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 | Kotak Multi Cap | Nippon India Large Cap | SBI MultiCap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios | Nippon India Multi Cap and SBI MultiCap share 19% of their portfolios | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Mahindra Manulife Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | Nippon India Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Nippon India Multi Cap share 19% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios | itself | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mahindra Manulife Multi Cap and Nippon India Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and Nippon India Large Cap Fund share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Kotak Multi Cap | Nippon India Large Cap | SBI MultiCap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Mahindra Manulife Investment Management Pvt Ltd |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 100% of 24 | 73% of 109 | 0% of 19 | 99% of 77 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.62% points | 1.01% points | 1.00% points | 2.04% points |
| Portfolio turned over a year P1 | 66% | not measured | 57% | 85% | 151% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | not known | Sailesh Raj Bhan · 19 yrs | Bectors Food · ≥ 3 mo | Vishal Jajoo · 10 mo |
| 1-year return | −1.4% | 4.2% | −4.7% | −0.6% | 12.5% |
| 3 years p.a. | 13.5% | 17.3% | 11.1% | 13.3% | 17.9% |
| 5 years p.a. | 16.4% | — | 12.8% | — | 16.0% |
| Deepest fall (max drawdown) | −18.6% | −21.0% | −15.4% | −15.1% | −20.2% |
| Assets (AUM) | ₹53,760 Cr | ₹25,937 Cr | ₹52,344 Cr | ₹24,138 Cr | ₹7,471 Cr |
| Disclosed history | 14 yrs | — | 13 yrs | 3.7 yrs | 9.4 yrs |
| Holdings · top ten weight | 123 · 29% | none disclosed | 69 · 45% | 72 · 30% | 73 · 38% |
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.