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 | Axis Midcap | Mirae Asset Midcap | ICICI Prudential Flexi Cap | Kotak Flexi Cap |
|---|---|---|---|---|---|
| HDFC Flexi CapFlexi Cap | itself | HDFC Flexi Cap and Axis Midcap share 13% of their portfolios | HDFC Flexi Cap and Mirae Asset Midcap share 10% of their portfolios | HDFC Flexi Cap and ICICI Prudential Flexi Cap share 35% of their portfolios | HDFC Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Axis MidcapMid Cap | Axis Midcap and HDFC Flexi Cap share 13% of their portfolios | itself | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and ICICI Prudential Flexi Cap share 16% of their portfolios | Axis Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and HDFC Flexi Cap share 10% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios | itself | Mirae Asset Midcap and ICICI Prudential Flexi Cap share 6% of their portfolios | Mirae Asset Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and HDFC Flexi Cap share 35% of their portfolios | ICICI Prudential Flexi Cap and Axis Midcap share 16% of their portfolios | ICICI Prudential Flexi Cap and Mirae Asset Midcap share 6% of their portfolios | itself | ICICI Prudential Flexi 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 Axis Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Mirae Asset Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and ICICI Prudential Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: HDFC Flexi Cap Fund and ICICI Prudential Flexi Cap fund share 35% 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 Flexi 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 | Axis Midcap | Mirae Asset Midcap | ICICI Prudential Flexi Cap | Kotak Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap | Flexi Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 68% of 109 | 44% of 109 | 41% of 51 | 96% of 27 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.81% points | 1.36% points | 1.55% points | 1.28% points | 1.09% points |
| Portfolio turned over a year P1 | 48% | 80% | 89% | 52% | not measured |
| Run by P7 | not known | not known | Ankit Jain · 7.2 yrs | Rajat Chandak · 5.2 yrs | not known |
| 1-year return | 0.7% | 6.9% | 9.1% | 3.8% | −1.6% |
| 3 years p.a. | 15.8% | 17.1% | 16.4% | 16.2% | 11.5% |
| 5 years p.a. | 16.6% | 13.5% | 15.8% | 15.0% | 10.6% |
| Deepest fall (max drawdown) | −13.3% | −19.5% | −22.5% | −19.7% | −16.3% |
| Assets (AUM) | ₹1.13 lakh Cr | ₹32,454 Cr | ₹20,000 Cr | ₹25,256 Cr | ₹54,857 Cr |
| Disclosed history | 2.4 yrs | 5.9 yrs | 5.1 yrs | 5.2 yrs | — |
| Holdings · top ten weight | 86 · 44% | 91 · 30% | 68 · 32% | 80 · 45% | none disclosed |
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.