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.
3 of 6 chosen
Add another Large & Mid 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 | ICICI Prudential Large & Mid Cap | Motilal Oswal Large and Midcap | HDFC Large & Mid Cap |
|---|---|---|---|
| ICICI Prudential Large & Mid CapLarge & Mid Cap | itself | ICICI Prudential Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios | ICICI Prudential Large & Mid Cap and HDFC Large & Mid Cap share 25% of their portfolios |
| Motilal Oswal Large and MidcapLarge & Mid Cap | Motilal Oswal Large and Midcap and ICICI Prudential Large & Mid Cap share 10% of their portfolios | itself | Motilal Oswal Large and Midcap and HDFC Large & Mid Cap share 6% of their portfolios |
| HDFC Large & Mid CapLarge & Mid Cap | HDFC Large & Mid Cap and ICICI Prudential Large & Mid Cap share 25% of their portfolios | HDFC Large & Mid Cap and Motilal Oswal Large and Midcap share 6% of their portfolios | itself |
Closest pair: ICICI Prudential Large & Mid Cap Fund and HDFC Large & Mid 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.
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 | ICICI Prudential Large & Mid Cap | Motilal Oswal Large and Midcap | HDFC Large & Mid Cap |
|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 53% of 109 | 94% of 48 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.71% points | 0.51% points |
| Portfolio turned over a year P1 | 113% | 100% | 39% |
| Run by P7 | Gaurav Jain · 3 mo | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 0.8% | 7.3% | 0.4% |
| 3 years p.a. | 15.3% | 22.5% | 13.1% |
| 5 years p.a. | 14.9% | 19.2% | 14.2% |
| Deepest fall (max drawdown) | −14.8% | −26.1% | −18.7% |
| Assets (AUM) | ₹33,351 Cr | ₹19,374 Cr | ₹30,372 Cr |
| Disclosed history | 13 yrs | 6.9 yrs | 2.3 yrs |
| Holdings · top ten weight | 123 · 31% | 36 · 45% | 243 · 20% |
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.