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.
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 | Aditya Birla Sun Life Flexi Cap | Kotak Flexi Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Aditya Birla Sun Life Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap and HDFC Mid Cap share 16% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Flexi Cap |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Mid Cap and Aditya Birla Sun Life Flexi Cap share 16% of their portfolios | HDFC Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and HDFC Mid Cap Fund share 16% 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 our data, 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 | Aditya Birla Sun Life Flexi Cap | Kotak Flexi Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 58% of 109 | 45% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.02% points | 1.09% points | 0.92% points |
| Portfolio turned over a year P1 | not measured | 50% | not measured | 38% |
| Run by P7 | not known | Dhaval Joshi · ≥ 6 mo | not known | not known |
| 1-year return | 4.8% | 7.3% | −1.6% | 6.6% |
| 3 years p.a. | 18.1% | 15.0% | 11.5% | 17.6% |
| 5 years p.a. | 16.8% | 11.6% | 10.6% | 18.9% |
| Deepest fall (max drawdown) | −20.9% | −17.0% | −16.3% | −16.8% |
| Assets (AUM) | ₹64,136 Cr | ₹27,401 Cr | ₹54,857 Cr | ₹1.07 lakh Cr |
| Disclosed history | — | 13 yrs | — | 10 mo |
| Holdings · top ten weight | none disclosed | 89 · 28% | none disclosed | 81 · 37% |
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.