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 | Axis Midcap | SBI Large Cap | Mirae Asset Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | itself | Axis Midcap and SBI Large Cap share 10% of their portfolios | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and Axis Midcap share 10% of their portfolios | itself | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% of their portfolios | itself | Mirae Asset Large Cap 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 Axis Midcap share 20% of their portfolios | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Mirae Asset Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Axis Midcap | SBI Large Cap | Mirae Asset Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 44% of 109 | 45% of 109 | 64% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.36% points | 0.93% points | 1.06% points | 1.37% points |
| Portfolio turned over a year P1 | 52% | 80% | 59% | 53% | 92% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Saurabh Pant · ≥ 3 mo | Gaurav Misra · 7.7 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 7.0% | 6.9% | −1.6% | −3.3% | −0.5% |
| 3 years p.a. | 18.6% | 17.1% | 9.2% | 8.6% | 19.5% |
| 5 years p.a. | 18.0% | 13.5% | 9.0% | 7.8% | 21.1% |
| Deepest fall (max drawdown) | −19.9% | −19.5% | −15.4% | −15.8% | −28.9% |
| Assets (AUM) | ₹48,143 Cr | ₹32,454 Cr | ₹55,417 Cr | ₹38,599 Cr | ₹41,706 Cr |
| Disclosed history | 14 yrs | 5.9 yrs | 5.8 yrs | 5.1 yrs | 4.0 yrs |
| Holdings · top ten weight | 105 · 25% | 91 · 30% | 57 · 47% | 76 · 48% | 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.