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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 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 Small Cap | Kotak Flexi Cap |
|---|---|---|---|
| SBI FLEXICAPFlexi Cap | itself | SBI FLEXICAP and Axis Small Cap share 8% of their portfolios | SBI FLEXICAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Axis Small CapSmall Cap | Axis Small Cap and SBI FLEXICAP share 8% of their portfolios | itself | Axis Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Small Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
No two of these hold much of the same portfolio. The closest pair, SBI FLEXICAP FUND and Axis Small Cap Fund, share 8%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak Flexi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 Small Cap | Kotak Flexi Cap |
|---|---|---|---|
| Category | Flexi Cap | Small Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 42% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.44% points | 1.09% points |
| Portfolio turned over a year P1 | 129% | 63% | not measured |
| Run by P7 | Anup Upadhyay · ≥ 3 mo | not known | not known |
| 1-year return | −2.1% | 10.0% | −1.6% |
| 3 years p.a. | 8.6% | 16.2% | 11.5% |
| 5 years p.a. | 8.2% | 16.4% | 10.6% |
| Deepest fall (max drawdown) | −16.0% | −19.4% | −16.3% |
| Assets (AUM) | ₹22,888 Cr | ₹27,535 Cr | ₹54,857 Cr |
| Disclosed history | 5.8 yrs | 5.9 yrs | — |
| Holdings · top ten weight | 71 · 36% | 132 · 25% | none disclosed |
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.