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 | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | SBI MIDCAP | Axis Midcap |
|---|---|---|---|---|---|
| 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 Axis Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Midcap: 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 Axis Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% of their portfolios | Aditya Birla Sun Life Flexi Cap and Axis Midcap share 23% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios | itself | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and Aditya Birla Sun Life Flexi Cap share 8% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | itself | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and Axis Large Cap Fund share 38% 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 | Aditya Birla Sun Life Flexi Cap | Axis Large Cap | SBI MIDCAP | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 58% of 109 | 47% of 109 | 38% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.02% points | 1.21% points | 1.09% points | 1.36% points |
| Portfolio turned over a year P1 | not measured | 50% | 73% | 80% | 80% |
| Run by P7 | not known | Dhaval Joshi · ≥ 6 mo | not known | Bhavin Vithlani · ≥ 3 mo | not known |
| 1-year return | 4.8% | 7.3% | −3.2% | 3.8% | 6.9% |
| 3 years p.a. | 18.1% | 15.0% | 9.2% | 11.0% | 17.1% |
| 5 years p.a. | 16.8% | 11.6% | 5.8% | 13.5% | 13.5% |
| Deepest fall (max drawdown) | −20.9% | −17.0% | −15.5% | −17.9% | −19.5% |
| Assets (AUM) | ₹64,136 Cr | ₹27,401 Cr | ₹30,395 Cr | ₹24,349 Cr | ₹32,454 Cr |
| Disclosed history | — | 13 yrs | 5.9 yrs | 5.8 yrs | 5.9 yrs |
| Holdings · top ten weight | none disclosed | 89 · 28% | 49 · 48% | 64 · 28% | 91 · 30% |
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.