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 | HDFC Mid Cap | Nippon India Large Cap | Kotak Flexi Cap | Kotak Mid Cap |
|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Nippon India Large Cap share 7% of their portfolios | HDFC Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios | itself | Nippon India Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Mid 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Mid Cap Fund and Nippon India Large Cap Fund, share 7%. 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.
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.
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 | HDFC Mid Cap | Nippon India Large Cap | Kotak Flexi Cap | Kotak Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Flexi Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 73% of 109 | 45% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.01% points | 1.09% points | 1.44% points |
| Portfolio turned over a year P1 | 38% | 57% | not measured | not measured |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | not known | not known |
| 1-year return | 6.6% | −4.7% | −1.6% | 4.8% |
| 3 years p.a. | 17.6% | 11.1% | 11.5% | 18.1% |
| 5 years p.a. | 18.9% | 12.8% | 10.6% | 16.8% |
| Deepest fall (max drawdown) | −16.8% | −15.4% | −16.3% | −20.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹52,344 Cr | ₹54,857 Cr | ₹64,136 Cr |
| Disclosed history | 10 mo | 13 yrs | — | — |
| Holdings · top ten weight | 81 · 37% | 69 · 45% | none disclosed | none disclosed |
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.