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 Flexi 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 | Franklin India Flexi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap | HDFC Flexi Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Franklin India Flexi CapFlexi Cap | itself | Franklin India Flexi Cap and Nippon India Growth Mid Cap share 12% of their portfolios | Franklin India Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Franklin India Flexi Cap and HDFC Flexi Cap share 49% of their portfolios | Franklin India Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Franklin India Flexi Cap share 12% of their portfolios | itself | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Growth Mid Cap and HDFC Flexi Cap share 13% of their portfolios | Nippon India Growth Mid Cap and Parag Parikh Flexi Cap share 2% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Franklin India Flexi Cap share 49% of their portfolios | HDFC Flexi Cap and Nippon India Growth Mid Cap share 13% of their portfolios | HDFC Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Franklin India Flexi Cap share 31% of their portfolios | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Parag Parikh Flexi Cap and HDFC Flexi Cap share 31% of their portfolios | itself |
Closest pair: Franklin India Flexi Cap Fund and HDFC Flexi Cap Fund share 49% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Franklin India Flexi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap | HDFC Flexi Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap | Flexi Cap |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | 62% of 109 | 87% of 109 | 83% of 109 | 68% of 109 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 0.86% points | 1.44% points | 0.81% points | 0.84% points |
| Portfolio turned over a year P1 | 55% | 52% | not measured | 48% | 29% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | not known | not known | Rajeev Thakkar · 13 yrs |
| 1-year return | −3.8% | 7.0% | 4.8% | 0.7% | −5.1% |
| 3 years p.a. | 11.2% | 18.6% | 18.1% | 15.8% | 12.8% |
| 5 years p.a. | 11.5% | 18.0% | 16.8% | 16.6% | 11.5% |
| Deepest fall (max drawdown) | −16.4% | −19.9% | −20.9% | −13.3% | −11.0% |
| Assets (AUM) | ₹19,599 Cr | ₹48,143 Cr | ₹64,136 Cr | ₹1.13 lakh Cr | ₹1.46 lakh Cr |
| Disclosed history | 8.0 yrs | 14 yrs | — | 2.4 yrs | 5.0 yrs |
| Holdings · top ten weight | 60 · 43% | 105 · 25% | none disclosed | 86 · 44% | 116 · 52% |
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.