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 | Kotak Multi Cap | Kotak Mid Cap | SBI MIDCAP | SBI Large Cap | Axis Multicap |
|---|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Multicap: no portfolio disclosed for Kotak Mid Cap |
| SBI MIDCAPMid Cap | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Axis Multicap share 12% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | itself | SBI Large Cap and Axis Multicap share 24% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Multicap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Multicap and SBI MIDCAP share 12% of their portfolios | Axis Multicap and SBI Large Cap share 24% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Axis Multicap Fund share 24% 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.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 | Kotak Mid Cap | SBI MIDCAP | SBI Large Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Large Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 83% of 109 | 38% of 109 | 45% of 109 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 1.44% points | 1.09% points | 0.93% points | 1.45% points |
| Portfolio turned over a year P1 | not measured | not measured | 80% | 59% | 96% |
| Run by P7 | not known | not known | Bhavin Vithlani · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 4.2% | 4.8% | 3.8% | −1.6% | 9.8% |
| 3 years p.a. | 17.3% | 18.1% | 11.0% | 9.2% | 20.0% |
| 5 years p.a. | — | 16.8% | 13.5% | 9.0% | — |
| Deepest fall (max drawdown) | −21.0% | −20.9% | −17.9% | −15.4% | −18.1% |
| Assets (AUM) | ₹25,937 Cr | ₹64,136 Cr | ₹24,349 Cr | ₹55,417 Cr | ₹9,775 Cr |
| Disclosed history | — | — | 5.8 yrs | 5.8 yrs | 5.2 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 64 · 28% | 57 · 47% | 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.