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.
5 of 6 chosen
Add another Multi 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 Multi Cap | HDFC Large Cap | Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Multi Cap and Aditya Birla Sun Life Flexi Cap share 27% of their portfolios | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | itself | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Nippon India Multi Cap share 27% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Aditya Birla Sun Life Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 38% 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 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 | Nippon India Multi Cap | HDFC Large Cap | Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Flexi Cap | Flexi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 51% of 109 | 45% of 109 | 58% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.70% points | 1.09% points | 1.02% points | 1.62% points |
| Portfolio turned over a year P1 | 66% | 45% | not measured | 50% | not measured |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | not known | not known | Dhaval Joshi · ≥ 6 mo | not known |
| 1-year return | −1.4% | −3.2% | −1.6% | 7.3% | 4.2% |
| 3 years p.a. | 13.5% | 9.1% | 11.5% | 15.0% | 17.3% |
| 5 years p.a. | 16.4% | 10.6% | 10.6% | 11.6% | — |
| Deepest fall (max drawdown) | −18.6% | −16.4% | −16.3% | −17.0% | −21.0% |
| Assets (AUM) | ₹53,760 Cr | ₹40,166 Cr | ₹54,857 Cr | ₹27,401 Cr | ₹25,937 Cr |
| Disclosed history | 14 yrs | 1.8 yrs | — | 13 yrs | — |
| Holdings · top ten weight | 123 · 29% | 50 · 53% | none disclosed | 89 · 28% | 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.