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.
6 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 | Kotak Mid Cap | Axis Large Cap | HDFC Large Cap | Kotak Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | HDFC Flexi Cap and HDFC Large Cap share 44% of their portfolios | HDFC Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Mid Cap |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Flexi Cap share 44% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Flexi Cap |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and HDFC Flexi Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: Axis Large Cap Fund and HDFC Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Kotak Mid Cap | Axis Large Cap | HDFC Large Cap | Kotak Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Large Cap | Large Cap | Flexi Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 83% of 109 | 47% of 109 | 51% of 109 | 45% of 109 | 40% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.44% points | 1.21% points | 0.70% points | 1.09% points | 0.68% points |
| Portfolio turned over a year P1 | 48% | not measured | 73% | 45% | not measured | 41% |
| Run by P7 | not known | not known | not known | not known | not known | Ajay Tyagi · 11 yrs |
| 1-year return | 0.7% | 4.8% | −3.2% | −3.2% | −1.6% | −2.3% |
| 3 years p.a. | 15.8% | 18.1% | 9.2% | 9.1% | 11.5% | 8.4% |
| 5 years p.a. | 16.6% | 16.8% | 5.8% | 10.6% | 10.6% | 4.9% |
| Deepest fall (max drawdown) | −13.3% | −20.9% | −15.5% | −16.4% | −16.3% | −20.1% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹64,136 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹54,857 Cr | ₹23,434 Cr |
| Disclosed history | 2.4 yrs | — | 5.9 yrs | 1.8 yrs | — | 12 yrs |
| Holdings · top ten weight | 86 · 44% | none disclosed | 49 · 48% | 50 · 53% | none disclosed | 62 · 44% |
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.