Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | Axis Multicap | HDFC Large Cap | Nippon India Growth Mid Cap | Nippon India Multi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and Nippon India Growth Mid Cap share 26% of their portfolios | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | Axis Multicap 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 | itself | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and Nippon India Multi Cap share 29% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Axis Multicap share 26% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | itself | Nippon India Growth Mid Cap and Nippon India Multi Cap share 31% of their portfolios | Nippon India Growth Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios | Nippon India Multi Cap and HDFC Large Cap share 29% of their portfolios | Nippon India Multi Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself | Nippon India Multi Cap 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 HDFC Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Axis Multicap Fund and Nippon India Multi Cap Fund share 32% 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 our data, 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 | HDFC Large Cap | Nippon India Growth Mid Cap | Nippon India Multi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 51% of 109 | 87% of 109 | 50% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.70% points | 0.86% points | 0.84% points | 1.62% points |
| Portfolio turned over a year P1 | 96% | 45% | 52% | 66% | not measured |
| Run by P7 | not known | not known | Rupesh Patel · 3.6 yrs | Sailesh Raj Bhan · 21 yrs | not known |
| 1-year return | 9.8% | −3.2% | 7.0% | −1.4% | 4.2% |
| 3 years p.a. | 20.0% | 9.1% | 18.6% | 13.5% | 17.3% |
| 5 years p.a. | — | 10.6% | 18.0% | 16.4% | — |
| Deepest fall (max drawdown) | −18.1% | −16.4% | −19.9% | −18.6% | −21.0% |
| Assets (AUM) | ₹9,775 Cr | ₹40,166 Cr | ₹48,143 Cr | ₹53,760 Cr | ₹25,937 Cr |
| Disclosed history | 5.2 yrs | 1.8 yrs | 14 yrs | 14 yrs | — |
| Holdings · top ten weight | 114 · 23% | 50 · 53% | 105 · 25% | 123 · 29% | none disclosed |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.