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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | SBI MIDCAP | Kotak Mid Cap | Kotak Flexi Cap |
|---|---|---|---|---|
| Franklin India Flexi CapFlexi Cap | itself | Franklin India Flexi Cap and SBI MIDCAP share 2% of their portfolios | Franklin India Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Franklin India Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| SBI MIDCAPMid Cap | SBI MIDCAP and Franklin India Flexi Cap share 2% of their portfolios | itself | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
No two of these hold much of the same portfolio. The closest pair, Franklin India Flexi Cap Fund and SBI MIDCAP FUND, share 2%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, 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 | Franklin India Flexi Cap | SBI MIDCAP | Kotak Mid Cap | Kotak Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 62% of 109 | 38% of 109 | 83% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.09% points | 1.44% points | 1.09% points |
| Portfolio turned over a year P1 | 55% | 80% | not measured | not measured |
| Run by P7 | not known | Bhavin Vithlani · ≥ 3 mo | not known | not known |
| 1-year return | −3.8% | 3.8% | 4.8% | −1.6% |
| 3 years p.a. | 11.2% | 11.0% | 18.1% | 11.5% |
| 5 years p.a. | 11.5% | 13.5% | 16.8% | 10.6% |
| Deepest fall (max drawdown) | −16.4% | −17.9% | −20.9% | −16.3% |
| Assets (AUM) | ₹19,599 Cr | ₹24,349 Cr | ₹64,136 Cr | ₹54,857 Cr |
| Disclosed history | 8.0 yrs | 5.8 yrs | — | — |
| Holdings · top ten weight | 60 · 43% | 64 · 28% | none disclosed | none disclosed |
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.