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 Large & 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 | Kotak Large & Mid Cap | HDFC Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|---|
| Kotak Large & Mid CapLarge & Mid Cap | itself | Kotak Large & Mid Cap and HDFC Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | Kotak Large & Mid Cap and SBI LARGE & MIDCAP: no portfolio disclosed for Kotak Large & Mid Cap |
| HDFC Large & Mid CapLarge & Mid Cap | HDFC Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | itself | HDFC Large & Mid Cap and SBI LARGE & MIDCAP share 29% of their portfolios |
| SBI LARGE & MIDCAPLarge & Mid Cap | SBI LARGE & MIDCAP and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | SBI LARGE & MIDCAP and HDFC Large & Mid Cap share 29% of their portfolios | itself |
Closest pair: HDFC Large & Mid Cap Fund and SBI LARGE & MIDCAP FUND share 29% 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 Large & Mid 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 | Kotak Large & Mid Cap | HDFC Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 85% of 109 | 44% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.34% points | 0.51% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | 39% | 70% |
| Run by P7 | not known | not known | Saurabh Pant · ≥ 3 mo |
| 1-year return | 1.4% | 0.4% | 0.9% |
| 3 years p.a. | 13.6% | 13.1% | 12.7% |
| 5 years p.a. | 13.7% | 14.2% | 13.4% |
| Deepest fall (max drawdown) | −18.5% | −18.7% | −14.2% |
| Assets (AUM) | ₹30,228 Cr | ₹30,372 Cr | ₹42,320 Cr |
| Disclosed history | — | 2.3 yrs | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 243 · 20% | 94 · 31% |
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.