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 Mid 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 | SBI MIDCAP | HDFC Large Cap | Mirae Asset Large Cap | Kotak Flexi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | itself | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | itself | Mirae Asset Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI MIDCAP: 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 Mirae Asset 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 Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Large Cap Fund and Mirae Asset Large Cap Fund share 49% 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 | SBI MIDCAP | HDFC Large Cap | Mirae Asset Large Cap | Kotak Flexi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 51% of 109 | 64% of 109 | 45% of 109 | 87% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.70% points | 1.06% points | 1.09% points | 0.86% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | 45% | 53% | not measured | 52% | not measured |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | Gaurav Misra · 7.7 yrs | not known | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | 3.8% | −3.2% | −3.3% | −1.6% | 7.0% | 4.8% |
| 3 years p.a. | 11.0% | 9.1% | 8.6% | 11.5% | 18.6% | 18.1% |
| 5 years p.a. | 13.5% | 10.6% | 7.8% | 10.6% | 18.0% | 16.8% |
| Deepest fall (max drawdown) | −17.9% | −16.4% | −15.8% | −16.3% | −19.9% | −20.9% |
| Assets (AUM) | ₹24,349 Cr | ₹40,166 Cr | ₹38,599 Cr | ₹54,857 Cr | ₹48,143 Cr | ₹64,136 Cr |
| Disclosed history | 5.8 yrs | 1.8 yrs | 5.1 yrs | — | 14 yrs | — |
| Holdings · top ten weight | 64 · 28% | 50 · 53% | 76 · 48% | none disclosed | 105 · 25% | 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.