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 | Kotak Mid Cap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Nippon India Large Cap share 36% of their portfolios | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | Nippon India Large Cap and Quant Multi Cap share 7% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and SBI MultiCap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Quant Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios | SBI MultiCap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | SBI MultiCap and Quant Multi Cap share 13% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Nippon India Large Cap share 7% of their portfolios | Quant Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Nippon India Large Cap Fund share 36% 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 Mid 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 | Kotak Mid Cap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 73% of 109 | 83% of 109 | 0% of 19 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.01% points | 1.44% points | 1.00% points | 0.93% points |
| Portfolio turned over a year P1 | 79% | 57% | not measured | 85% | 88% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | not known | Bectors Food · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.2% | −4.7% | 4.8% | −0.6% | 4.9% |
| 3 years p.a. | 12.0% | 11.1% | 18.1% | 13.3% | 10.5% |
| 5 years p.a. | — | 12.8% | 16.8% | — | 11.7% |
| Deepest fall (max drawdown) | −20.2% | −15.4% | −20.9% | −15.1% | −25.3% |
| Assets (AUM) | ₹20,765 Cr | ₹52,344 Cr | ₹64,136 Cr | ₹24,138 Cr | ₹7,717 Cr |
| Disclosed history | 2.4 yrs | 13 yrs | — | 3.7 yrs | 6.9 yrs |
| Holdings · top ten weight | 127 · 23% | 69 · 45% | none disclosed | 72 · 30% | 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.