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 | SBI MultiCap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and SBI MultiCap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): 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 HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | SBI MultiCap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 21% of their portfolios | SBI MultiCap and Mirae Asset Large Cap share 20% of their portfolios | SBI MultiCap and HDFC Mid Cap share 9% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MultiCap share 21% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Mid Cap share 4% of their portfolios |
| 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 SBI MultiCap share 20% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | itself | Mirae Asset Large Cap and HDFC Mid Cap share 8% 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 SBI MultiCap share 9% of their portfolios | HDFC Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap Fund share 62% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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 | SBI MultiCap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 0% of 19 | 90% of 109 | 64% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.00% points | 0.81% points | 1.06% points | 0.92% points |
| Portfolio turned over a year P1 | not measured | 85% | 45% | 53% | 38% |
| Run by P7 | not known | Bectors Food · ≥ 3 mo | Vaibhav Dusad · 5.7 yrs | Gaurav Misra · 7.7 yrs | not known |
| 1-year return | 4.8% | −0.6% | −5.3% | −3.3% | 6.6% |
| 3 years p.a. | 18.1% | 13.3% | 10.6% | 8.6% | 17.6% |
| 5 years p.a. | 16.8% | — | 10.9% | 7.8% | 18.9% |
| Deepest fall (max drawdown) | −20.9% | −15.1% | −15.4% | −15.8% | −16.8% |
| Assets (AUM) | ₹64,136 Cr | ₹24,138 Cr | ₹80,822 Cr | ₹38,599 Cr | ₹1.07 lakh Cr |
| Disclosed history | — | 3.7 yrs | 13 yrs | 5.1 yrs | 10 mo |
| Holdings · top ten weight | none disclosed | 72 · 30% | 93 · 47% | 76 · 48% | 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.