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.
Overlap
share of the portfolio the two funds hold in common
| Union Midcap | Kotak Mid Cap | |
|---|---|---|
| Union Midcap | itself | 0% |
| Kotak Mid Cap | 0% | itself |
Most alike: Union Midcap Fund and Kotak Mid Cap Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Union Midcap | Kotak Mid Cap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 28% of 43 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.76% | 1.44% |
| Portfolio turned over a year P1 | 112% | not measured |
| Run by P7 | Gaurav Chopra · 3.6 yrs | not known |
| 1-year return | 8.9% | 4.8% |
| 3 years p.a. | 17.5% | 18.1% |
| 5 years p.a. | 15.5% | 16.8% |
| Deepest fall (max drawdown) | −21.3% | −20.9% |
| Assets (AUM) | ₹1,872 Cr | ₹64,136 Cr |
| Disclosed history | 2.2 yrs | — |
| Holdings · top ten weight | 77 · 25% | — · — |
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.