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 | Kotak Mid Cap | HDFC Flexi Cap | Kotak Multi Cap | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Flexi Cap and Axis Midcap share 13% of their portfolios | HDFC Flexi Cap and Motilal Oswal Midcap share 13% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Flexi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap |
| Axis MidcapMid Cap | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and HDFC Flexi Cap share 13% of their portfolios | Axis Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Motilal Oswal Midcap and HDFC Flexi Cap share 13% of their portfolios | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | itself |
Closest pair: Axis Midcap Fund and Motilal Oswal Midcap Fund share 20% 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 | Kotak Mid Cap | HDFC Flexi Cap | Kotak Multi Cap | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 68% of 109 | 100% of 24 | 44% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 0.81% points | 1.62% points | 1.36% points | 1.37% points |
| Portfolio turned over a year P1 | not measured | 48% | not measured | 80% | 92% |
| Run by P7 | not known | not known | not known | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 4.8% | 0.7% | 4.2% | 6.9% | −0.5% |
| 3 years p.a. | 18.1% | 15.8% | 17.3% | 17.1% | 19.5% |
| 5 years p.a. | 16.8% | 16.6% | — | 13.5% | 21.1% |
| Deepest fall (max drawdown) | −20.9% | −13.3% | −21.0% | −19.5% | −28.9% |
| Assets (AUM) | ₹64,136 Cr | ₹1.13 lakh Cr | ₹25,937 Cr | ₹32,454 Cr | ₹41,706 Cr |
| Disclosed history | — | 2.4 yrs | — | 5.9 yrs | 4.0 yrs |
| Holdings · top ten weight | none disclosed | 86 · 44% | none disclosed | 91 · 30% | 32 · 54% |
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.