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 | Parag Parikh Flexi Cap | Motilal Oswal Midcap | Axis Multicap | SBI MultiCap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Parag Parikh Flexi Cap share 19% of their portfolios | HDFC Multi Cap and Motilal Oswal Midcap share 12% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Multi Cap share 19% of their portfolios | itself | Parag Parikh Flexi Cap and Motilal Oswal Midcap share 0% of their portfolios | Parag Parikh Flexi Cap and Axis Multicap share 13% of their portfolios | Parag Parikh Flexi Cap and SBI MultiCap share 14% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Multi Cap share 12% of their portfolios | Motilal Oswal Midcap and Parag Parikh Flexi Cap share 0% of their portfolios | itself | Motilal Oswal Midcap and Axis Multicap share 17% of their portfolios | Motilal Oswal Midcap and SBI MultiCap share 8% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Parag Parikh Flexi Cap share 13% of their portfolios | Axis Multicap and Motilal Oswal Midcap share 17% of their portfolios | itself | Axis Multicap and SBI MultiCap share 24% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and Parag Parikh Flexi Cap share 14% of their portfolios | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Axis Multicap Fund share 34% 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.
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 | Parag Parikh Flexi Cap | Motilal Oswal Midcap | Axis Multicap | SBI MultiCap |
|---|---|---|---|---|---|
| Category | Multi Cap | Flexi Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 91% of 109 | 54% of 109 | 100% of 22 | 0% of 19 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 0.84% points | 1.37% points | 1.45% points | 1.00% points |
| Portfolio turned over a year P1 | 79% | 29% | 92% | 96% | 85% |
| Run by P7 | not known | Rajeev Thakkar · 13 yrs | Rakesh Shetty · 3.8 yrs | not known | Bectors Food · ≥ 3 mo |
| 1-year return | −2.2% | −5.1% | −0.5% | 9.8% | −0.6% |
| 3 years p.a. | 12.0% | 12.8% | 19.5% | 20.0% | 13.3% |
| 5 years p.a. | — | 11.5% | 21.1% | — | — |
| Deepest fall (max drawdown) | −20.2% | −11.0% | −28.9% | −18.1% | −15.1% |
| Assets (AUM) | ₹20,765 Cr | ₹1.46 lakh Cr | ₹41,706 Cr | ₹9,775 Cr | ₹24,138 Cr |
| Disclosed history | 2.4 yrs | 5.0 yrs | 4.0 yrs | 5.2 yrs | 3.7 yrs |
| Holdings · top ten weight | 127 · 23% | 116 · 52% | 32 · 54% | 114 · 23% | 72 · 30% |
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.