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 | Kotak Mid Cap |
|---|---|---|---|---|---|
| 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Aditya Birla Sun Life Large Cap: no portfolio disclosed for Kotak Mid Cap | 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.
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 | Motilal Oswal Midcap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| 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 | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 54% of 109 | 51% of 109 | 52% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.37% points | 0.70% points | 0.87% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | 92% | 45% | 53% | not measured |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Rakesh Shetty · 3.8 yrs | not known | Harish Krishnan · ≥ 6 mo | not known |
| 1-year return | 3.8% | −0.5% | −3.2% | −4.2% | 4.8% |
| 3 years p.a. | 11.0% | 19.5% | 9.1% | 9.5% | 18.1% |
| 5 years p.a. | 13.5% | 21.1% | 10.6% | 8.9% | 16.8% |
| Deepest fall (max drawdown) | −17.9% | −28.9% | −16.4% | −16.7% | −20.9% |
| Assets (AUM) | ₹24,349 Cr | ₹41,706 Cr | ₹40,166 Cr | ₹29,521 Cr | ₹64,136 Cr |
| Disclosed history | 5.8 yrs | 4.0 yrs | 1.8 yrs | 1.3 yrs | — |
| Holdings · top ten weight | 64 · 28% | 32 · 54% | 50 · 53% | 77 · 43% | none disclosed |
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.