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 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 | Nippon India Growth Mid Cap | Nippon India Multi Cap | SBI MultiCap | SBI MIDCAP | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Nippon India Multi Cap share 31% of their portfolios | Nippon India Growth Mid Cap and SBI MultiCap share 15% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself | Nippon India Multi Cap and SBI MultiCap share 19% of their portfolios | Nippon India Multi Cap and SBI MIDCAP share 9% of their portfolios | Nippon India Multi Cap and Motilal Oswal Midcap share 7% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios | SBI MultiCap and Nippon India Multi Cap share 19% of their portfolios | itself | SBI MultiCap and SBI MIDCAP share 16% of their portfolios | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Nippon India Multi Cap share 9% of their portfolios | SBI MIDCAP and SBI MultiCap share 16% of their portfolios | itself | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and Nippon India Multi Cap share 7% of their portfolios | Motilal Oswal Midcap and SBI MultiCap share 8% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Nippon India Multi Cap Fund share 31% 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 | Nippon India Growth Mid Cap | Nippon India Multi Cap | SBI MultiCap | SBI MIDCAP | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 50% of 109 | 0% of 19 | 38% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.84% points | 1.00% points | 1.09% points | 1.37% points |
| Portfolio turned over a year P1 | 52% | 66% | 85% | 80% | 92% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Sailesh Raj Bhan · 21 yrs | Bectors Food · ≥ 3 mo | Bhavin Vithlani · ≥ 3 mo | Rakesh Shetty · 3.8 yrs |
| 1-year return | 7.0% | −1.4% | −0.6% | 3.8% | −0.5% |
| 3 years p.a. | 18.6% | 13.5% | 13.3% | 11.0% | 19.5% |
| 5 years p.a. | 18.0% | 16.4% | — | 13.5% | 21.1% |
| Deepest fall (max drawdown) | −19.9% | −18.6% | −15.1% | −17.9% | −28.9% |
| Assets (AUM) | ₹48,143 Cr | ₹53,760 Cr | ₹24,138 Cr | ₹24,349 Cr | ₹41,706 Cr |
| Disclosed history | 14 yrs | 14 yrs | 3.7 yrs | 5.8 yrs | 4.0 yrs |
| Holdings · top ten weight | 105 · 25% | 123 · 29% | 72 · 30% | 64 · 28% | 32 · 54% |
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.