Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 | ICICI Prudential Multi Cap | Nippon India Large Cap | Motilal Oswal Midcap | Nippon India Multi Cap |
|---|---|---|---|---|
| ICICI Prudential Multi CapMulti Cap | itself | ICICI Prudential Multi Cap and Nippon India Large Cap share 12% of their portfolios | ICICI Prudential Multi Cap and Motilal Oswal Midcap share 14% of their portfolios | ICICI Prudential Multi Cap and Nippon India Multi Cap share 15% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and ICICI Prudential Multi Cap share 12% of their portfolios | itself | Nippon India Large Cap and Motilal Oswal Midcap share 6% of their portfolios | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | Motilal Oswal Midcap and Nippon India Large Cap share 6% of their portfolios | itself | Motilal Oswal Midcap and Nippon India Multi Cap share 7% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and ICICI Prudential Multi Cap share 15% of their portfolios | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios | Nippon India Multi Cap and Motilal Oswal Midcap share 7% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Nippon India Multi Cap Fund share 55% 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 | ICICI Prudential Multi Cap | Nippon India Large Cap | Motilal Oswal Midcap | Nippon India Multi Cap |
|---|---|---|---|---|
| Category | Multi Cap | Large Cap | Mid Cap | Multi Cap |
| Fund house | ICICI Prudential Asset Management Company Limited | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 73% of 109 | 54% of 109 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.01% points | 1.37% points | 0.84% points |
| Portfolio turned over a year P1 | 108% | 57% | 92% | 66% |
| Run by P7 | Lalit Kumar · 1.1 yrs | Sailesh Raj Bhan · 19 yrs | Rakesh Shetty · 3.8 yrs | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 6.8% | −4.7% | −0.5% | −1.4% |
| 3 years p.a. | 15.9% | 11.1% | 19.5% | 13.5% |
| 5 years p.a. | 15.0% | 12.8% | 21.1% | 16.4% |
| Deepest fall (max drawdown) | −17.3% | −15.4% | −28.9% | −18.6% |
| Assets (AUM) | ₹19,305 Cr | ₹52,344 Cr | ₹41,706 Cr | ₹53,760 Cr |
| Disclosed history | 11 yrs | 13 yrs | 4.0 yrs | 14 yrs |
| Holdings · top ten weight | 167 · 24% | 69 · 45% | 32 · 54% | 123 · 29% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.