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 | Motilal Oswal Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| HDFC Multi CapMulti Cap | itself | HDFC Multi Cap and Motilal Oswal Midcap share 12% of their portfolios | HDFC Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | HDFC Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Multi Cap share 12% of their portfolios | itself | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Motilal Oswal Midcap and Quant Multi Cap share 4% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Multi Cap share 35% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Quant Multi Cap share 8% 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 Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Quant Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | Quant Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Quant Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: HDFC Multi Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% 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 | Motilal Oswal Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Multi Cap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 73% of 22 | 54% of 109 | 90% of 109 | 100% of 24 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.30% points | 1.37% points | 0.81% points | 1.62% points | 0.93% points |
| Portfolio turned over a year P1 | 79% | 92% | 45% | not measured | 88% |
| Run by P7 | not known | Rakesh Shetty · 3.8 yrs | Vaibhav Dusad · 5.7 yrs | not known | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −2.2% | −0.5% | −5.3% | 4.2% | 4.9% |
| 3 years p.a. | 12.0% | 19.5% | 10.6% | 17.3% | 10.5% |
| 5 years p.a. | — | 21.1% | 10.9% | — | 11.7% |
| Deepest fall (max drawdown) | −20.2% | −28.9% | −15.4% | −21.0% | −25.3% |
| Assets (AUM) | ₹20,765 Cr | ₹41,706 Cr | ₹80,822 Cr | ₹25,937 Cr | ₹7,717 Cr |
| Disclosed history | 2.4 yrs | 4.0 yrs | 13 yrs | — | 6.9 yrs |
| Holdings · top ten weight | 127 · 23% | 32 · 54% | 93 · 47% | none disclosed | 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.