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.
3 of 6 chosen
Add another Small 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 | SBI SMALL CAP | Kotak Mid Cap | Kotak Multi Cap |
|---|---|---|---|
| SBI SMALL CAPSmall Cap | itself | SBI SMALL CAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI SMALL CAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and SBI SMALL CAP: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | itself |
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.
Side by side
record, cost, returns, drawdown, size
| Measure | SBI SMALL CAP | Kotak Mid Cap | Kotak Multi Cap |
|---|---|---|---|
| Category | Small Cap | Mid Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 83% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.31% points | 1.44% points | 1.62% points |
| Portfolio turned over a year P1 | 54% | not measured | not measured |
| Run by P7 | R Srinivasan · ≥ 3 mo | not known | not known |
| 1-year return | 6.6% | 4.8% | 4.2% |
| 3 years p.a. | 12.3% | 18.1% | 17.3% |
| 5 years p.a. | 14.2% | 16.8% | — |
| Deepest fall (max drawdown) | −22.4% | −20.9% | −21.0% |
| Assets (AUM) | ₹39,942 Cr | ₹64,136 Cr | ₹25,937 Cr |
| Disclosed history | 5.8 yrs | — | — |
| Holdings · top ten weight | 73 · 37% | none disclosed | none disclosed |
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.