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 | Axis Multicap | Nippon India Value | Axis Large Cap | SBI Large Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Nippon India Value share 26% of their portfolios | Axis Multicap and Axis Large Cap share 36% of their portfolios | Axis Multicap and SBI Large Cap share 24% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India ValueValue | Nippon India Value and Axis Multicap share 26% of their portfolios | itself | Nippon India Value and Axis Large Cap share 34% of their portfolios | Nippon India Value and SBI Large Cap share 33% of their portfolios | Nippon India Value and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Multicap share 36% of their portfolios | Axis Large Cap and Nippon India Value share 34% of their portfolios | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| SBI Large CapLarge Cap | SBI Large Cap and Axis Multicap share 24% of their portfolios | SBI Large Cap and Nippon India Value share 33% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself | SBI Large 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 Nippon India Value: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI Large Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Axis Large Cap Fund and SBI Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Nippon India Value | Axis Large Cap | SBI Large Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Value | Large Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 93% of 109 | 47% of 109 | 45% of 109 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.82% points | 1.21% points | 0.93% points | 1.62% points |
| Portfolio turned over a year P1 | 96% | 82% | 73% | 59% | not measured |
| Run by P7 | not known | Meenakshi Dawar · 8.3 yrs | not known | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 9.8% | −2.8% | −3.2% | −1.6% | 4.2% |
| 3 years p.a. | 20.0% | 14.0% | 9.2% | 9.2% | 17.3% |
| 5 years p.a. | — | 13.4% | 5.8% | 9.0% | — |
| Deepest fall (max drawdown) | −18.1% | −17.6% | −15.5% | −15.4% | −21.0% |
| Assets (AUM) | ₹9,775 Cr | ₹8,875 Cr | ₹30,395 Cr | ₹55,417 Cr | ₹25,937 Cr |
| Disclosed history | 5.2 yrs | 12 yrs | 5.9 yrs | 5.8 yrs | — |
| Holdings · top ten weight | 114 · 23% | 94 · 36% | 49 · 48% | 57 · 47% | 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.