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 | HDFC Large Cap | SBI Large Cap | Nippon India Multi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Kotak Flexi CapFlexi Cap | itself | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Aditya Birla Sun Life Flexi Cap share 38% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | itself | SBI Large Cap and Nippon India Multi Cap share 31% of their portfolios | SBI Large Cap and Aditya Birla Sun Life Flexi Cap share 36% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and SBI Large Cap share 31% of their portfolios | itself | Nippon India Multi Cap and Aditya Birla Sun Life Flexi Cap share 27% 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 HDFC Large Cap share 38% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI Large Cap share 36% of their portfolios | Aditya Birla Sun Life Flexi Cap and Nippon India Multi Cap share 27% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and SBI Large Cap Fund share 46% 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 | HDFC Large Cap | SBI Large Cap | Nippon India Multi Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Large Cap | Large Cap | Multi Cap | Flexi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 51% of 109 | 45% of 109 | 50% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.70% points | 0.93% points | 0.84% points | 1.02% points |
| Portfolio turned over a year P1 | not measured | 45% | 59% | 66% | 50% |
| Run by P7 | not known | not known | Saurabh Pant · ≥ 3 mo | Sailesh Raj Bhan · 21 yrs | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −1.6% | −3.2% | −1.6% | −1.4% | 7.3% |
| 3 years p.a. | 11.5% | 9.1% | 9.2% | 13.5% | 15.0% |
| 5 years p.a. | 10.6% | 10.6% | 9.0% | 16.4% | 11.6% |
| Deepest fall (max drawdown) | −16.3% | −16.4% | −15.4% | −18.6% | −17.0% |
| Assets (AUM) | ₹54,857 Cr | ₹40,166 Cr | ₹55,417 Cr | ₹53,760 Cr | ₹27,401 Cr |
| Disclosed history | — | 1.8 yrs | 5.8 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | none disclosed | 50 · 53% | 57 · 47% | 123 · 29% | 89 · 28% |
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.