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.
Overlap
share of the portfolio the two funds hold in common
| HDFC Large & Mid Cap | Kotak Large & Mid Cap | |
|---|---|---|
| HDFC Large & Mid Cap | itself | 0% |
| Kotak Large & Mid Cap | 0% | itself |
Most alike: HDFC Large & Mid Cap Fund and Kotak Large & Mid Cap Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC Large & Mid Cap | Kotak Large & Mid Cap |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 85% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.51% | 1.34% |
| Portfolio turned over a year P1 | 39% | not measured |
| Run by P7 | not known | not known |
| 1-year return | 0.4% | 1.4% |
| 3 years p.a. | 13.1% | 13.6% |
| 5 years p.a. | 14.2% | 13.7% |
| Deepest fall (max drawdown) | −18.7% | −18.5% |
| Assets (AUM) | ₹30,372 Cr | ₹30,228 Cr |
| Disclosed history | 2.3 yrs | — |
| Holdings · top ten weight | 243 · 20% | — · — |
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.