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 | DSP Small Cap | Nippon India Large Cap | HDFC Multi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and DSP Small Cap share 10% of their portfolios | Axis Multicap and Nippon India Large Cap share 28% of their portfolios | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| DSP Small CapSmall Cap | DSP Small Cap and Axis Multicap share 10% of their portfolios | itself | DSP Small Cap and Nippon India Large Cap share 0% of their portfolios | DSP Small Cap and HDFC Multi Cap share 8% of their portfolios | DSP 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 DSP Small Cap share 0% of their portfolios | itself | Nippon India Large Cap and HDFC Multi Cap share 36% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and DSP Small Cap share 8% of their portfolios | HDFC Multi Cap and Nippon India Large Cap share 36% of their portfolios | itself | HDFC 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 DSP 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 Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Nippon India Large Cap Fund and HDFC Multi Cap Fund share 36% 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 | DSP Small Cap | Nippon India Large Cap | HDFC Multi Cap | Kotak Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Large Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 22% of 109 | 73% of 109 | 73% of 22 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.92% points | 1.01% points | 1.30% points | 1.62% points |
| Portfolio turned over a year P1 | 96% | 48% | 57% | 79% | not measured |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | Sailesh Raj Bhan · 19 yrs | not known | not known |
| 1-year return | 9.8% | 17.8% | −4.7% | −2.2% | 4.2% |
| 3 years p.a. | 20.0% | 18.3% | 11.1% | 12.0% | 17.3% |
| 5 years p.a. | — | 18.1% | 12.8% | — | — |
| Deepest fall (max drawdown) | −18.1% | −24.1% | −15.4% | −20.2% | −21.0% |
| Assets (AUM) | ₹9,775 Cr | ₹21,018 Cr | ₹52,344 Cr | ₹20,765 Cr | ₹25,937 Cr |
| Disclosed history | 5.2 yrs | 13 yrs | 13 yrs | 2.4 yrs | — |
| Holdings · top ten weight | 114 · 23% | 86 · 39% | 69 · 45% | 127 · 23% | 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.