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 | BANDHAN Small Cap | SBI MIDCAP | HDFC Multi Cap | Quant 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 SBI MIDCAP: 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 Quant 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 SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and HDFC Multi Cap share 11% of their portfolios | BANDHAN Small Cap and Quant Multi Cap share 4% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | itself | SBI MIDCAP and HDFC Multi Cap share 6% of their portfolios | SBI MIDCAP and Quant Multi Cap share 8% 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 SBI MIDCAP share 6% of their portfolios | itself | HDFC Multi Cap and Quant Multi Cap share 7% 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 BANDHAN Small Cap share 4% of their portfolios | Quant Multi Cap and SBI MIDCAP share 8% of their portfolios | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | itself |
Closest pair: BANDHAN Small Cap Fund and HDFC Multi Cap Fund share 11% 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 | SBI MIDCAP | HDFC Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 75% of 44 | 38% of 109 | 73% of 22 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 2.00% points | 1.09% points | 1.30% points | 0.93% points |
| Portfolio turned over a year P1 | not measured | 68% | 80% | 79% | 88% |
| Run by P7 | not known | Kirthi Jain · ≥ 2.8 yrs | Bhavin Vithlani · ≥ 3 mo | not known | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | 4.2% | 10.4% | 3.8% | −2.2% | 4.9% |
| 3 years p.a. | 17.3% | 25.3% | 11.0% | 12.0% | 10.5% |
| 5 years p.a. | — | 20.0% | 13.5% | — | 11.7% |
| Deepest fall (max drawdown) | −21.0% | −22.8% | −17.9% | −20.2% | −25.3% |
| Assets (AUM) | ₹25,937 Cr | ₹31,103 Cr | ₹24,349 Cr | ₹20,765 Cr | ₹7,717 Cr |
| Disclosed history | — | 4.3 yrs | 5.8 yrs | 2.4 yrs | 6.9 yrs |
| Holdings · top ten weight | none disclosed | 265 · 30% | 64 · 28% | 127 · 23% | 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.