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 | SBI Large Cap | ICICI Prudential Flexi Cap | Motilal Oswal Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Flexi Cap share 10% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | itself | SBI Large Cap and ICICI Prudential Flexi Cap share 35% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios | SBI Large Cap and DSP Midcap share 13% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Nippon India Growth Mid Cap share 10% of their portfolios | ICICI Prudential Flexi Cap and SBI Large Cap share 35% of their portfolios | itself | ICICI Prudential Flexi Cap and Motilal Oswal Midcap share 12% of their portfolios | ICICI Prudential Flexi Cap and DSP Midcap share 13% 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 Large Cap share 7% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Flexi Cap share 12% of their portfolios | itself | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and SBI Large Cap share 13% of their portfolios | DSP Midcap and ICICI Prudential Flexi Cap share 13% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and DSP Midcap Fund share 36% 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 Large Cap | ICICI Prudential Flexi Cap | Motilal Oswal Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 45% of 109 | 96% of 27 | 54% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.93% points | 1.28% points | 1.37% points | 1.02% points |
| Portfolio turned over a year P1 | 52% | 59% | 52% | 92% | 56% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Saurabh Pant · ≥ 3 mo | Rajat Chandak · 5.2 yrs | Rakesh Shetty · 3.8 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 7.0% | −1.6% | 3.8% | −0.5% | 3.6% |
| 3 years p.a. | 18.6% | 9.2% | 16.2% | 19.5% | 14.6% |
| 5 years p.a. | 18.0% | 9.0% | 15.0% | 21.1% | 11.8% |
| Deepest fall (max drawdown) | −19.9% | −15.4% | −19.7% | −28.9% | −21.2% |
| Assets (AUM) | ₹48,143 Cr | ₹55,417 Cr | ₹25,256 Cr | ₹41,706 Cr | ₹20,871 Cr |
| Disclosed history | 14 yrs | 5.8 yrs | 5.2 yrs | 4.0 yrs | 13 yrs |
| Holdings · top ten weight | 105 · 25% | 57 · 47% | 80 · 45% | 32 · 54% | 66 · 30% |
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.