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 | HDFC Large Cap | Parag Parikh Flexi Cap | SBI FLEXICAP | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Parag Parikh Flexi Cap share 2% of their portfolios | Nippon India Growth Mid Cap and SBI FLEXICAP share 18% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | itself | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | HDFC Large Cap and SBI FLEXICAP share 32% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | itself | Parag Parikh Flexi Cap and SBI FLEXICAP share 20% of their portfolios | Parag Parikh Flexi Cap and Motilal Oswal Midcap share 0% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Nippon India Growth Mid Cap share 18% of their portfolios | SBI FLEXICAP and HDFC Large Cap share 32% of their portfolios | SBI FLEXICAP and Parag Parikh Flexi Cap share 20% of their portfolios | itself | SBI FLEXICAP and Motilal Oswal Midcap share 9% 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 HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Parag Parikh Flexi Cap share 0% of their portfolios | Motilal Oswal Midcap and SBI FLEXICAP share 9% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and SBI FLEXICAP FUND share 32% 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 | HDFC Large Cap | Parag Parikh Flexi Cap | SBI FLEXICAP | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Flexi Cap | Flexi Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 51% of 109 | 91% of 109 | 58% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.70% points | 0.84% points | 1.03% points | 1.37% points |
| Portfolio turned over a year P1 | 52% | 45% | 29% | 129% | 92% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Rajeev Thakkar · 13 yrs | Anup Upadhyay · ≥ 3 mo | Rakesh Shetty · 3.8 yrs |
| 1-year return | 7.0% | −3.2% | −5.1% | −2.1% | −0.5% |
| 3 years p.a. | 18.6% | 9.1% | 12.8% | 8.6% | 19.5% |
| 5 years p.a. | 18.0% | 10.6% | 11.5% | 8.2% | 21.1% |
| Deepest fall (max drawdown) | −19.9% | −16.4% | −11.0% | −16.0% | −28.9% |
| Assets (AUM) | ₹48,143 Cr | ₹40,166 Cr | ₹1.46 lakh Cr | ₹22,888 Cr | ₹41,706 Cr |
| Disclosed history | 14 yrs | 1.8 yrs | 5.0 yrs | 5.8 yrs | 4.0 yrs |
| Holdings · top ten weight | 105 · 25% | 50 · 53% | 116 · 52% | 71 · 36% | 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.