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.
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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 | SBI MIDCAP | Kotak Multi Cap | Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and SBI MIDCAP share 5% of their portfolios | HDFC Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Flexi Cap and Aditya Birla Sun Life Flexi Cap share 34% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Flexi Cap share 5% of their portfolios | itself | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MIDCAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI MIDCAP and Aditya Birla Sun Life Flexi Cap share 8% 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 SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and HDFC Flexi Cap share 34% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% of their portfolios | Aditya Birla Sun Life Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Aditya Birla Sun Life Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: HDFC Flexi Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 34% 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 the data here, 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 | HDFC Flexi Cap | SBI MIDCAP | Kotak Multi Cap | Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Multi Cap | Flexi Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 38% of 109 | 100% of 24 | 45% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.09% points | 1.62% points | 1.09% points | 1.02% points |
| Portfolio turned over a year P1 | 48% | 80% | not measured | not measured | 50% |
| Run by P7 | not known | Bhavin Vithlani · ≥ 3 mo | not known | not known | Dhaval Joshi · ≥ 6 mo |
| 1-year return | 0.7% | 3.8% | 4.2% | −1.6% | 7.3% |
| 3 years p.a. | 15.8% | 11.0% | 17.3% | 11.5% | 15.0% |
| 5 years p.a. | 16.6% | 13.5% | — | 10.6% | 11.6% |
| Deepest fall (max drawdown) | −13.3% | −17.9% | −21.0% | −16.3% | −17.0% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹24,349 Cr | ₹25,937 Cr | ₹54,857 Cr | ₹27,401 Cr |
| Disclosed history | 2.4 yrs | 5.8 yrs | — | — | 13 yrs |
| Holdings · top ten weight | 86 · 44% | 64 · 28% | none disclosed | none disclosed | 89 · 28% |
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.