Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | Axis Multicap | Mahindra Manulife Multi Cap | ICICI Prudential Flexi Cap |
|---|---|---|---|---|
| SBI MultiCapMulti Cap | itself | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios | SBI MultiCap and ICICI Prudential Flexi Cap share 20% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and SBI MultiCap share 24% of their portfolios | itself | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios | Axis Multicap and ICICI Prudential Flexi Cap share 30% 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 Axis Multicap share 25% of their portfolios | itself | Mahindra Manulife Multi Cap and ICICI Prudential Flexi Cap share 19% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and SBI MultiCap share 20% of their portfolios | ICICI Prudential Flexi Cap and Axis Multicap share 30% of their portfolios | ICICI Prudential Flexi Cap and Mahindra Manulife Multi Cap share 19% of their portfolios | itself |
Closest pair: Axis Multicap Fund and ICICI Prudential Flexi Cap fund share 30% 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.
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 | Axis Multicap | Mahindra Manulife Multi Cap | ICICI Prudential Flexi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Multi Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | Mahindra Manulife Investment Management Pvt Ltd | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 0% of 19 | 100% of 22 | 99% of 77 | 96% of 27 |
| Regular plan costs more than Direct by, a year P5 | 1.00% points | 1.45% points | 2.04% points | 1.28% points |
| Portfolio turned over a year P1 | 85% | 96% | 151% | 52% |
| Run by P7 | Bectors Food · ≥ 3 mo | not known | Vishal Jajoo · 10 mo | Rajat Chandak · 5.2 yrs |
| 1-year return | −0.6% | 9.8% | 12.5% | 3.8% |
| 3 years p.a. | 13.3% | 20.0% | 17.9% | 16.2% |
| 5 years p.a. | — | — | 16.0% | 15.0% |
| Deepest fall (max drawdown) | −15.1% | −18.1% | −20.2% | −19.7% |
| Assets (AUM) | ₹24,138 Cr | ₹9,775 Cr | ₹7,471 Cr | ₹25,256 Cr |
| Disclosed history | 3.7 yrs | 5.2 yrs | 9.4 yrs | 5.2 yrs |
| Holdings · top ten weight | 72 · 30% | 114 · 23% | 73 · 38% | 80 · 45% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.