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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Mid Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 6% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | 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 ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MIDCAP share 6% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap |
| 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 ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: SBI Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Kotak Mid Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 45% of 109 | 90% of 109 | 83% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.93% points | 0.81% points | 1.44% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 59% | 45% | not measured | 92% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Saurabh Pant · ≥ 3 mo | Vaibhav Dusad · 5.7 yrs | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.8% | −1.6% | −5.3% | 4.8% | −0.5% |
| 3 years p.a. | 11.0% | 9.2% | 10.6% | 18.1% | 19.5% |
| 5 years p.a. | 13.5% | 9.0% | 10.9% | 16.8% | 21.1% |
| Deepest fall (max drawdown) | −17.9% | −15.4% | −15.4% | −20.9% | −28.9% |
| Assets (AUM) | ₹24,349 Cr | ₹55,417 Cr | ₹80,822 Cr | ₹64,136 Cr | ₹41,706 Cr |
| Disclosed history | 5.8 yrs | 5.8 yrs | 13 yrs | — | 4.0 yrs |
| Holdings · top ten weight | 64 · 28% | 57 · 47% | 93 · 47% | none disclosed | 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.