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 | SBI MultiCap | Kotak Mid Cap | HDFC Multi Cap | Axis Multicap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI MultiCap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Multicap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mahindra Manulife Multi Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | Axis Multicap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Multicap and HDFC Multi Cap share 34% of their portfolios | itself | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | Mahindra Manulife Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Axis Multicap Fund share 34% 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 | SBI MultiCap | Kotak Mid Cap | HDFC Multi Cap | Axis Multicap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Mahindra Manulife Investment Management Pvt Ltd |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 83% of 109 | 73% of 22 | 100% of 22 | 99% of 77 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.44% points | 1.30% points | 1.45% points | 2.04% points |
| Portfolio turned over a year P1 | 85% | not measured | 79% | 96% | 151% |
| Run by P7 | Bectors Food · ≥ 3 mo | not known | not known | not known | Vishal Jajoo · 10 mo |
| 1-year return | −0.6% | 4.8% | −2.2% | 9.8% | 12.5% |
| 3 years p.a. | 13.3% | 18.1% | 12.0% | 20.0% | 17.9% |
| 5 years p.a. | — | 16.8% | — | — | 16.0% |
| Deepest fall (max drawdown) | −15.1% | −20.9% | −20.2% | −18.1% | −20.2% |
| Assets (AUM) | ₹24,138 Cr | ₹64,136 Cr | ₹20,765 Cr | ₹9,775 Cr | ₹7,471 Cr |
| Disclosed history | 3.7 yrs | — | 2.4 yrs | 5.2 yrs | 9.4 yrs |
| Holdings · top ten weight | 72 · 30% | none disclosed | 127 · 23% | 114 · 23% | 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.