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 | Nippon India Large Cap | SBI MIDCAP |
|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and HDFC Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI 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 Nippon India Large Cap share 3% of their portfolios | HDFC Small Cap and SBI MIDCAP share 3% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Large Cap and HDFC Small Cap share 3% of their portfolios | itself | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and HDFC Small Cap share 3% of their portfolios | SBI MIDCAP and Nippon India Large Cap share 4% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Nippon India Large Cap Fund and SBI MIDCAP FUND, share 4%. 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 | Nippon India Large Cap | SBI MIDCAP |
|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Large Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 63% of 109 | 73% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.25% points | 1.01% points | 1.09% points |
| Portfolio turned over a year P1 | not measured | 46% | 57% | 80% |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 19 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 4.8% | −2.6% | −4.7% | 3.8% |
| 3 years p.a. | 18.1% | 11.3% | 11.1% | 11.0% |
| 5 years p.a. | 16.8% | 14.8% | 12.8% | 13.5% |
| Deepest fall (max drawdown) | −20.9% | −22.6% | −15.4% | −17.9% |
| Assets (AUM) | ₹64,136 Cr | ₹42,162 Cr | ₹52,344 Cr | ₹24,349 Cr |
| Disclosed history | — | 2.4 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 87 · 35% | 69 · 45% | 64 · 28% |
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.