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.
5 of 6 chosen
Add another Large 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 Large Cap | Nippon India Growth Mid Cap | Kotak Multi Cap | SBI MultiCap | Nippon India Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | itself | Nippon India Growth Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Growth Mid Cap and SBI MultiCap share 15% of their portfolios | Nippon India Growth Mid Cap and Nippon India Large Cap share 19% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and Nippon India Growth Mid Cap share 19% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Nippon India Large Cap Fund share 42% 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 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 Large Cap | Nippon India Growth Mid Cap | Kotak Multi Cap | SBI MultiCap | Nippon India Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Multi Cap | Multi Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 87% of 109 | 100% of 24 | 0% of 19 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.86% points | 1.62% points | 1.00% points | 1.01% points |
| Portfolio turned over a year P1 | 45% | 52% | not measured | 85% | 57% |
| Run by P7 | not known | Rupesh Patel · 3.6 yrs | not known | Bectors Food · ≥ 3 mo | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −3.2% | 7.0% | 4.2% | −0.6% | −4.7% |
| 3 years p.a. | 9.1% | 18.6% | 17.3% | 13.3% | 11.1% |
| 5 years p.a. | 10.6% | 18.0% | — | — | 12.8% |
| Deepest fall (max drawdown) | −16.4% | −19.9% | −21.0% | −15.1% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹48,143 Cr | ₹25,937 Cr | ₹24,138 Cr | ₹52,344 Cr |
| Disclosed history | 1.8 yrs | 14 yrs | — | 3.7 yrs | 13 yrs |
| Holdings · top ten weight | 50 · 53% | 105 · 25% | none disclosed | 72 · 30% | 69 · 45% |
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.