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 | HDFC Mid Cap | Axis Multicap | BANDHAN Small Cap | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Axis Multicap share 16% of their portfolios | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Mid Cap and Axis Midcap share 31% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Mid Cap share 16% of their portfolios | itself | Axis Multicap and BANDHAN Small Cap share 10% of their portfolios | Axis Multicap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Multicap and Axis Midcap share 41% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | itself | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | BANDHAN Small Cap and Axis Midcap share 5% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Multicap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and Axis Multicap share 41% of their portfolios | Axis Midcap and BANDHAN Small Cap share 5% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Axis Multicap Fund and Axis Midcap Fund share 41% 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 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 | HDFC Mid Cap | Axis Multicap | BANDHAN Small Cap | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Bandhan AMC Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 100% of 22 | 75% of 44 | 83% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.45% points | 2.00% points | 1.44% points | 1.36% points |
| Portfolio turned over a year P1 | 38% | 96% | 68% | not measured | 80% |
| Run by P7 | not known | not known | Kirthi Jain · ≥ 2.8 yrs | not known | not known |
| 1-year return | 6.6% | 9.8% | 10.4% | 4.8% | 6.9% |
| 3 years p.a. | 17.6% | 20.0% | 25.3% | 18.1% | 17.1% |
| 5 years p.a. | 18.9% | — | 20.0% | 16.8% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −18.1% | −22.8% | −20.9% | −19.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹9,775 Cr | ₹31,103 Cr | ₹64,136 Cr | ₹32,454 Cr |
| Disclosed history | 10 mo | 5.2 yrs | 4.3 yrs | — | 5.9 yrs |
| Holdings · top ten weight | 81 · 37% | 114 · 23% | 265 · 30% | none disclosed | 91 · 30% |
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.