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 Multi 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 | Mahindra Manulife Multi Cap | Nippon India Multi Cap | Motilal Oswal Midcap | ICICI Prudential Multi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | Mahindra Manulife Multi Cap and Motilal Oswal Midcap share 9% of their portfolios | Mahindra Manulife Multi Cap and ICICI Prudential Multi Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios | itself | Nippon India Multi Cap and Motilal Oswal Midcap share 7% of their portfolios | Nippon India Multi Cap and ICICI Prudential Multi Cap share 15% of their portfolios | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Mahindra Manulife Multi Cap share 9% of their portfolios | Motilal Oswal Midcap and Nippon India Multi Cap share 7% of their portfolios | itself | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | ICICI Prudential Multi Cap and Nippon India Multi Cap share 15% of their portfolios | ICICI Prudential Multi Cap and Motilal Oswal Midcap share 14% of their portfolios | itself | ICICI Prudential Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Mahindra Manulife Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Mahindra Manulife Multi Cap Fund and Nippon India Multi Cap Fund share 17% 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 Multi 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 | Mahindra Manulife Multi Cap | Nippon India Multi Cap | Motilal Oswal Midcap | ICICI Prudential Multi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 50% of 109 | 54% of 109 | 49% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 0.84% points | 1.37% points | 1.03% points | 1.62% points |
| Portfolio turned over a year P1 | 151% | 66% | 92% | 108% | not measured |
| Run by P7 | Vishal Jajoo · 10 mo | Sailesh Raj Bhan · 21 yrs | Rakesh Shetty · 3.8 yrs | Lalit Kumar · 1.1 yrs | not known |
| 1-year return | 12.5% | −1.4% | −0.5% | 6.8% | 4.2% |
| 3 years p.a. | 17.9% | 13.5% | 19.5% | 15.9% | 17.3% |
| 5 years p.a. | 16.0% | 16.4% | 21.1% | 15.0% | — |
| Deepest fall (max drawdown) | −20.2% | −18.6% | −28.9% | −17.3% | −21.0% |
| Assets (AUM) | ₹7,471 Cr | ₹53,760 Cr | ₹41,706 Cr | ₹19,305 Cr | ₹25,937 Cr |
| Disclosed history | 9.4 yrs | 14 yrs | 4.0 yrs | 11 yrs | — |
| Holdings · top ten weight | 73 · 38% | 123 · 29% | 32 · 54% | 167 · 24% | 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.