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 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 | Kotak Mid Cap | HDFC Small Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|
| Kotak Flexi CapFlexi Cap | itself | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and HDFC Small 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 |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and HDFC Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Small CapSmall Cap | HDFC Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Small Cap and Aditya Birla Sun Life Flexi Cap share 4% 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Aditya Birla Sun Life Flexi Cap and HDFC Small Cap share 4% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Small Cap Fund and Aditya Birla Sun Life Flexi Cap Fund, share 4%. 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 | Kotak Flexi Cap | Kotak Mid Cap | HDFC Small Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Small Cap | Flexi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 83% of 109 | 63% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.44% points | 1.25% points | 1.02% points |
| Portfolio turned over a year P1 | not measured | not measured | 46% | 50% |
| Run by P7 | not known | not known | not known | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −1.6% | 4.8% | −2.6% | 7.3% |
| 3 years p.a. | 11.5% | 18.1% | 11.3% | 15.0% |
| 5 years p.a. | 10.6% | 16.8% | 14.8% | 11.6% |
| Deepest fall (max drawdown) | −16.3% | −20.9% | −22.6% | −17.0% |
| Assets (AUM) | ₹54,857 Cr | ₹64,136 Cr | ₹42,162 Cr | ₹27,401 Cr |
| Disclosed history | — | — | 2.4 yrs | 13 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 87 · 35% | 89 · 28% |
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.