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.
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 | HDFC Large Cap | Axis Large Cap | Nippon India Large Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and HDFC Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Mahindra Manulife Multi Cap share 16% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Mahindra Manulife Multi Cap share 18% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | itself | Nippon India Large 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 HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | HDFC Large Cap | Axis Large Cap | Nippon India Large Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Large Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 51% of 109 | 47% of 109 | 73% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 0.70% points | 1.21% points | 1.01% points | 1.62% points |
| Portfolio turned over a year P1 | 151% | 45% | 73% | 57% | not measured |
| Run by P7 | Vishal Jajoo · 10 mo | not known | not known | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | 12.5% | −3.2% | −3.2% | −4.7% | 4.2% |
| 3 years p.a. | 17.9% | 9.1% | 9.2% | 11.1% | 17.3% |
| 5 years p.a. | 16.0% | 10.6% | 5.8% | 12.8% | — |
| Deepest fall (max drawdown) | −20.2% | −16.4% | −15.5% | −15.4% | −21.0% |
| Assets (AUM) | ₹7,471 Cr | ₹40,166 Cr | ₹30,395 Cr | ₹52,344 Cr | ₹25,937 Cr |
| Disclosed history | 9.4 yrs | 1.8 yrs | 5.9 yrs | 13 yrs | — |
| Holdings · top ten weight | 73 · 38% | 50 · 53% | 49 · 48% | 69 · 45% | 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.