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 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 | Aditya Birla Sun Life Flexi Cap | Franklin India Flexi Cap | Axis Multicap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and Aditya Birla Sun Life Flexi Cap share 27% of their portfolios | Nippon India Multi Cap and Franklin India Flexi Cap share 33% of their portfolios | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Nippon India Multi Cap share 27% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Franklin India Flexi Cap share 37% of their portfolios | Aditya Birla Sun Life Flexi Cap and Axis Multicap share 33% of their portfolios | Aditya Birla Sun Life Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Franklin India Flexi CapFlexi Cap | Franklin India Flexi Cap and Nippon India Multi Cap share 33% of their portfolios | Franklin India Flexi Cap and Aditya Birla Sun Life Flexi Cap share 37% of their portfolios | itself | Franklin India Flexi Cap and Axis Multicap share 26% of their portfolios | Franklin India Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | Axis Multicap and Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | Axis Multicap and Franklin India Flexi Cap share 26% of their portfolios | itself | Axis Multicap 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 Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Franklin India Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and Franklin India Flexi Cap Fund share 37% 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 Multi 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 | Nippon India Multi Cap | Aditya Birla Sun Life Flexi Cap | Franklin India Flexi Cap | Axis Multicap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited | Franklin Templeton Asset Management (India) Private Limited | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 58% of 109 | 62% of 109 | 100% of 22 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.02% points | 1.00% points | 1.45% points | 1.62% points |
| Portfolio turned over a year P1 | 66% | 50% | 55% | 96% | not measured |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | Dhaval Joshi · ≥ 6 mo | not known | not known | not known |
| 1-year return | −1.4% | 7.3% | −3.8% | 9.8% | 4.2% |
| 3 years p.a. | 13.5% | 15.0% | 11.2% | 20.0% | 17.3% |
| 5 years p.a. | 16.4% | 11.6% | 11.5% | — | — |
| Deepest fall (max drawdown) | −18.6% | −17.0% | −16.4% | −18.1% | −21.0% |
| Assets (AUM) | ₹53,760 Cr | ₹27,401 Cr | ₹19,599 Cr | ₹9,775 Cr | ₹25,937 Cr |
| Disclosed history | 14 yrs | 13 yrs | 8.0 yrs | 5.2 yrs | — |
| Holdings · top ten weight | 123 · 29% | 89 · 28% | 60 · 43% | 114 · 23% | none disclosed |
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.