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 | SBI Large Cap | Quant Small Cap | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Quant Small Cap share 1% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | itself | SBI Large Cap and Quant Small Cap share 6% of their portfolios | SBI Large Cap and Axis Midcap share 10% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and SBI MIDCAP share 1% of their portfolios | Quant Small Cap and SBI Large Cap share 6% of their portfolios | itself | Quant Small Cap and Axis Midcap share 6% of their portfolios | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and SBI Large Cap share 10% of their portfolios | Axis Midcap and Quant Small Cap share 6% of their portfolios | itself | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and Axis Midcap Fund share 24% 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 | SBI Large Cap | Quant Small Cap | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | SBI Funds Management Limited | quant Money Managers Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 45% of 109 | 69% of 109 | 44% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.93% points | 0.84% points | 1.36% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 59% | 75% | 80% | 92% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.8% | −1.6% | 12.7% | 6.9% | −0.5% |
| 3 years p.a. | 11.0% | 9.2% | 18.5% | 17.1% | 19.5% |
| 5 years p.a. | 13.5% | 9.0% | 19.2% | 13.5% | 21.1% |
| Deepest fall (max drawdown) | −17.9% | −15.4% | −24.4% | −19.5% | −28.9% |
| Assets (AUM) | ₹24,349 Cr | ₹55,417 Cr | ₹34,069 Cr | ₹32,454 Cr | ₹41,706 Cr |
| Disclosed history | 5.8 yrs | 5.8 yrs | 7.5 yrs | 5.9 yrs | 4.0 yrs |
| Holdings · top ten weight | 64 · 28% | 57 · 47% | 120 · 43% | 91 · 30% | 32 · 54% |
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.