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 | Motilal Oswal Midcap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | DSP Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Large Cap share 4% of their portfolios | SBI MIDCAP and DSP Midcap share 20% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | itself | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Aditya Birla Sun Life Large Cap share 9% of their portfolios | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and DSP Midcap share 11% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and SBI MIDCAP share 4% of their portfolios | Aditya Birla Sun Life Large Cap and Motilal Oswal Midcap share 9% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself | Aditya Birla Sun Life Large Cap and DSP Midcap share 14% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Aditya Birla Sun Life Large Cap share 14% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Motilal Oswal Midcap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 54% of 109 | 51% of 109 | 52% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.37% points | 0.70% points | 0.87% points | 1.02% points |
| Portfolio turned over a year P1 | 80% | 92% | 45% | 53% | 56% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Rakesh Shetty · 3.8 yrs | not known | Harish Krishnan · ≥ 6 mo | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 3.8% | −0.5% | −3.2% | −4.2% | 3.6% |
| 3 years p.a. | 11.0% | 19.5% | 9.1% | 9.5% | 14.6% |
| 5 years p.a. | 13.5% | 21.1% | 10.6% | 8.9% | 11.8% |
| Deepest fall (max drawdown) | −17.9% | −28.9% | −16.4% | −16.7% | −21.2% |
| Assets (AUM) | ₹24,349 Cr | ₹41,706 Cr | ₹40,166 Cr | ₹29,521 Cr | ₹20,871 Cr |
| Disclosed history | 5.8 yrs | 4.0 yrs | 1.8 yrs | 1.3 yrs | 13 yrs |
| Holdings · top ten weight | 64 · 28% | 32 · 54% | 50 · 53% | 77 · 43% | 66 · 30% |
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.