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 Value | Quant Multi Cap | HDFC Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and Aditya Birla Sun Life Value share 23% of their portfolios | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios |
| Aditya Birla Sun Life ValueValue | Aditya Birla Sun Life Value and Nippon India Multi Cap share 23% of their portfolios | itself | Aditya Birla Sun Life Value and Quant Multi Cap share 9% of their portfolios | Aditya Birla Sun Life Value and HDFC Multi Cap share 26% of their portfolios | Aditya Birla Sun Life Value and Axis Multicap share 28% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios | Quant Multi Cap and Aditya Birla Sun Life Value share 9% of their portfolios | itself | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Axis Multicap share 10% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios | HDFC Multi Cap and Aditya Birla Sun Life Value share 26% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios | itself | HDFC Multi Cap and Axis Multicap share 34% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | Axis Multicap and Aditya Birla Sun Life Value share 28% of their portfolios | Axis Multicap and Quant Multi Cap share 10% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and HDFC Multi Cap Fund share 36% 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.
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 Value | Quant Multi Cap | HDFC Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Value | Multi Cap | Multi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited | quant Money Managers Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 49% of 109 | 73% of 109 | 73% of 22 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.10% points | 0.93% points | 1.30% points | 1.45% points |
| Portfolio turned over a year P1 | 66% | 82% | 88% | 79% | 96% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | Kunal Sangoi · ≥ 6 mo | Ankit Pande · ≥ 2.5 yrs | not known | not known |
| 1-year return | −1.4% | 11.6% | 4.9% | −2.2% | 9.8% |
| 3 years p.a. | 13.5% | 14.9% | 10.5% | 12.0% | 20.0% |
| 5 years p.a. | 16.4% | 14.3% | 11.7% | — | — |
| Deepest fall (max drawdown) | −18.6% | −22.3% | −25.3% | −20.2% | −18.1% |
| Assets (AUM) | ₹53,760 Cr | ₹6,719 Cr | ₹7,717 Cr | ₹20,765 Cr | ₹9,775 Cr |
| Disclosed history | 14 yrs | 8.9 yrs | 6.9 yrs | 2.4 yrs | 5.2 yrs |
| Holdings · top ten weight | 123 · 29% | 70 · 32% | 74 · 53% | 127 · 23% | 114 · 23% |
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.