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 | HSBC Value | Axis Large Cap | Axis Multicap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and HSBC Value share 24% of their portfolios | Nippon India Multi Cap and Axis Large Cap share 34% 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 |
| HSBC ValueValue | HSBC Value and Nippon India Multi Cap share 24% of their portfolios | itself | HSBC Value and Axis Large Cap share 28% of their portfolios | HSBC Value and Axis Multicap share 27% of their portfolios | HSBC Value and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Nippon India Multi Cap share 34% of their portfolios | Axis Large Cap and HSBC Value share 28% of their portfolios | itself | Axis Large Cap and Axis Multicap share 36% of their portfolios | Axis Large 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 HSBC Value share 27% of their portfolios | Axis Multicap and Axis Large Cap share 36% 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 HSBC Value: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Axis Large Cap Fund and Axis Multicap 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.
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 | HSBC Value | Axis Large Cap | Axis Multicap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Value | Large Cap | Multi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | HSBC Asset Management (India) Private Ltd. | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 100% of 11 | 47% of 109 | 100% of 22 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.12% points | 1.21% points | 1.45% points | 1.62% points |
| Portfolio turned over a year P1 | 66% | 75% | 73% | 96% | not measured |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | Venugopal Manghat · 14 yrs | not known | not known | not known |
| 1-year return | −1.4% | 2.4% | −3.2% | 9.8% | 4.2% |
| 3 years p.a. | 13.5% | 15.9% | 9.2% | 20.0% | 17.3% |
| 5 years p.a. | 16.4% | — | 5.8% | — | — |
| Deepest fall (max drawdown) | −18.6% | −19.6% | −15.5% | −18.1% | −21.0% |
| Assets (AUM) | ₹53,760 Cr | ₹15,373 Cr | ₹30,395 Cr | ₹9,775 Cr | ₹25,937 Cr |
| Disclosed history | 14 yrs | 3.8 yrs | 5.9 yrs | 5.2 yrs | — |
| Holdings · top ten weight | 123 · 29% | 86 · 32% | 49 · 48% | 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.