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.
4 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 | UTI Value | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and UTI Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap |
| UTI ValueValue | UTI Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | UTI Value and HDFC Mid Cap share 11% of their portfolios | UTI Value and SBI MIDCAP share 9% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Mid Cap and UTI Value share 11% of their portfolios | itself | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and UTI Value share 9% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself |
Closest pair: HDFC Mid Cap Fund and SBI MIDCAP FUND share 13% 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 | Kotak Mid Cap | UTI Value | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|
| Category | Mid Cap | Value | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | UTI Asset Mgmt. Co. Ltd. | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 37% of 109 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 0.79% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | not measured | 47% | 38% | 80% |
| Run by P7 | not known | Amit Premchandani · 8.6 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 4.8% | −4.1% | 6.6% | 3.8% |
| 3 years p.a. | 18.1% | 12.1% | 17.6% | 11.0% |
| 5 years p.a. | 16.8% | 11.0% | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −20.9% | −17.2% | −16.8% | −17.9% |
| Assets (AUM) | ₹64,136 Cr | ₹9,603 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | — | 12 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 71 · 41% | 81 · 37% | 64 · 28% |
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.