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 | BANDHAN Small Cap | UTI - Flexi Cap Fund. | SBI MultiCap | Axis Multicap | HDFC Multi Cap |
|---|---|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and BANDHAN Small 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 SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | BANDHAN Small Cap and UTI - Flexi Cap Fund. share 3% of their portfolios | BANDHAN Small Cap and SBI MultiCap share 6% of their portfolios | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | BANDHAN Small Cap and HDFC Multi Cap share 11% 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 BANDHAN Small Cap share 3% of their portfolios | itself | UTI - Flexi Cap Fund. and SBI MultiCap share 20% of their portfolios | UTI - Flexi Cap Fund. and Axis Multicap share 24% of their portfolios | UTI - Flexi Cap Fund. and HDFC Multi Cap share 27% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MultiCap and BANDHAN Small Cap share 6% of their portfolios | SBI MultiCap and UTI - Flexi Cap Fund. share 20% of their portfolios | itself | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Multicap and BANDHAN Small Cap share 10% of their portfolios | Axis Multicap and UTI - Flexi Cap Fund. share 24% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | itself | Axis Multicap and HDFC Multi Cap share 34% 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 BANDHAN Small Cap share 11% of their portfolios | HDFC Multi Cap and UTI - Flexi Cap Fund. share 27% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | itself |
Closest pair: Axis Multicap Fund and HDFC Multi Cap Fund share 34% 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 | BANDHAN Small Cap | UTI - Flexi Cap Fund. | SBI MultiCap | Axis Multicap | HDFC Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Flexi Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 75% of 44 | 40% of 109 | 0% of 19 | 100% of 22 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 2.00% points | 0.68% points | 1.00% points | 1.45% points | 1.30% points |
| Portfolio turned over a year P1 | not measured | 68% | 41% | 85% | 96% | 79% |
| Run by P7 | not known | Kirthi Jain · ≥ 2.8 yrs | Ajay Tyagi · 11 yrs | Bectors Food · ≥ 3 mo | not known | not known |
| 1-year return | 4.2% | 10.4% | −2.3% | −0.6% | 9.8% | −2.2% |
| 3 years p.a. | 17.3% | 25.3% | 8.4% | 13.3% | 20.0% | 12.0% |
| 5 years p.a. | — | 20.0% | 4.9% | — | — | — |
| Deepest fall (max drawdown) | −21.0% | −22.8% | −20.1% | −15.1% | −18.1% | −20.2% |
| Assets (AUM) | ₹25,937 Cr | ₹31,103 Cr | ₹23,434 Cr | ₹24,138 Cr | ₹9,775 Cr | ₹20,765 Cr |
| Disclosed history | — | 4.3 yrs | 12 yrs | 3.7 yrs | 5.2 yrs | 2.4 yrs |
| Holdings · top ten weight | none disclosed | 265 · 30% | 62 · 44% | 72 · 30% | 114 · 23% | 127 · 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.