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.
4 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 | Parag Parikh Flexi Cap | Aditya Birla Sun Life Flexi Cap | Kotak Multi Cap |
|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Parag Parikh Flexi Cap share 7% of their portfolios | Mahindra Manulife Multi Cap and Aditya Birla Sun Life Flexi Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Mahindra Manulife Multi Cap share 7% of their portfolios | itself | Parag Parikh Flexi Cap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | Parag Parikh Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | Aditya Birla Sun Life Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | itself | Aditya Birla Sun Life Flexi 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 Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Parag Parikh Flexi Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 23% 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 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 | Parag Parikh Flexi Cap | Aditya Birla Sun Life Flexi Cap | Kotak Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Flexi Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | PPFAS Asset Management Pvt. Ltd. | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 91% of 109 | 58% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 0.84% points | 1.02% points | 1.62% points |
| Portfolio turned over a year P1 | 151% | 29% | 50% | not measured |
| Run by P7 | Vishal Jajoo · 10 mo | Rajeev Thakkar · 13 yrs | Dhaval Joshi · ≥ 6 mo | not known |
| 1-year return | 12.5% | −5.1% | 7.3% | 4.2% |
| 3 years p.a. | 17.9% | 12.8% | 15.0% | 17.3% |
| 5 years p.a. | 16.0% | 11.5% | 11.6% | — |
| Deepest fall (max drawdown) | −20.2% | −11.0% | −17.0% | −21.0% |
| Assets (AUM) | ₹7,471 Cr | ₹1.46 lakh Cr | ₹27,401 Cr | ₹25,937 Cr |
| Disclosed history | 9.4 yrs | 5.0 yrs | 13 yrs | — |
| Holdings · top ten weight | 73 · 38% | 116 · 52% | 89 · 28% | 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.