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.
Overlap
share of the portfolio the two funds hold in common
| Union Multicap | Kotak Multi Cap | |
|---|---|---|
| Union Multicap | itself | 0% |
| Kotak Multi Cap | 0% | itself |
Most alike: Union Multicap Fund and Kotak Multi Cap Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Union Multicap | Kotak Multi Cap |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Share of three-year stretches it beat its category P4 | 80% of 10 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.46% | 1.62% |
| Portfolio turned over a year P1 | 151% | not measured |
| Run by P7 | Sanjay Bembalkar · 3.8 yrs | not known |
| 1-year return | 9.2% | 4.2% |
| 3 years p.a. | 15.3% | 17.3% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −19.8% | −21.0% |
| Assets (AUM) | ₹1,441 Cr | ₹25,937 Cr |
| Disclosed history | 2.2 yrs | — |
| Holdings · top ten weight | 77 · 28% | — · — |
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.