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 | Kotak Multi Cap | HDFC Mid Cap | DSP Midcap | Nippon India Multi Cap |
|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and DSP Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | HDFC Mid Cap and DSP Midcap share 33% of their portfolios | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | DSP Midcap and HDFC Mid Cap share 33% of their portfolios | itself | DSP Midcap and Nippon India Multi Cap share 17% 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 HDFC Mid Cap share 13% of their portfolios | Nippon India Multi Cap and DSP Midcap share 17% of their portfolios | itself |
Closest pair: HDFC Mid Cap Fund and DSP Midcap Fund share 33% 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 | Kotak Multi Cap | HDFC Mid Cap | DSP Midcap | Nippon India Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 66% of 109 | 43% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 0.92% points | 1.02% points | 0.84% points |
| Portfolio turned over a year P1 | not measured | 38% | 56% | 66% |
| Run by P7 | not known | not known | Vinit Sambre · ≥ 1.2 yrs | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 4.2% | 6.6% | 3.6% | −1.4% |
| 3 years p.a. | 17.3% | 17.6% | 14.6% | 13.5% |
| 5 years p.a. | — | 18.9% | 11.8% | 16.4% |
| Deepest fall (max drawdown) | −21.0% | −16.8% | −21.2% | −18.6% |
| Assets (AUM) | ₹25,937 Cr | ₹1.07 lakh Cr | ₹20,871 Cr | ₹53,760 Cr |
| Disclosed history | — | 10 mo | 13 yrs | 14 yrs |
| Holdings · top ten weight | none disclosed | 81 · 37% | 66 · 30% | 123 · 29% |
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.