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.
4 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 Large Cap | SBI Large Cap | Kotak Flexi Cap |
|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and Nippon India Large Cap share 41% of their portfolios | HDFC Flexi Cap and SBI Large Cap share 40% of their portfolios | HDFC Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Flexi Cap share 41% of their portfolios | itself | Nippon India Large Cap and SBI Large Cap share 51% of their portfolios | Nippon India Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Flexi Cap share 40% of their portfolios | SBI Large Cap and Nippon India Large Cap share 51% of their portfolios | itself | SBI Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: Nippon India Large Cap Fund and SBI Large Cap Fund share 51% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Flexi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 Large Cap | SBI Large Cap | Kotak Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 73% of 109 | 45% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.01% points | 0.93% points | 1.09% points |
| Portfolio turned over a year P1 | 48% | 57% | 59% | not measured |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 0.7% | −4.7% | −1.6% | −1.6% |
| 3 years p.a. | 15.8% | 11.1% | 9.2% | 11.5% |
| 5 years p.a. | 16.6% | 12.8% | 9.0% | 10.6% |
| Deepest fall (max drawdown) | −13.3% | −15.4% | −15.4% | −16.3% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹52,344 Cr | ₹55,417 Cr | ₹54,857 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | 5.8 yrs | — |
| Holdings · top ten weight | 86 · 44% | 69 · 45% | 57 · 47% | 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.