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.
6 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 Small Cap | Axis Large Cap | HDFC Large Cap | Motilal Oswal Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | itself | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis Large CapLarge Cap | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap 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 BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap 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 | Motilal Oswal Midcap and BANDHAN Small Cap share 3% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | itself | Motilal Oswal Midcap 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 BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Large Cap: 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 Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Axis Large Cap Fund and HDFC Large Cap Fund share 54% 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 | BANDHAN Small Cap | Axis Large Cap | HDFC Large Cap | Motilal Oswal Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Bandhan AMC Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 75% of 44 | 47% of 109 | 51% of 109 | 54% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 2.00% points | 1.21% points | 0.70% points | 1.37% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | 68% | 73% | 45% | 92% | not measured |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Kirthi Jain · ≥ 2.8 yrs | not known | not known | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 3.8% | 10.4% | −3.2% | −3.2% | −0.5% | 4.8% |
| 3 years p.a. | 11.0% | 25.3% | 9.2% | 9.1% | 19.5% | 18.1% |
| 5 years p.a. | 13.5% | 20.0% | 5.8% | 10.6% | 21.1% | 16.8% |
| Deepest fall (max drawdown) | −17.9% | −22.8% | −15.5% | −16.4% | −28.9% | −20.9% |
| Assets (AUM) | ₹24,349 Cr | ₹31,103 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹41,706 Cr | ₹64,136 Cr |
| Disclosed history | 5.8 yrs | 4.3 yrs | 5.9 yrs | 1.8 yrs | 4.0 yrs | — |
| Holdings · top ten weight | 64 · 28% | 265 · 30% | 49 · 48% | 50 · 53% | 32 · 54% | 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.