28.9% |
| Assets (AUM) | ₹48,143 Cr | ₹25,937 Cr | ₹54,857 Cr | ₹23,434 Cr | ₹41,706 Cr |
| Disclosed history | 14 yrs | — | — | 12 yrs | 4.0 yrs |
| Holdings · top ten weight | 105 · 25% | none disclosed | none disclosed | 62 · 44% | 32 · 54% |
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.