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.
2 of 6 chosen
Add another Value fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | HSBC Value | Kotak Multi Cap |
|---|---|---|
| HSBC ValueValue | itself | HSBC Value and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HSBC Value: no portfolio disclosed for Kotak Multi Cap | itself |
Kotak Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Side by side
record, cost, returns, drawdown, size
| Measure | HSBC Value | Kotak Multi Cap |
|---|---|---|
| Category | Value | Multi Cap |
| Fund house | HSBC Asset Management (India) Private Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 100% of 24 |
| Regular plan costs more than Direct by, a year P5 | 1.12% points | 1.62% points |
| Portfolio turned over a year P1 | 75% | not measured |
| Run by P7 | Venugopal Manghat · 14 yrs | not known |
| 1-year return | 2.4% | 4.2% |
| 3 years p.a. | 15.9% | 17.3% |
| 5 years p.a. | — | — |
| Deepest fall (max drawdown) | −19.6% | −21.0% |
| Assets (AUM) | ₹15,373 Cr | ₹25,937 Cr |
| Disclosed history | 3.8 yrs | — |
| Holdings · top ten weight | 86 · 32% | none disclosed |
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.