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 | Kotak Multi Cap | Mirae Asset Large Cap | Nippon India Large Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mirae Asset Large 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 HDFC Mid Cap: 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 Mirae Asset Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Multi Cap |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and HDFC Mid Cap share 8% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | itself | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | HDFC Mid Cap and Nippon India Large Cap share 7% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Nippon India Large Cap Fund share 59% of their portfolios. Holding both is closer to holding one twice than to diversifying.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 | Kotak Multi Cap | Mirae Asset Large Cap | Nippon India Large Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 100% of 24 | 64% of 109 | 73% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.62% points | 1.06% points | 1.01% points | 0.92% points |
| Portfolio turned over a year P1 | not measured | not measured | 53% | 57% | 38% |
| Run by P7 | not known | not known | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | 4.8% | 4.2% | −3.3% | −4.7% | 6.6% |
| 3 years p.a. | 18.1% | 17.3% | 8.6% | 11.1% | 17.6% |
| 5 years p.a. | 16.8% | — | 7.8% | 12.8% | 18.9% |
| Deepest fall (max drawdown) | −20.9% | −21.0% | −15.8% | −15.4% | −16.8% |
| Assets (AUM) | ₹64,136 Cr | ₹25,937 Cr | ₹38,599 Cr | ₹52,344 Cr | ₹1.07 lakh Cr |
| Disclosed history | — | — | 5.1 yrs | 13 yrs | 10 mo |
| Holdings · top ten weight | none disclosed | none disclosed | 76 · 48% | 69 · 45% | 81 · 37% |
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.