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 | SBI MIDCAP | ICICI Prudential Multi Cap | Axis Small Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and ICICI Prudential Multi Cap share 12% of their portfolios | SBI MIDCAP and Axis Small Cap share 4% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and SBI MIDCAP share 12% of their portfolios | itself | ICICI Prudential Multi Cap and Axis Small 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 Growth Mid Cap share 19% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and SBI MIDCAP share 4% of their portfolios | Axis Small Cap and ICICI Prudential Multi Cap share 12% of their portfolios | itself | Axis Small Cap and Motilal Oswal Midcap share 3% of their portfolios | Axis Small Cap and Nippon India Growth Mid Cap share 9% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | Motilal Oswal Midcap and Axis Small Cap share 3% of their portfolios | itself | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Multi Cap share 19% of their portfolios | Nippon India Growth Mid Cap and Axis Small Cap share 9% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and Nippon India Growth Mid Cap Fund share 26% 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 | SBI MIDCAP | ICICI Prudential Multi Cap | Axis Small Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 49% of 109 | 42% of 109 | 54% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.03% points | 1.44% points | 1.37% points | 0.86% points |
| Portfolio turned over a year P1 | 80% | 108% | 63% | 92% | 52% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Lalit Kumar · 1.1 yrs | not known | Rakesh Shetty · 3.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.8% | 6.8% | 10.0% | −0.5% | 7.0% |
| 3 years p.a. | 11.0% | 15.9% | 16.2% | 19.5% | 18.6% |
| 5 years p.a. | 13.5% | 15.0% | 16.4% | 21.1% | 18.0% |
| Deepest fall (max drawdown) | −17.9% | −17.3% | −19.4% | −28.9% | −19.9% |
| Assets (AUM) | ₹24,349 Cr | ₹19,305 Cr | ₹27,535 Cr | ₹41,706 Cr | ₹48,143 Cr |
| Disclosed history | 5.8 yrs | 11 yrs | 5.9 yrs | 4.0 yrs | 14 yrs |
| Holdings · top ten weight | 64 · 28% | 167 · 24% | 132 · 25% | 32 · 54% | 105 · 25% |
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.