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 | Motilal Oswal Midcap | Parag Parikh Flexi Cap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Quant Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Motilal Oswal Midcap and Parag Parikh Flexi Cap share 0% of their portfolios | Motilal Oswal Midcap and SBI MultiCap share 8% of their portfolios | Motilal Oswal Midcap and Quant Multi Cap share 4% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Parag Parikh Flexi Cap and Motilal Oswal Midcap share 0% of their portfolios | itself | Parag Parikh Flexi Cap and SBI MultiCap share 14% of their portfolios | Parag Parikh Flexi Cap and Quant Multi Cap share 10% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios | SBI MultiCap and Parag Parikh Flexi Cap share 14% of their portfolios | itself | SBI MultiCap and Quant Multi Cap share 13% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | Quant Multi Cap and Parag Parikh Flexi Cap share 10% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | itself |
Closest pair: Parag Parikh Flexi Cap Fund and SBI MultiCap Fund share 14% 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 | Motilal Oswal Midcap | Parag Parikh Flexi Cap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Flexi Cap | Multi Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 54% of 109 | 91% of 109 | 0% of 19 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 1.37% points | 0.84% points | 1.00% points | 0.93% points |
| Portfolio turned over a year P1 | not measured | 92% | 29% | 85% | 88% |
| Run by P7 | not known | Rakesh Shetty · 3.8 yrs | Rajeev Thakkar · 13 yrs | Bectors Food · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 4.2% | −0.5% | −5.1% | −0.6% | 4.9% |
| 3 years p.a. | 17.3% | 19.5% | 12.8% | 13.3% | 10.5% |
| 5 years p.a. | — | 21.1% | 11.5% | — | 11.7% |
| Deepest fall (max drawdown) | −21.0% | −28.9% | −11.0% | −15.1% | −25.3% |
| Assets (AUM) | ₹25,937 Cr | ₹41,706 Cr | ₹1.46 lakh Cr | ₹24,138 Cr | ₹7,717 Cr |
| Disclosed history | — | 4.0 yrs | 5.0 yrs | 3.7 yrs | 6.9 yrs |
| Holdings · top ten weight | none disclosed | 32 · 54% | 116 · 52% | 72 · 30% | 74 · 53% |
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.