Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | Kotak Mid Cap | Quant Small Cap | Kotak Multi Cap |
|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Multi Cap and Quant Small Cap share 5% of their portfolios | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Quant Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Multi Cap share 5% of their portfolios | Quant Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Quant Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Quant Small Cap: no portfolio disclosed for Kotak Multi Cap | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Multi Cap Fund and Quant Small Cap Fund, share 5%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in our data, not a finding about the funds.
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 | Kotak Mid Cap | Quant Small Cap | Kotak Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Small Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 83% of 109 | 69% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.44% points | 0.84% points | 1.62% points |
| Portfolio turned over a year P1 | 79% | not measured | 75% | not measured |
| Run by P7 | not known | not known | Ankit Pande · ≥ 2.5 yrs | not known |
| 1-year return | −2.2% | 4.8% | 12.7% | 4.2% |
| 3 years p.a. | 12.0% | 18.1% | 18.5% | 17.3% |
| 5 years p.a. | — | 16.8% | 19.2% | — |
| Deepest fall (max drawdown) | −20.2% | −20.9% | −24.4% | −21.0% |
| Assets (AUM) | ₹20,765 Cr | ₹64,136 Cr | ₹34,069 Cr | ₹25,937 Cr |
| Disclosed history | 2.4 yrs | — | 7.5 yrs | — |
| Holdings · top ten weight | 127 · 23% | none disclosed | 120 · 43% | none disclosed |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.