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 | SBI FLEXICAP | Axis Midcap | Kotak Mid Cap | Axis Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|---|
| SBI FLEXICAPFlexi Cap | itself | SBI FLEXICAP and Axis Midcap share 14% of their portfolios | SBI FLEXICAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI FLEXICAP and Axis Large Cap share 36% of their portfolios | SBI FLEXICAP and HDFC Flexi Cap share 33% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI FLEXICAP share 14% of their portfolios | itself | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and HDFC Flexi Cap share 13% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis Large CapLarge Cap | Axis Large Cap and SBI FLEXICAP share 36% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and SBI FLEXICAP share 33% of their portfolios | HDFC Flexi Cap and Axis Midcap share 13% of their portfolios | HDFC Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and HDFC Flexi Cap Fund share 47% 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 FLEXICAP | Axis Midcap | Kotak Mid Cap | Axis Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Large Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 44% of 109 | 83% of 109 | 47% of 109 | 68% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.36% points | 1.44% points | 1.21% points | 0.81% points |
| Portfolio turned over a year P1 | 129% | 80% | not measured | 73% | 48% |
| Run by P7 | Anup Upadhyay · ≥ 3 mo | not known | not known | not known | not known |
| 1-year return | −2.1% | 6.9% | 4.8% | −3.2% | 0.7% |
| 3 years p.a. | 8.6% | 17.1% | 18.1% | 9.2% | 15.8% |
| 5 years p.a. | 8.2% | 13.5% | 16.8% | 5.8% | 16.6% |
| Deepest fall (max drawdown) | −16.0% | −19.5% | −20.9% | −15.5% | −13.3% |
| Assets (AUM) | ₹22,888 Cr | ₹32,454 Cr | ₹64,136 Cr | ₹30,395 Cr | ₹1.13 lakh Cr |
| Disclosed history | 5.8 yrs | 5.9 yrs | — | 5.9 yrs | 2.4 yrs |
| Holdings · top ten weight | 71 · 36% | 91 · 30% | none disclosed | 49 · 48% | 86 · 44% |
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.