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 | HDFC Large Cap | BANDHAN Small Cap | Nippon India Small Cap | Kotak Multi Cap | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and HDFC Large Cap share 26% of their portfolios | Axis Multicap and BANDHAN Small Cap share 10% 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 | Axis Multicap and ICICI Prudential Multi Cap share 23% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Multicap share 26% of their portfolios | itself | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Nippon India Small Cap share 7% of their portfolios | HDFC Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Large Cap and ICICI Prudential Multi Cap share 9% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Axis Multicap share 10% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | itself | BANDHAN Small Cap and Nippon India Small Cap share 16% of their portfolios | BANDHAN Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | BANDHAN Small Cap and ICICI Prudential Multi Cap share 9% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Axis Multicap share 26% of their portfolios | Nippon India Small Cap and HDFC Large Cap share 7% of their portfolios | Nippon India Small Cap and BANDHAN Small Cap share 16% of their portfolios | itself | Nippon India Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Small Cap and ICICI Prudential Multi Cap share 16% of their portfolios |
| 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 BANDHAN Small Cap: 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 ICICI Prudential Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Axis Multicap share 23% of their portfolios | ICICI Prudential Multi Cap and HDFC Large Cap share 9% of their portfolios | ICICI Prudential Multi Cap and BANDHAN Small Cap share 9% of their portfolios | ICICI Prudential Multi Cap and Nippon India Small Cap share 16% of their portfolios | ICICI Prudential Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Axis Multicap Fund and HDFC Large Cap Fund share 26% 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 | HDFC Large Cap | BANDHAN Small Cap | Nippon India Small Cap | Kotak Multi Cap | ICICI Prudential Multi Cap |
|---|---|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Small Cap | Small Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Bandhan AMC Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 51% of 109 | 75% of 44 | 90% of 109 | 100% of 24 | 49% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.70% points | 2.00% points | 1.10% points | 1.62% points | 1.03% points |
| Portfolio turned over a year P1 | 96% | 45% | 68% | 68% | not measured | 108% |
| Run by P7 | not known | not known | Kirthi Jain · ≥ 2.8 yrs | Samir Rachh · 9.6 yrs | not known | Lalit Kumar · 1.1 yrs |
| 1-year return | 9.8% | −3.2% | 10.4% | 8.9% | 4.2% | 6.8% |
| 3 years p.a. | 20.0% | 9.1% | 25.3% | 16.1% | 17.3% | 15.9% |
| 5 years p.a. | — | 10.6% | 20.0% | 19.0% | — | 15.0% |
| Deepest fall (max drawdown) | −18.1% | −16.4% | −22.8% | −24.2% | −21.0% | −17.3% |
| Assets (AUM) | ₹9,775 Cr | ₹40,166 Cr | ₹31,103 Cr | ₹76,236 Cr | ₹25,937 Cr | ₹19,305 Cr |
| Disclosed history | 5.2 yrs | 1.8 yrs | 4.3 yrs | 14 yrs | — | 11 yrs |
| Holdings · top ten weight | 114 · 23% | 50 · 53% | 265 · 30% | 257 · 16% | none disclosed | 167 · 24% |
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.