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.
Overlap
share of the portfolio the two funds hold in common
| SBI MIDCAP | Kotak Mid Cap | |
|---|---|---|
| SBI MIDCAP | itself | 0% |
| Kotak Mid Cap | 0% | itself |
Most alike: SBI MIDCAP FUND and Kotak Mid Cap Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI MIDCAP | Kotak Mid Cap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% | 1.44% |
| Portfolio turned over a year P1 | 80% | not measured |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known |
| 1-year return | 3.8% | 4.8% |
| 3 years p.a. | 11.0% | 18.1% |
| 5 years p.a. | 13.5% | 16.8% |
| Deepest fall (max drawdown) | −17.9% | −20.9% |
| Assets (AUM) | ₹24,349 Cr | ₹64,136 Cr |
| Disclosed history | 5.8 yrs | — |
| Holdings · top ten weight | 64 · 28% | — · — |
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.