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 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 | Kotak Large & Mid Cap | Bandhan 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 | ICICI Prudential Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% 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 | Motilal Oswal Large and Midcap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | Motilal Oswal Large and Midcap and Bandhan Large & Mid Cap share 10% 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 | HDFC Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | HDFC Large & Mid Cap and Bandhan Large & Mid Cap share 39% of their portfolios |
| Kotak Large & Mid CapLarge & Mid Cap | Kotak Large & Mid Cap and ICICI Prudential Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | Kotak Large & Mid Cap and Motilal Oswal Large and Midcap: no portfolio disclosed for Kotak Large & Mid Cap | Kotak Large & Mid Cap and HDFC Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | itself | Kotak Large & Mid Cap and Bandhan Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap |
| Bandhan Large & Mid CapLarge & Mid Cap | Bandhan Large & Mid Cap and ICICI Prudential Large & Mid Cap share 17% of their portfolios | Bandhan Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios | Bandhan Large & Mid Cap and HDFC Large & Mid Cap share 39% of their portfolios | Bandhan Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | itself |
Closest pair: HDFC Large & Mid Cap Fund and Bandhan Large & Mid Cap Fund share 39% 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 Large & 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 | ICICI Prudential Large & Mid Cap | Motilal Oswal Large and Midcap | HDFC Large & Mid Cap | Kotak Large & Mid Cap | Bandhan Large & Mid Cap |
|---|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | 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 | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited |
| Share of three-year stretches it beat its category P4 | 53% of 109 | 94% of 48 | 44% of 109 | 85% of 109 | 63% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.71% points | 0.51% points | 1.34% points | 1.50% points |
| Portfolio turned over a year P1 | 113% | 100% | 39% | not measured | 166% |
| Run by P7 | Gaurav Jain · 3 mo | Rakesh Shetty · 3.8 yrs | not known | not known | Manish Gunwani · ≥ 3.5 yrs |
| 1-year return | 0.8% | 7.3% | 0.4% | 1.4% | 4.1% |
| 3 years p.a. | 15.3% | 22.5% | 13.1% | 13.6% | 18.2% |
| 5 years p.a. | 14.9% | 19.2% | 14.2% | 13.7% | 16.9% |
| Deepest fall (max drawdown) | −14.8% | −26.1% | −18.7% | −18.5% | −17.9% |
| Assets (AUM) | ₹33,351 Cr | ₹19,374 Cr | ₹30,372 Cr | ₹30,228 Cr | ₹19,777 Cr |
| Disclosed history | 13 yrs | 6.9 yrs | 2.3 yrs | — | 4.9 yrs |
| Holdings · top ten weight | 123 · 31% | 36 · 45% | 243 · 20% | none disclosed | 136 · 27% |
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.