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 | HDFC Multi Cap | Mahindra Manulife Multi Cap | SBI Large Cap | Axis Multicap |
|---|---|---|---|---|---|
| Kotak Multi CapMulti Cap | itself | Kotak Multi Cap and HDFC 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 Multi Cap and SBI Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and SBI Large Cap share 29% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% 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 HDFC Multi Cap share 21% of their portfolios | itself | Mahindra Manulife Multi Cap and SBI Large Cap share 20% of their portfolios | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI Large Cap and HDFC Multi Cap share 29% of their portfolios | SBI Large Cap and Mahindra Manulife Multi Cap share 20% of their portfolios | itself | SBI Large Cap and Axis Multicap share 24% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios | Axis Multicap and SBI Large Cap share 24% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Axis Multicap 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 | HDFC Multi Cap | Mahindra Manulife Multi Cap | SBI Large Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Multi Cap | Large Cap | Multi Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Mahindra Manulife Investment Management Pvt Ltd | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 100% of 24 | 73% of 22 | 99% of 77 | 45% of 109 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.62% points | 1.30% points | 2.04% points | 0.93% points | 1.45% points |
| Portfolio turned over a year P1 | not measured | 79% | 151% | 59% | 96% |
| Run by P7 | not known | not known | Vishal Jajoo · 10 mo | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 4.2% | −2.2% | 12.5% | −1.6% | 9.8% |
| 3 years p.a. | 17.3% | 12.0% | 17.9% | 9.2% | 20.0% |
| 5 years p.a. | — | — | 16.0% | 9.0% | — |
| Deepest fall (max drawdown) | −21.0% | −20.2% | −20.2% | −15.4% | −18.1% |
| Assets (AUM) | ₹25,937 Cr | ₹20,765 Cr | ₹7,471 Cr | ₹55,417 Cr | ₹9,775 Cr |
| Disclosed history | — | 2.4 yrs | 9.4 yrs | 5.8 yrs | 5.2 yrs |
| Holdings · top ten weight | none disclosed | 127 · 23% | 73 · 38% | 57 · 47% | 114 · 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.