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 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 | Axis Small Cap | HDFC Multi Cap | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Axis Small Cap share 4% of their portfolios | SBI MIDCAP and HDFC Multi Cap share 6% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and SBI MIDCAP share 4% of their portfolios | itself | Axis Small Cap and HDFC Multi Cap share 14% of their portfolios | Axis Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Small Cap and Axis Midcap share 9% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MIDCAP share 6% of their portfolios | HDFC Multi Cap and Axis Small Cap share 14% of their portfolios | itself | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Multi Cap and Axis Midcap share 22% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and Axis Small Cap share 9% of their portfolios | Axis Midcap and HDFC Multi Cap share 22% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: SBI MIDCAP FUND and Axis Midcap Fund share 24% 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 Mid 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 | SBI MIDCAP | Axis Small Cap | HDFC Multi Cap | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 42% of 109 | 73% of 22 | 83% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.44% points | 1.30% points | 1.44% points | 1.36% points |
| Portfolio turned over a year P1 | 80% | 63% | 79% | not measured | 80% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | not known | not known | not known |
| 1-year return | 3.8% | 10.0% | −2.2% | 4.8% | 6.9% |
| 3 years p.a. | 11.0% | 16.2% | 12.0% | 18.1% | 17.1% |
| 5 years p.a. | 13.5% | 16.4% | — | 16.8% | 13.5% |
| Deepest fall (max drawdown) | −17.9% | −19.4% | −20.2% | −20.9% | −19.5% |
| Assets (AUM) | ₹24,349 Cr | ₹27,535 Cr | ₹20,765 Cr | ₹64,136 Cr | ₹32,454 Cr |
| Disclosed history | 5.8 yrs | 5.9 yrs | 2.4 yrs | — | 5.9 yrs |
| Holdings · top ten weight | 64 · 28% | 132 · 25% | 127 · 23% | none disclosed | 91 · 30% |
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.