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 | HDFC Multi Cap | Aditya Birla Sun Life Flexi Cap | SBI MultiCap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Aditya Birla Sun Life Flexi Cap share 35% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and HDFC Multi Cap share 35% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and SBI MultiCap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Aditya Birla Sun Life Flexi Cap and Axis Multicap share 33% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | itself | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Multi Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 35% 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 | HDFC Multi Cap | Aditya Birla Sun Life Flexi Cap | SBI MultiCap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 58% of 109 | 0% of 19 | 100% of 24 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.02% points | 1.00% points | 1.62% points | 1.45% points |
| Portfolio turned over a year P1 | 79% | 50% | 85% | not measured | 96% |
| Run by P7 | not known | Dhaval Joshi · ≥ 6 mo | Bectors Food · ≥ 3 mo | not known | not known |
| 1-year return | −2.2% | 7.3% | −0.6% | 4.2% | 9.8% |
| 3 years p.a. | 12.0% | 15.0% | 13.3% | 17.3% | 20.0% |
| 5 years p.a. | — | 11.6% | — | — | — |
| Deepest fall (max drawdown) | −20.2% | −17.0% | −15.1% | −21.0% | −18.1% |
| Assets (AUM) | ₹20,765 Cr | ₹27,401 Cr | ₹24,138 Cr | ₹25,937 Cr | ₹9,775 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | 3.7 yrs | — | 5.2 yrs |
| Holdings · top ten weight | 127 · 23% | 89 · 28% | 72 · 30% | none disclosed | 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.