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 | Axis Midcap | UTI - Flexi Cap Fund. | SBI FLEXICAP | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Kotak Flexi CapFlexi Cap | itself | Kotak Flexi Cap and Axis Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Flexi Cap |
| Axis MidcapMid Cap | Axis Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios | Axis Midcap and SBI FLEXICAP share 14% of their portfolios | Axis Midcap and Aditya Birla Sun Life Flexi Cap share 23% 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 Axis Midcap share 19% of their portfolios | itself | UTI - Flexi Cap Fund. and SBI FLEXICAP share 25% of their portfolios | UTI - Flexi Cap Fund. and Aditya Birla Sun Life Flexi Cap share 30% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI FLEXICAP and Axis Midcap share 14% of their portfolios | SBI FLEXICAP and UTI - Flexi Cap Fund. share 25% of their portfolios | itself | SBI FLEXICAP and Aditya Birla Sun Life Flexi Cap share 29% 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 Axis Midcap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI FLEXICAP share 29% of their portfolios | itself |
Closest pair: UTI - Flexi Cap Fund. and Aditya Birla Sun Life 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 | Axis Midcap | UTI - Flexi Cap Fund. | SBI FLEXICAP | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Flexi Cap | Flexi Cap | Flexi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 44% of 109 | 40% of 109 | 58% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.36% points | 0.68% points | 1.03% points | 1.02% points |
| Portfolio turned over a year P1 | not measured | 80% | 41% | 129% | 50% |
| Run by P7 | not known | not known | Ajay Tyagi · 11 yrs | Anup Upadhyay · ≥ 3 mo | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −1.6% | 6.9% | −2.3% | −2.1% | 7.3% |
| 3 years p.a. | 11.5% | 17.1% | 8.4% | 8.6% | 15.0% |
| 5 years p.a. | 10.6% | 13.5% | 4.9% | 8.2% | 11.6% |
| Deepest fall (max drawdown) | −16.3% | −19.5% | −20.1% | −16.0% | −17.0% |
| Assets (AUM) | ₹54,857 Cr | ₹32,454 Cr | ₹23,434 Cr | ₹22,888 Cr | ₹27,401 Cr |
| Disclosed history | — | 5.9 yrs | 12 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | none disclosed | 91 · 30% | 62 · 44% | 71 · 36% | 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.