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 | Axis Midcap | Nippon India Small Cap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Axis Midcap share 22% of their portfolios | HDFC Multi Cap and Nippon India Small Cap share 19% 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 |
| Axis MidcapMid Cap | Axis Midcap and HDFC Multi Cap share 22% of their portfolios | itself | Axis Midcap and Nippon India Small Cap share 13% of their portfolios | Axis Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Midcap and Axis Multicap share 41% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and HDFC Multi Cap share 19% of their portfolios | Nippon India Small Cap and Axis Midcap share 13% of their portfolios | itself | Nippon India Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Small Cap and Axis Multicap share 26% 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 Axis Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Small 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 Axis Midcap share 41% of their portfolios | Axis Multicap and Nippon India Small Cap share 26% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Axis Midcap Fund and Axis Multicap Fund share 41% 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 | Axis Midcap | Nippon India Small Cap | Kotak Multi Cap | Axis Multicap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Small Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset 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 | 44% of 109 | 90% of 109 | 100% of 24 | 100% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.36% points | 1.10% points | 1.62% points | 1.45% points |
| Portfolio turned over a year P1 | 79% | 80% | 68% | not measured | 96% |
| Run by P7 | not known | not known | Samir Rachh · 9.6 yrs | not known | not known |
| 1-year return | −2.2% | 6.9% | 8.9% | 4.2% | 9.8% |
| 3 years p.a. | 12.0% | 17.1% | 16.1% | 17.3% | 20.0% |
| 5 years p.a. | — | 13.5% | 19.0% | — | — |
| Deepest fall (max drawdown) | −20.2% | −19.5% | −24.2% | −21.0% | −18.1% |
| Assets (AUM) | ₹20,765 Cr | ₹32,454 Cr | ₹76,236 Cr | ₹25,937 Cr | ₹9,775 Cr |
| Disclosed history | 2.4 yrs | 5.9 yrs | 14 yrs | — | 5.2 yrs |
| Holdings · top ten weight | 127 · 23% | 91 · 30% | 257 · 16% | 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.