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 | HDFC Small Cap | Kotak Multi Cap | SBI MultiCap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and HDFC Small Cap share 7% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and Axis Multicap share 7% of their portfolios | itself | HDFC Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Small Cap and SBI MultiCap share 7% of their portfolios | HDFC Small Cap and Mahindra Manulife Multi Cap share 1% 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 Small Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and SBI MultiCap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Mahindra Manulife Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| SBI MultiCapMulti Cap | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and HDFC Small Cap share 7% of their portfolios | SBI MultiCap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | Mahindra Manulife Multi Cap and HDFC Small Cap share 1% of their portfolios | Mahindra Manulife Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | itself |
Closest pair: Axis Multicap Fund and Mahindra Manulife Multi Cap Fund share 25% 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 Small Cap | Kotak Multi Cap | SBI MultiCap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Small Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | Mahindra Manulife Investment Management Pvt Ltd |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 63% of 109 | 100% of 24 | 0% of 19 | 99% of 77 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 1.25% points | 1.62% points | 1.00% points | 2.04% points |
| Portfolio turned over a year P1 | 96% | 46% | not measured | 85% | 151% |
| Run by P7 | not known | not known | not known | Bectors Food · ≥ 3 mo | Vishal Jajoo · 10 mo |
| 1-year return | 9.8% | −2.6% | 4.2% | −0.6% | 12.5% |
| 3 years p.a. | 20.0% | 11.3% | 17.3% | 13.3% | 17.9% |
| 5 years p.a. | — | 14.8% | — | — | 16.0% |
| Deepest fall (max drawdown) | −18.1% | −22.6% | −21.0% | −15.1% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹42,162 Cr | ₹25,937 Cr | ₹24,138 Cr | ₹7,471 Cr |
| Disclosed history | 5.2 yrs | 2.4 yrs | — | 3.7 yrs | 9.4 yrs |
| Holdings · top ten weight | 114 · 23% | 87 · 35% | none disclosed | 72 · 30% | 73 · 38% |
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.