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 | Kotak Flexi Cap | Axis Large Cap | SBI Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and SBI Large Cap share 10% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Axis Midcap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Axis 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 Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| SBI Large CapLarge Cap | SBI Large Cap and Axis Midcap share 10% of their portfolios | SBI Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself | SBI Large Cap 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Axis Large Cap Fund and SBI Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, 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 | Axis Midcap | Kotak Flexi Cap | Axis Large Cap | SBI Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 45% of 109 | 47% of 109 | 45% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.09% points | 1.21% points | 0.93% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | not measured | 73% | 59% | not measured |
| Run by P7 | not known | not known | not known | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 6.9% | −1.6% | −3.2% | −1.6% | 4.8% |
| 3 years p.a. | 17.1% | 11.5% | 9.2% | 9.2% | 18.1% |
| 5 years p.a. | 13.5% | 10.6% | 5.8% | 9.0% | 16.8% |
| Deepest fall (max drawdown) | −19.5% | −16.3% | −15.5% | −15.4% | −20.9% |
| Assets (AUM) | ₹32,454 Cr | ₹54,857 Cr | ₹30,395 Cr | ₹55,417 Cr | ₹64,136 Cr |
| Disclosed history | 5.9 yrs | — | 5.9 yrs | 5.8 yrs | — |
| Holdings · top ten weight | 91 · 30% | none disclosed | 49 · 48% | 57 · 47% | 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.