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 | Parag Parikh Flexi Cap | Motilal Oswal Midcap | SBI MIDCAP | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| HDFC Large CapLarge Cap | itself | HDFC Large Cap and Parag Parikh Flexi Cap share 27% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | itself | Parag Parikh Flexi Cap and Motilal Oswal Midcap share 0% of their portfolios | Parag Parikh Flexi Cap and SBI MIDCAP share 0% of their portfolios | Parag Parikh Flexi Cap and Mirae Asset Large Cap share 36% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Parag Parikh Flexi Cap share 0% of their portfolios | itself | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Parag Parikh Flexi Cap share 0% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and Parag Parikh Flexi Cap share 36% of their portfolios | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Mirae Asset Large Cap Fund share 49% 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 | Parag Parikh Flexi Cap | Motilal Oswal Midcap | SBI MIDCAP | Mirae Asset Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Flexi Cap | Mid Cap | Mid Cap | Large Cap |
| Fund house | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 51% of 109 | 91% of 109 | 54% of 109 | 38% of 109 | 64% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.70% points | 0.84% points | 1.37% points | 1.09% points | 1.06% points |
| Portfolio turned over a year P1 | 45% | 29% | 92% | 80% | 53% |
| Run by P7 | not known | Rajeev Thakkar · 13 yrs | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo | Gaurav Misra · 7.7 yrs |
| 1-year return | −3.2% | −5.1% | −0.5% | 3.8% | −3.3% |
| 3 years p.a. | 9.1% | 12.8% | 19.5% | 11.0% | 8.6% |
| 5 years p.a. | 10.6% | 11.5% | 21.1% | 13.5% | 7.8% |
| Deepest fall (max drawdown) | −16.4% | −11.0% | −28.9% | −17.9% | −15.8% |
| Assets (AUM) | ₹40,166 Cr | ₹1.46 lakh Cr | ₹41,706 Cr | ₹24,349 Cr | ₹38,599 Cr |
| Disclosed history | 1.8 yrs | 5.0 yrs | 4.0 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 50 · 53% | 116 · 52% | 32 · 54% | 64 · 28% | 76 · 48% |
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.