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 Flexi 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 Flexi Cap | Quant Small Cap | Motilal Oswal Midcap | Aditya Birla Sun Life Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Kotak Flexi CapFlexi Cap | itself | Kotak Flexi Cap and Quant Small Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Flexi Cap |
| Quant Small CapSmall Cap | Quant Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and Aditya Birla Sun Life Flexi Cap share 5% of their portfolios | Quant Small Cap and UTI - Flexi Cap Fund. share 3% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | itself | Motilal Oswal Midcap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios | Motilal Oswal Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Aditya Birla Sun Life Flexi Cap and Quant Small Cap share 5% of their portfolios | Aditya Birla Sun Life Flexi Cap and Motilal Oswal Midcap share 7% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | UTI - Flexi Cap Fund. and Quant Small Cap share 3% of their portfolios | UTI - Flexi Cap Fund. and Motilal Oswal Midcap share 18% of their portfolios | UTI - Flexi Cap Fund. and Aditya Birla Sun Life Flexi Cap share 30% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and UTI - Flexi Cap Fund. share 30% 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 Flexi 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 Flexi Cap | Quant Small Cap | Motilal Oswal Midcap | Aditya Birla Sun Life Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Category | Flexi Cap | Small Cap | Mid Cap | Flexi Cap | Flexi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | Motilal Oswal Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 69% of 109 | 54% of 109 | 58% of 109 | 40% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.84% points | 1.37% points | 1.02% points | 0.68% points |
| Portfolio turned over a year P1 | not measured | 75% | 92% | 50% | 41% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Rakesh Shetty · 3.8 yrs | Dhaval Joshi · ≥ 6 mo | Ajay Tyagi · 11 yrs |
| 1-year return | −1.6% | 12.7% | −0.5% | 7.3% | −2.3% |
| 3 years p.a. | 11.5% | 18.5% | 19.5% | 15.0% | 8.4% |
| 5 years p.a. | 10.6% | 19.2% | 21.1% | 11.6% | 4.9% |
| Deepest fall (max drawdown) | −16.3% | −24.4% | −28.9% | −17.0% | −20.1% |
| Assets (AUM) | ₹54,857 Cr | ₹34,069 Cr | ₹41,706 Cr | ₹27,401 Cr | ₹23,434 Cr |
| Disclosed history | — | 7.5 yrs | 4.0 yrs | 13 yrs | 12 yrs |
| Holdings · top ten weight | none disclosed | 120 · 43% | 32 · 54% | 89 · 28% | 62 · 44% |
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.