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 | Kotak Multi Cap | SBI Large Cap | HDFC Large Cap | UTI - Flexi Cap Fund. | HDFC Multi Cap | Axis Multicap |
|---|---|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and SBI 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 UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap |
| SBI Large CapLarge Cap | SBI Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and UTI - Flexi Cap Fund. share 25% of their portfolios | SBI Large Cap and HDFC Multi Cap share 29% of their portfolios | SBI Large Cap and Axis Multicap share 24% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and SBI Large Cap share 46% of their portfolios | itself | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Large Cap and HDFC Multi Cap share 31% of their portfolios | HDFC Large Cap and Axis Multicap share 26% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | UTI - Flexi Cap Fund. and SBI Large Cap share 25% of their portfolios | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | itself | UTI - Flexi Cap Fund. and HDFC Multi Cap share 27% of their portfolios | UTI - Flexi Cap Fund. and Axis Multicap share 24% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Multi Cap and SBI Large Cap share 29% of their portfolios | HDFC Multi Cap and HDFC Large Cap share 31% of their portfolios | HDFC Multi Cap and UTI - Flexi Cap Fund. share 27% of their portfolios | itself | HDFC Multi Cap and Axis Multicap share 34% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Multicap and SBI Large Cap share 24% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and UTI - Flexi Cap Fund. share 24% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and HDFC Large Cap Fund share 46% 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 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 | Kotak Multi Cap | SBI Large Cap | HDFC Large Cap | UTI - Flexi Cap Fund. | HDFC Multi Cap | Axis Multicap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 45% of 109 | 51% of 109 | 40% of 109 | 73% of 22 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 0.93% points | 0.70% points | 0.68% points | 1.30% points | 1.45% points |
| Portfolio turned over a year P1 | not measured | 59% | 45% | 41% | 79% | 96% |
| Run by P7 | not known | Saurabh Pant · ≥ 3 mo | not known | Ajay Tyagi · 11 yrs | not known | not known |
| 1-year return | 4.2% | −1.6% | −3.2% | −2.3% | −2.2% | 9.8% |
| 3 years p.a. | 17.3% | 9.2% | 9.1% | 8.4% | 12.0% | 20.0% |
| 5 years p.a. | — | 9.0% | 10.6% | 4.9% | — | — |
| Deepest fall (max drawdown) | −21.0% | −15.4% | −16.4% | −20.1% | −20.2% | −18.1% |
| Assets (AUM) | ₹25,937 Cr | ₹55,417 Cr | ₹40,166 Cr | ₹23,434 Cr | ₹20,765 Cr | ₹9,775 Cr |
| Disclosed history | — | 5.8 yrs | 1.8 yrs | 12 yrs | 2.4 yrs | 5.2 yrs |
| Holdings · top ten weight | none disclosed | 57 · 47% | 50 · 53% | 62 · 44% | 127 · 23% | 114 · 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.