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 Flexi 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 | HDFC Flexi Cap | Nippon India Multi Cap | Kotak Multi Cap | Mirae Asset Large Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and Nippon India Multi Cap share 28% of their portfolios | HDFC Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Flexi Cap and Mirae Asset Large Cap share 44% of their portfolios | HDFC Flexi Cap and Parag Parikh Flexi Cap share 31% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC Flexi Cap share 28% of their portfolios | itself | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | Nippon India Multi Cap and Parag Parikh Flexi Cap share 23% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Multi Cap |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Flexi Cap share 44% of their portfolios | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios | Mirae Asset Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Flexi Cap share 31% of their portfolios | Parag Parikh Flexi Cap and Nippon India Multi Cap share 23% of their portfolios | Parag Parikh Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios | itself |
Closest pair: HDFC Flexi Cap Fund and Mirae Asset Large Cap Fund share 44% 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 | HDFC Flexi Cap | Nippon India Multi Cap | Kotak Multi Cap | Mirae Asset Large Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Multi Cap | Multi Cap | Large Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Mirae Asset Investment Managers (India) Pvt. Ltd | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 50% of 109 | 100% of 24 | 64% of 109 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 0.84% points | 1.62% points | 1.06% points | 0.84% points |
| Portfolio turned over a year P1 | 48% | 66% | not measured | 53% | 29% |
| Run by P7 | not known | Sailesh Raj Bhan · 21 yrs | not known | Gaurav Misra · 7.7 yrs | Rajeev Thakkar · 13 yrs |
| 1-year return | 0.7% | −1.4% | 4.2% | −3.3% | −5.1% |
| 3 years p.a. | 15.8% | 13.5% | 17.3% | 8.6% | 12.8% |
| 5 years p.a. | 16.6% | 16.4% | — | 7.8% | 11.5% |
| Deepest fall (max drawdown) | −13.3% | −18.6% | −21.0% | −15.8% | −11.0% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹53,760 Cr | ₹25,937 Cr | ₹38,599 Cr | ₹1.46 lakh Cr |
| Disclosed history | 2.4 yrs | 14 yrs | — | 5.1 yrs | 5.0 yrs |
| Holdings · top ten weight | 86 · 44% | 123 · 29% | none disclosed | 76 · 48% | 116 · 52% |
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.