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 | SBI FLEXICAP | Parag Parikh Flexi Cap | SBI MultiCap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and SBI FLEXICAP share 15% of their portfolios | Mahindra Manulife Multi Cap and Parag Parikh Flexi Cap share 7% of their portfolios | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Mahindra Manulife Multi Cap share 15% of their portfolios | itself | SBI FLEXICAP and Parag Parikh Flexi Cap share 20% of their portfolios | SBI FLEXICAP and SBI MultiCap share 25% of their portfolios | SBI FLEXICAP and HDFC Multi Cap share 25% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Mahindra Manulife Multi Cap share 7% of their portfolios | Parag Parikh Flexi Cap and SBI FLEXICAP share 20% of their portfolios | itself | Parag Parikh Flexi Cap and SBI MultiCap share 14% of their portfolios | Parag Parikh Flexi Cap and HDFC Multi Cap share 19% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios | SBI MultiCap and SBI FLEXICAP share 25% of their portfolios | SBI MultiCap and Parag Parikh Flexi Cap share 14% of their portfolios | itself | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and SBI FLEXICAP share 25% of their portfolios | HDFC Multi Cap and Parag Parikh Flexi Cap share 19% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | itself |
Closest pair: SBI FLEXICAP FUND and HDFC Multi Cap Fund share 25% 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.
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 | SBI FLEXICAP | Parag Parikh Flexi Cap | SBI MultiCap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | SBI Funds Management Limited | PPFAS Asset Management Pvt. Ltd. | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 58% of 109 | 91% of 109 | 0% of 19 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 1.03% points | 0.84% points | 1.00% points | 1.30% points |
| Portfolio turned over a year P1 | 151% | 129% | 29% | 85% | 79% |
| Run by P7 | Vishal Jajoo · 10 mo | Anup Upadhyay · ≥ 3 mo | Rajeev Thakkar · 13 yrs | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 12.5% | −2.1% | −5.1% | −0.6% | −2.2% |
| 3 years p.a. | 17.9% | 8.6% | 12.8% | 13.3% | 12.0% |
| 5 years p.a. | 16.0% | 8.2% | 11.5% | — | — |
| Deepest fall (max drawdown) | −20.2% | −16.0% | −11.0% | −15.1% | −20.2% |
| Assets (AUM) | ₹7,471 Cr | ₹22,888 Cr | ₹1.46 lakh Cr | ₹24,138 Cr | ₹20,765 Cr |
| Disclosed history | 9.4 yrs | 5.8 yrs | 5.0 yrs | 3.7 yrs | 2.4 yrs |
| Holdings · top ten weight | 73 · 38% | 71 · 36% | 116 · 52% | 72 · 30% | 127 · 23% |
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.