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 | HDFC Multi Cap | Kotak Multi Cap | Kotak Mid Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and HDFC Multi Cap share 6% of their portfolios | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | itself | HDFC Large Cap and HDFC Multi Cap share 31% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MIDCAP share 6% of their portfolios | HDFC Multi Cap and HDFC Large Cap share 31% of their portfolios | itself | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Multi Cap and Nippon India Growth Mid Cap share 28% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi 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 HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid 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 HDFC Multi Cap share 28% of their portfolios | Nippon India Growth Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Large Cap Fund and HDFC Multi Cap Fund share 31% 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 | HDFC Multi Cap | Kotak Multi Cap | Kotak Mid Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 51% of 109 | 73% of 22 | 100% of 24 | 83% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.70% points | 1.30% points | 1.62% points | 1.44% points | 0.86% points |
| Portfolio turned over a year P1 | 80% | 45% | 79% | not measured | not measured | 52% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | not known | not known | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.8% | −3.2% | −2.2% | 4.2% | 4.8% | 7.0% |
| 3 years p.a. | 11.0% | 9.1% | 12.0% | 17.3% | 18.1% | 18.6% |
| 5 years p.a. | 13.5% | 10.6% | — | — | 16.8% | 18.0% |
| Deepest fall (max drawdown) | −17.9% | −16.4% | −20.2% | −21.0% | −20.9% | −19.9% |
| Assets (AUM) | ₹24,349 Cr | ₹40,166 Cr | ₹20,765 Cr | ₹25,937 Cr | ₹64,136 Cr | ₹48,143 Cr |
| Disclosed history | 5.8 yrs | 1.8 yrs | 2.4 yrs | — | — | 14 yrs |
| Holdings · top ten weight | 64 · 28% | 50 · 53% | 127 · 23% | none disclosed | none disclosed | 105 · 25% |
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.