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 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 | Tata Value | Aditya Birla Sun Life Flexi Cap | Motilal Oswal Midcap |
|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Tata Value share 5% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Flexi Cap share 8% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios |
| Tata ValueValue | Tata Value and SBI MIDCAP share 5% of their portfolios | itself | Tata Value and Aditya Birla Sun Life Flexi Cap share 20% of their portfolios | Tata Value and Motilal Oswal Midcap share 12% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% of their portfolios | Aditya Birla Sun Life Flexi Cap and Tata Value share 20% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Motilal Oswal Midcap share 7% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Tata Value share 12% of their portfolios | Motilal Oswal Midcap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios | itself |
Closest pair: Tata Value Fund and Aditya Birla Sun Life Flexi Cap Fund share 20% 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 | Tata Value | Aditya Birla Sun Life Flexi Cap | Motilal Oswal Midcap |
|---|---|---|---|---|
| Category | Mid Cap | Value | Flexi Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Tata Asset Management Limited | Aditya Birla Sun Life AMC Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 63% of 109 | 58% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.15% points | 1.02% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 81% | 50% | 92% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Sonam Udasi · ≥ 9 mo | Dhaval Joshi · ≥ 6 mo | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.8% | 0.2% | 7.3% | −0.5% |
| 3 years p.a. | 11.0% | 12.9% | 15.0% | 19.5% |
| 5 years p.a. | 13.5% | 13.3% | 11.6% | 21.1% |
| Deepest fall (max drawdown) | −17.9% | −20.9% | −17.0% | −28.9% |
| Assets (AUM) | ₹24,349 Cr | ₹8,440 Cr | ₹27,401 Cr | ₹41,706 Cr |
| Disclosed history | 5.8 yrs | 11 yrs | 13 yrs | 4.0 yrs |
| Holdings · top ten weight | 64 · 28% | 41 · 52% | 89 · 28% | 32 · 54% |
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.