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 Multi 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 | Quant Multi Cap | Motilal Oswal Midcap | DSP Midcap | HDFC Multi Cap | SBI MultiCap |
|---|---|---|---|---|---|
| Quant Multi CapMulti Cap | itself | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | Quant Multi Cap and DSP Midcap share 5% of their portfolios | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Quant Multi Cap share 4% of their portfolios | itself | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | Motilal Oswal Midcap and HDFC Multi Cap share 12% of their portfolios | Motilal Oswal Midcap and SBI MultiCap share 8% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Quant Multi Cap share 5% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | itself | DSP Midcap and HDFC Multi Cap share 24% of their portfolios | DSP Midcap and SBI MultiCap share 11% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios | HDFC Multi Cap and Motilal Oswal Midcap share 12% of their portfolios | HDFC Multi Cap and DSP Midcap share 24% of their portfolios | itself | HDFC Multi Cap and SBI MultiCap share 22% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Quant Multi Cap share 13% of their portfolios | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios | SBI MultiCap and DSP Midcap share 11% of their portfolios | SBI MultiCap and HDFC Multi Cap share 22% of their portfolios | itself |
Closest pair: DSP Midcap Fund and HDFC Multi Cap Fund share 24% 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 | Quant Multi Cap | Motilal Oswal Midcap | DSP Midcap | HDFC Multi Cap | SBI MultiCap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | quant Money Managers Limited | Motilal Oswal Asset Management Company Limited | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 73% of 109 | 54% of 109 | 43% of 109 | 73% of 22 | 0% of 19 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.37% points | 1.02% points | 1.30% points | 1.00% points |
| Portfolio turned over a year P1 | 88% | 92% | 56% | 79% | 85% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | Rakesh Shetty · 3.8 yrs | Vinit Sambre · ≥ 1.2 yrs | not known | Bectors Food · ≥ 3 mo |
| 1-year return | 4.9% | −0.5% | 3.6% | −2.2% | −0.6% |
| 3 years p.a. | 10.5% | 19.5% | 14.6% | 12.0% | 13.3% |
| 5 years p.a. | 11.7% | 21.1% | 11.8% | — | — |
| Deepest fall (max drawdown) | −25.3% | −28.9% | −21.2% | −20.2% | −15.1% |
| Assets (AUM) | ₹7,717 Cr | ₹41,706 Cr | ₹20,871 Cr | ₹20,765 Cr | ₹24,138 Cr |
| Disclosed history | 6.9 yrs | 4.0 yrs | 13 yrs | 2.4 yrs | 3.7 yrs |
| Holdings · top ten weight | 74 · 53% | 32 · 54% | 66 · 30% | 127 · 23% | 72 · 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.