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 | HDFC Flexi Cap | Motilal Oswal Midcap | DSP Midcap | Mirae Asset Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and HDFC Flexi Cap share 5% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and DSP Midcap share 20% of their portfolios | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and SBI MIDCAP share 5% of their portfolios | itself | HDFC Flexi Cap and Motilal Oswal Midcap share 13% of their portfolios | HDFC Flexi Cap and DSP Midcap share 11% of their portfolios | HDFC Flexi Cap and Mirae Asset Midcap share 10% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and HDFC Flexi Cap share 13% of their portfolios | itself | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and HDFC Flexi Cap share 11% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | itself | DSP Midcap and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | Mirae Asset Midcap and HDFC Flexi Cap share 10% of their portfolios | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios | Mirae Asset Midcap and DSP Midcap share 22% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and Mirae Asset Midcap Fund share 22% 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 | HDFC Flexi Cap | Motilal Oswal Midcap | DSP Midcap | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | DSP Asset Managers Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 68% of 109 | 54% of 109 | 43% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.81% points | 1.37% points | 1.02% points | 1.55% points |
| Portfolio turned over a year P1 | 80% | 48% | 92% | 56% | 89% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | Rakesh Shetty · 3.8 yrs | Vinit Sambre · ≥ 1.2 yrs | Ankit Jain · 7.2 yrs |
| 1-year return | 3.8% | 0.7% | −0.5% | 3.6% | 9.1% |
| 3 years p.a. | 11.0% | 15.8% | 19.5% | 14.6% | 16.4% |
| 5 years p.a. | 13.5% | 16.6% | 21.1% | 11.8% | 15.8% |
| Deepest fall (max drawdown) | −17.9% | −13.3% | −28.9% | −21.2% | −22.5% |
| Assets (AUM) | ₹24,349 Cr | ₹1.13 lakh Cr | ₹41,706 Cr | ₹20,871 Cr | ₹20,000 Cr |
| Disclosed history | 5.8 yrs | 2.4 yrs | 4.0 yrs | 13 yrs | 5.1 yrs |
| Holdings · top ten weight | 64 · 28% | 86 · 44% | 32 · 54% | 66 · 30% | 68 · 32% |
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.