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 | Kotak Mid Cap | DSP Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Multicap and DSP Midcap share 24% of their portfolios | Axis Multicap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 24% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Axis Multicap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| DSP MidcapMid Cap | DSP Midcap and Axis Multicap share 24% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and HDFC Multi Cap share 24% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Multicap share 24% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Multi Cap share 35% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Multi Cap and DSP Midcap share 24% of their portfolios | HDFC Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Multi Cap 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 Mid 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 | Kotak Mid Cap | DSP Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Large Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | DSP Asset Managers Private Limited | ICICI Prudential Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 83% of 109 | 43% of 109 | 90% of 109 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.44% points | 1.02% points | 0.81% points | 1.30% points |
| Portfolio turned over a year P1 | 96% | not measured | 56% | 45% | 79% |
| Run by P7 | not known | not known | Vinit Sambre · ≥ 1.2 yrs | Vaibhav Dusad · 5.7 yrs | not known |
| 1-year return | 9.8% | 4.8% | 3.6% | −5.3% | −2.2% |
| 3 years p.a. | 20.0% | 18.1% | 14.6% | 10.6% | 12.0% |
| 5 years p.a. | — | 16.8% | 11.8% | 10.9% | — |
| Deepest fall (max drawdown) | −18.1% | −20.9% | −21.2% | −15.4% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹64,136 Cr | ₹20,871 Cr | ₹80,822 Cr | ₹20,765 Cr |
| Disclosed history | 5.2 yrs | — | 13 yrs | 13 yrs | 2.4 yrs |
| Holdings · top ten weight | 114 · 23% | none disclosed | 66 · 30% | 93 · 47% | 127 · 23% |
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.