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.
6 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 | Axis Large Cap | HDFC Large Cap | Axis Multicap | SBI MultiCap | Kotak Multi Cap |
|---|---|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Axis Large Cap share 18% of their portfolios | Mahindra Manulife Multi Cap and HDFC Large Cap share 16% of their portfolios | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | Mahindra Manulife Multi 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 | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Axis Multicap share 36% of their portfolios | Axis Large Cap and SBI MultiCap share 19% of their portfolios | Axis Large 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 | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | itself | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | itself | SBI MultiCap 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 Axis Large 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 Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Axis Large Cap Fund and HDFC 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 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 | Axis Large Cap | HDFC Large Cap | Axis Multicap | SBI MultiCap | Kotak Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 47% of 109 | 51% of 109 | 100% of 22 | 0% of 19 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 1.21% points | 0.70% points | 1.45% points | 1.00% points | 1.62% points |
| Portfolio turned over a year P1 | 151% | 73% | 45% | 96% | 85% | not measured |
| Run by P7 | Vishal Jajoo · 10 mo | not known | not known | not known | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 12.5% | −3.2% | −3.2% | 9.8% | −0.6% | 4.2% |
| 3 years p.a. | 17.9% | 9.2% | 9.1% | 20.0% | 13.3% | 17.3% |
| 5 years p.a. | 16.0% | 5.8% | 10.6% | — | — | — |
| Deepest fall (max drawdown) | −20.2% | −15.5% | −16.4% | −18.1% | −15.1% | −21.0% |
| Assets (AUM) | ₹7,471 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹9,775 Cr | ₹24,138 Cr | ₹25,937 Cr |
| Disclosed history | 9.4 yrs | 5.9 yrs | 1.8 yrs | 5.2 yrs | 3.7 yrs | — |
| Holdings · top ten weight | 73 · 38% | 49 · 48% | 50 · 53% | 114 · 23% | 72 · 30% | 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.