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.
6 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 | SBI MIDCAP | HDFC Large Cap | Bandhan Value | Motilal Oswal Midcap | Mirae Asset Midcap |
|---|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | itself | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Bandhan Value share 7% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | itself | HDFC Large Cap and Bandhan Value share 37% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and Mirae Asset Midcap share 11% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios | Bandhan Value and SBI MIDCAP share 7% of their portfolios | Bandhan Value and HDFC Large Cap share 37% of their portfolios | itself | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and Mirae Asset Midcap share 6% 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 SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | itself | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | Mirae Asset Midcap and HDFC Large Cap share 11% of their portfolios | Mirae Asset Midcap and Bandhan Value share 6% of their portfolios | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Bandhan Value Fund share 37% 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 | SBI MIDCAP | HDFC Large Cap | Bandhan Value | Motilal Oswal Midcap | Mirae Asset Midcap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Large Cap | Value | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | Motilal Oswal Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 38% of 109 | 51% of 109 | 67% of 109 | 54% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.09% points | 0.70% points | 1.17% points | 1.37% points | 1.55% points |
| Portfolio turned over a year P1 | 52% | 80% | 45% | 68% | 92% | 89% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo | not known | Daylynn Pinto · ≥ 3.5 yrs | Rakesh Shetty · 3.8 yrs | Ankit Jain · 7.2 yrs |
| 1-year return | 7.0% | 3.8% | −3.2% | −1.1% | −0.5% | 9.1% |
| 3 years p.a. | 18.6% | 11.0% | 9.1% | 10.4% | 19.5% | 16.4% |
| 5 years p.a. | 18.0% | 13.5% | 10.6% | 12.8% | 21.1% | 15.8% |
| Deepest fall (max drawdown) | −19.9% | −17.9% | −16.4% | −17.9% | −28.9% | −22.5% |
| Assets (AUM) | ₹48,143 Cr | ₹24,349 Cr | ₹40,166 Cr | ₹10,051 Cr | ₹41,706 Cr | ₹20,000 Cr |
| Disclosed history | 14 yrs | 5.8 yrs | 1.8 yrs | 4.9 yrs | 4.0 yrs | 5.1 yrs |
| Holdings · top ten weight | 105 · 25% | 64 · 28% | 50 · 53% | 68 · 47% | 32 · 54% | 68 · 32% |
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.