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 | Nippon India Large Cap | Aditya Birla Sun Life Large Cap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Nippon India Large Cap share 36% of their portfolios | HDFC Multi Cap and Aditya Birla Sun Life Large Cap share 40% 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 |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Multi Cap share 36% of their portfolios | itself | Nippon India Large Cap and Aditya Birla Sun Life Large Cap share 55% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and Axis Multicap share 28% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and HDFC Multi Cap share 40% of their portfolios | Aditya Birla Sun Life Large Cap and Nippon India Large Cap share 55% of their portfolios | itself | Aditya Birla Sun Life Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Aditya Birla Sun Life Large Cap and Axis Multicap share 35% 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 Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Aditya Birla Sun Life Large Cap: 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 Nippon India Large Cap share 28% of their portfolios | Axis Multicap and Aditya Birla Sun Life Large Cap share 35% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Nippon India Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Nippon India Large Cap | Aditya Birla Sun Life Large Cap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC 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 | 73% of 109 | 52% of 109 | 100% of 24 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.01% points | 0.87% points | 1.62% points | 1.45% points |
| Portfolio turned over a year P1 | 79% | 57% | 53% | not measured | 96% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | Harish Krishnan · ≥ 6 mo | not known | not known |
| 1-year return | −2.2% | −4.7% | −4.2% | 4.2% | 9.8% |
| 3 years p.a. | 12.0% | 11.1% | 9.5% | 17.3% | 20.0% |
| 5 years p.a. | — | 12.8% | 8.9% | — | — |
| Deepest fall (max drawdown) | −20.2% | −15.4% | −16.7% | −21.0% | −18.1% |
| Assets (AUM) | ₹20,765 Cr | ₹52,344 Cr | ₹29,521 Cr | ₹25,937 Cr | ₹9,775 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | 1.3 yrs | — | 5.2 yrs |
| Holdings · top ten weight | 127 · 23% | 69 · 45% | 77 · 43% | 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.