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 | HDFC Multi Cap | Nippon India Multi Cap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and Kotak Mid Cap: 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 Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Mahindra Manulife Multi Cap: 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 HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mahindra Manulife Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios | itself | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mahindra Manulife Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Nippon India Multi Cap Fund share 36% 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 | HDFC Multi Cap | Nippon India Multi Cap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Mahindra Manulife Investment Management Pvt Ltd |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 83% of 109 | 73% of 22 | 50% of 109 | 99% of 77 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 1.44% points | 1.30% points | 0.84% points | 2.04% points |
| Portfolio turned over a year P1 | not measured | not measured | 79% | 66% | 151% |
| Run by P7 | not known | not known | not known | Sailesh Raj Bhan · 21 yrs | Vishal Jajoo · 10 mo |
| 1-year return | 4.2% | 4.8% | −2.2% | −1.4% | 12.5% |
| 3 years p.a. | 17.3% | 18.1% | 12.0% | 13.5% | 17.9% |
| 5 years p.a. | — | 16.8% | — | 16.4% | 16.0% |
| Deepest fall (max drawdown) | −21.0% | −20.9% | −20.2% | −18.6% | −20.2% |
| Assets (AUM) | ₹25,937 Cr | ₹64,136 Cr | ₹20,765 Cr | ₹53,760 Cr | ₹7,471 Cr |
| Disclosed history | — | — | 2.4 yrs | 14 yrs | 9.4 yrs |
| Holdings · top ten weight | none disclosed | none disclosed | 127 · 23% | 123 · 29% | 73 · 38% |
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.