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 Flexi 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 | Aditya Birla Sun Life Flexi Cap | Kotak Multi Cap | Axis Large Cap | Kotak Flexi Cap | SBI FLEXICAP |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi CapFlexi Cap | itself | Aditya Birla Sun Life Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Aditya Birla Sun Life Flexi Cap and Axis Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap and SBI FLEXICAP share 29% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Multi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Large Cap and SBI FLEXICAP share 36% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Flexi Cap |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Aditya Birla Sun Life Flexi Cap share 29% of their portfolios | SBI FLEXICAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI FLEXICAP and Axis Large Cap share 36% of their portfolios | SBI FLEXICAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and Axis Large Cap Fund share 38% 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 | Aditya Birla Sun Life Flexi Cap | Kotak Multi Cap | Axis Large Cap | Kotak Flexi Cap | SBI FLEXICAP |
|---|---|---|---|---|---|
| Category | Flexi Cap | Multi Cap | Large Cap | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 100% of 24 | 47% of 109 | 45% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.62% points | 1.21% points | 1.09% points | 1.03% points |
| Portfolio turned over a year P1 | 50% | not measured | 73% | not measured | 129% |
| Run by P7 | Dhaval Joshi · ≥ 6 mo | not known | not known | not known | Anup Upadhyay · ≥ 3 mo |
| 1-year return | 7.3% | 4.2% | −3.2% | −1.6% | −2.1% |
| 3 years p.a. | 15.0% | 17.3% | 9.2% | 11.5% | 8.6% |
| 5 years p.a. | 11.6% | — | 5.8% | 10.6% | 8.2% |
| Deepest fall (max drawdown) | −17.0% | −21.0% | −15.5% | −16.3% | −16.0% |
| Assets (AUM) | ₹27,401 Cr | ₹25,937 Cr | ₹30,395 Cr | ₹54,857 Cr | ₹22,888 Cr |
| Disclosed history | 13 yrs | — | 5.9 yrs | — | 5.8 yrs |
| Holdings · top ten weight | 89 · 28% | none disclosed | 49 · 48% | none disclosed | 71 · 36% |
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.