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 | Axis Multicap | Quant Small Cap | Nippon India Large Cap | HDFC Large Cap | SBI MultiCap | Kotak Multi Cap |
|---|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Quant Small Cap share 10% of their portfolios | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Quant Small CapSmall Cap | Quant Small Cap and Axis Multicap share 10% of their portfolios | itself | Quant Small Cap and Nippon India Large Cap share 3% of their portfolios | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | Quant Small Cap and SBI MultiCap share 10% of their portfolios | Quant Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Multicap share 28% of their portfolios | Nippon India Large Cap and Quant Small Cap share 3% of their portfolios | itself | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and SBI MultiCap share 21% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Multicap share 26% of their portfolios | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | itself | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and Quant Small Cap share 10% of their portfolios | SBI MultiCap and Nippon India Large Cap share 21% of their portfolios | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | itself | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Quant Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large 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 SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Nippon India Large Cap Fund and HDFC Large Cap Fund share 42% 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 | Axis Multicap | Quant Small Cap | Nippon India Large Cap | HDFC Large Cap | SBI MultiCap | Kotak Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Large Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | quant Money Managers Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 69% of 109 | 73% of 109 | 51% of 109 | 0% of 19 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.84% points | 1.01% points | 0.70% points | 1.00% points | 1.62% points |
| Portfolio turned over a year P1 | 96% | 75% | 57% | 45% | 85% | not measured |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Sailesh Raj Bhan · 19 yrs | not known | Bectors Food · ≥ 3 mo | not known |
| 1-year return | 9.8% | 12.7% | −4.7% | −3.2% | −0.6% | 4.2% |
| 3 years p.a. | 20.0% | 18.5% | 11.1% | 9.1% | 13.3% | 17.3% |
| 5 years p.a. | — | 19.2% | 12.8% | 10.6% | — | — |
| Deepest fall (max drawdown) | −18.1% | −24.4% | −15.4% | −16.4% | −15.1% | −21.0% |
| Assets (AUM) | ₹9,775 Cr | ₹34,069 Cr | ₹52,344 Cr | ₹40,166 Cr | ₹24,138 Cr | ₹25,937 Cr |
| Disclosed history | 5.2 yrs | 7.5 yrs | 13 yrs | 1.8 yrs | 3.7 yrs | — |
| Holdings · top ten weight | 114 · 23% | 120 · 43% | 69 · 45% | 50 · 53% | 72 · 30% | none disclosed |
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.