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 | Axis Midcap | DSP Midcap | Kotak Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Franklin India Flexi CapFlexi Cap | itself | Franklin India Flexi Cap and Axis Midcap share 10% of their portfolios | Franklin India Flexi Cap and DSP Midcap share 12% of their portfolios | Franklin India Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Franklin India Flexi Cap and UTI - Flexi Cap Fund. share 27% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Franklin India Flexi Cap share 10% of their portfolios | itself | Axis Midcap and DSP Midcap share 43% of their portfolios | Axis Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Franklin India Flexi Cap share 12% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | itself | DSP Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | DSP Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and DSP Midcap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Flexi Cap |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Franklin India Flexi Cap share 27% of their portfolios | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios | UTI - Flexi Cap Fund. and DSP Midcap share 18% of their portfolios | UTI - Flexi Cap Fund. and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: Axis Midcap Fund and DSP Midcap Fund share 43% 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 Flexi 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 | Axis Midcap | DSP Midcap | Kotak Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap | Flexi Cap |
| Fund house | Franklin Templeton Asset Management (India) Private Limited | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | Kotak Mahindra Asset Management Company Limited. | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 62% of 109 | 44% of 109 | 43% of 109 | 45% of 109 | 40% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.36% points | 1.02% points | 1.09% points | 0.68% points |
| Portfolio turned over a year P1 | 55% | 80% | 56% | not measured | 41% |
| Run by P7 | not known | not known | Vinit Sambre · ≥ 1.2 yrs | not known | Ajay Tyagi · 11 yrs |
| 1-year return | −3.8% | 6.9% | 3.6% | −1.6% | −2.3% |
| 3 years p.a. | 11.2% | 17.1% | 14.6% | 11.5% | 8.4% |
| 5 years p.a. | 11.5% | 13.5% | 11.8% | 10.6% | 4.9% |
| Deepest fall (max drawdown) | −16.4% | −19.5% | −21.2% | −16.3% | −20.1% |
| Assets (AUM) | ₹19,599 Cr | ₹32,454 Cr | ₹20,871 Cr | ₹54,857 Cr | ₹23,434 Cr |
| Disclosed history | 8.0 yrs | 5.9 yrs | 13 yrs | — | 12 yrs |
| Holdings · top ten weight | 60 · 43% | 91 · 30% | 66 · 30% | none disclosed | 62 · 44% |
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.