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 | ICICI Prudential Multi Cap | HDFC Large Cap | Kotak Mid Cap | Motilal Oswal Midcap | Kotak Multi Cap |
|---|---|---|---|---|---|
| ICICI Prudential Multi CapMulti Cap | itself | ICICI Prudential Multi Cap and HDFC Large Cap share 9% of their portfolios | ICICI Prudential Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Multi Cap and Motilal Oswal Midcap share 14% of their portfolios | ICICI Prudential Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and ICICI Prudential Multi Cap share 9% of their portfolios | itself | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and ICICI Prudential Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and ICICI Prudential 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 Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: ICICI Prudential Multi Cap Fund and Motilal Oswal Midcap Fund share 14% 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 | ICICI Prudential Multi Cap | HDFC Large Cap | Kotak Mid Cap | Motilal Oswal Midcap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Mid Cap | Mid Cap | Multi Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 51% of 109 | 83% of 109 | 54% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 0.70% points | 1.44% points | 1.37% points | 1.62% points |
| Portfolio turned over a year P1 | 108% | 45% | not measured | 92% | not measured |
| Run by P7 | Lalit Kumar · 1.1 yrs | not known | not known | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 6.8% | −3.2% | 4.8% | −0.5% | 4.2% |
| 3 years p.a. | 15.9% | 9.1% | 18.1% | 19.5% | 17.3% |
| 5 years p.a. | 15.0% | 10.6% | 16.8% | 21.1% | — |
| Deepest fall (max drawdown) | −17.3% | −16.4% | −20.9% | −28.9% | −21.0% |
| Assets (AUM) | ₹19,305 Cr | ₹40,166 Cr | ₹64,136 Cr | ₹41,706 Cr | ₹25,937 Cr |
| Disclosed history | 11 yrs | 1.8 yrs | — | 4.0 yrs | — |
| Holdings · top ten weight | 167 · 24% | 50 · 53% | none disclosed | 32 · 54% | 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.