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 | HDFC Small Cap | SBI Large Cap | Axis Midcap |
|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and HDFC Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Small CapSmall Cap | HDFC Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Small Cap and SBI Large Cap share 1% of their portfolios | HDFC Small Cap and Axis Midcap share 7% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI Large Cap and HDFC Small Cap share 1% of their portfolios | itself | SBI Large Cap and Axis Midcap share 10% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and HDFC Small Cap share 7% of their portfolios | Axis Midcap and SBI Large Cap share 10% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, SBI Large Cap Fund and Axis Midcap Fund, share 10%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
Kotak 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 Mid Cap | HDFC Small Cap | SBI Large Cap | Axis Midcap |
|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Large Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 63% of 109 | 45% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.25% points | 0.93% points | 1.36% points |
| Portfolio turned over a year P1 | not measured | 46% | 59% | 80% |
| Run by P7 | not known | not known | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 4.8% | −2.6% | −1.6% | 6.9% |
| 3 years p.a. | 18.1% | 11.3% | 9.2% | 17.1% |
| 5 years p.a. | 16.8% | 14.8% | 9.0% | 13.5% |
| Deepest fall (max drawdown) | −20.9% | −22.6% | −15.4% | −19.5% |
| Assets (AUM) | ₹64,136 Cr | ₹42,162 Cr | ₹55,417 Cr | ₹32,454 Cr |
| Disclosed history | — | 2.4 yrs | 5.8 yrs | 5.9 yrs |
| Holdings · top ten weight | none disclosed | 87 · 35% | 57 · 47% | 91 · 30% |
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.