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 | Kotak Multi Cap | Tata Value |
|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Tata Value: no portfolio disclosed for Kotak Mid Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Tata Value: no portfolio disclosed for Kotak Multi Cap |
| Tata ValueValue | Tata Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Tata Value and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
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.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Mid Cap | Kotak Multi Cap | Tata Value |
|---|---|---|---|
| Category | Mid Cap | Multi Cap | Value |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | Tata Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 100% of 24 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.62% points | 1.15% points |
| Portfolio turned over a year P1 | not measured | not measured | 81% |
| Run by P7 | not known | not known | Sonam Udasi · ≥ 9 mo |
| 1-year return | 4.8% | 4.2% | 0.2% |
| 3 years p.a. | 18.1% | 17.3% | 12.9% |
| 5 years p.a. | 16.8% | — | 13.3% |
| Deepest fall (max drawdown) | −20.9% | −21.0% | −20.9% |
| Assets (AUM) | ₹64,136 Cr | ₹25,937 Cr | ₹8,440 Cr |
| Disclosed history | — | — | 11 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 41 · 52% |
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.