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.
3 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 | BANDHAN Small Cap | HDFC Multi Cap |
|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | BANDHAN Small Cap and HDFC Multi Cap share 11% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Multi Cap and BANDHAN Small Cap share 11% of their portfolios | itself |
Closest pair: BANDHAN Small Cap Fund and HDFC Multi Cap Fund share 11% 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 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 | BANDHAN Small Cap | HDFC Multi Cap |
|---|---|---|---|
| Category | Mid Cap | Small Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 75% of 44 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 2.00% points | 1.30% points |
| Portfolio turned over a year P1 | not measured | 68% | 79% |
| Run by P7 | not known | Kirthi Jain · ≥ 2.8 yrs | not known |
| 1-year return | 4.8% | 10.4% | −2.2% |
| 3 years p.a. | 18.1% | 25.3% | 12.0% |
| 5 years p.a. | 16.8% | 20.0% | — |
| Deepest fall (max drawdown) | −20.9% | −22.8% | −20.2% |
| Assets (AUM) | ₹64,136 Cr | ₹31,103 Cr | ₹20,765 Cr |
| Disclosed history | — | 4.3 yrs | 2.4 yrs |
| Holdings · top ten weight | none disclosed | 265 · 30% | 127 · 23% |
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.