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.
6 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 Flexi Cap | HDFC Large Cap | Axis Large Cap | Kotak Multi Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Multi Cap and HDFC Large Cap share 31% of their portfolios | HDFC Multi Cap and Axis Large Cap share 32% of their portfolios | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Large Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Flexi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Multi Cap share 31% of their portfolios | HDFC Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Multi Cap share 32% of their portfolios | Axis Large Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Large Cap and Nippon India Multi Cap share 34% 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 Kotak Flexi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios | Nippon India Multi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Axis Large Cap share 34% of their portfolios | Nippon India Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, 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 Flexi Cap | HDFC Large Cap | Axis Large Cap | Kotak Multi Cap | Nippon India Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 45% of 109 | 51% of 109 | 47% of 109 | 100% of 24 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.09% points | 0.70% points | 1.21% points | 1.62% points | 0.84% points |
| Portfolio turned over a year P1 | 79% | not measured | 45% | 73% | not measured | 66% |
| Run by P7 | not known | not known | not known | not known | not known | Sailesh Raj Bhan · 21 yrs |
| 1-year return | −2.2% | −1.6% | −3.2% | −3.2% | 4.2% | −1.4% |
| 3 years p.a. | 12.0% | 11.5% | 9.1% | 9.2% | 17.3% | 13.5% |
| 5 years p.a. | — | 10.6% | 10.6% | 5.8% | — | 16.4% |
| Deepest fall (max drawdown) | −20.2% | −16.3% | −16.4% | −15.5% | −21.0% | −18.6% |
| Assets (AUM) | ₹20,765 Cr | ₹54,857 Cr | ₹40,166 Cr | ₹30,395 Cr | ₹25,937 Cr | ₹53,760 Cr |
| Disclosed history | 2.4 yrs | — | 1.8 yrs | 5.9 yrs | — | 14 yrs |
| Holdings · top ten weight | 127 · 23% | none disclosed | 50 · 53% | 49 · 48% | none disclosed | 123 · 29% |
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.