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 Large 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 | HDFC Large Cap | Quant Multi Cap | Nippon India Growth Mid Cap | Motilal Oswal Midcap | SBI Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Quant Multi Cap share 9% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and SBI Large Cap share 46% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Large Cap share 9% of their portfolios | itself | Quant Multi Cap and Nippon India Growth Mid Cap share 4% of their portfolios | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | Quant Multi Cap and SBI Large Cap share 13% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Quant Multi Cap share 4% of their portfolios | itself | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Quant Multi Cap share 4% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | itself | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and HDFC Large Cap share 46% of their portfolios | SBI Large Cap and Quant Multi Cap share 13% of their portfolios | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and SBI Large Cap Fund share 46% 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 | HDFC Large Cap | Quant Multi Cap | Nippon India Growth Mid Cap | Motilal Oswal Midcap | SBI Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Multi Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | quant Money Managers Limited | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 73% of 109 | 87% of 109 | 54% of 109 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.93% points | 0.86% points | 1.37% points | 0.93% points |
| Portfolio turned over a year P1 | 45% | 88% | 52% | 92% | 59% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Rupesh Patel · 3.6 yrs | Rakesh Shetty · 3.8 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.2% | 4.9% | 7.0% | −0.5% | −1.6% |
| 3 years p.a. | 9.1% | 10.5% | 18.6% | 19.5% | 9.2% |
| 5 years p.a. | 10.6% | 11.7% | 18.0% | 21.1% | 9.0% |
| Deepest fall (max drawdown) | −16.4% | −25.3% | −19.9% | −28.9% | −15.4% |
| Assets (AUM) | ₹40,166 Cr | ₹7,717 Cr | ₹48,143 Cr | ₹41,706 Cr | ₹55,417 Cr |
| Disclosed history | 1.8 yrs | 6.9 yrs | 14 yrs | 4.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 50 · 53% | 74 · 53% | 105 · 25% | 32 · 54% | 57 · 47% |
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.