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 | Axis Midcap | HDFC Large Cap | Nippon India Large Cap | UTI Value | Kotak Mid Cap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | Axis Midcap and UTI Value share 10% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Midcap share 10% of their portfolios | itself | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and UTI Value share 39% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | itself | Nippon India Large Cap and UTI Value share 43% of their portfolios | Nippon India Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| UTI ValueValue | UTI Value and Axis Midcap share 10% of their portfolios | UTI Value and HDFC Large Cap share 39% of their portfolios | UTI Value and Nippon India Large Cap share 43% of their portfolios | itself | UTI Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and UTI Value: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Nippon India Large Cap Fund and UTI Value Fund share 43% 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 | Axis Midcap | HDFC Large Cap | Nippon India Large Cap | UTI Value | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Value | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | UTI Asset Mgmt. Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 51% of 109 | 73% of 109 | 37% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.70% points | 1.01% points | 0.79% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | 45% | 57% | 47% | not measured |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 19 yrs | Amit Premchandani · 8.6 yrs | not known |
| 1-year return | 6.9% | −3.2% | −4.7% | −4.1% | 4.8% |
| 3 years p.a. | 17.1% | 9.1% | 11.1% | 12.1% | 18.1% |
| 5 years p.a. | 13.5% | 10.6% | 12.8% | 11.0% | 16.8% |
| Deepest fall (max drawdown) | −19.5% | −16.4% | −15.4% | −17.2% | −20.9% |
| Assets (AUM) | ₹32,454 Cr | ₹40,166 Cr | ₹52,344 Cr | ₹9,603 Cr | ₹64,136 Cr |
| Disclosed history | 5.9 yrs | 1.8 yrs | 13 yrs | 12 yrs | — |
| Holdings · top ten weight | 91 · 30% | 50 · 53% | 69 · 45% | 71 · 41% | none disclosed |
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.