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 | Bandhan Value | BANDHAN Small Cap | Motilal Oswal Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Bandhan Value share 7% of their portfolios | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios |
| Bandhan ValueValue | Bandhan Value and SBI MIDCAP share 7% of their portfolios | itself | Bandhan Value and BANDHAN Small Cap share 8% of their portfolios | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and HDFC Mid Cap share 10% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and Bandhan Value share 8% of their portfolios | itself | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and BANDHAN Small Cap share 3% of their portfolios | itself | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Bandhan Value share 10% of their portfolios | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and HDFC Mid Cap Fund share 13% 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 | Bandhan Value | BANDHAN Small Cap | Motilal Oswal Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Small Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Bandhan AMC Limited | Bandhan AMC Limited | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 67% of 109 | 75% of 44 | 54% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.17% points | 2.00% points | 1.37% points | 0.92% points |
| Portfolio turned over a year P1 | 80% | 68% | 68% | 92% | 38% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Daylynn Pinto · ≥ 3.5 yrs | Kirthi Jain · ≥ 2.8 yrs | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 3.8% | −1.1% | 10.4% | −0.5% | 6.6% |
| 3 years p.a. | 11.0% | 10.4% | 25.3% | 19.5% | 17.6% |
| 5 years p.a. | 13.5% | 12.8% | 20.0% | 21.1% | 18.9% |
| Deepest fall (max drawdown) | −17.9% | −17.9% | −22.8% | −28.9% | −16.8% |
| Assets (AUM) | ₹24,349 Cr | ₹10,051 Cr | ₹31,103 Cr | ₹41,706 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.8 yrs | 4.9 yrs | 4.3 yrs | 4.0 yrs | 10 mo |
| Holdings · top ten weight | 64 · 28% | 68 · 47% | 265 · 30% | 32 · 54% | 81 · 37% |
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.