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 Small Cap | HDFC Small Cap | Mirae Asset Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | SBI MIDCAP and HDFC Small Cap share 3% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | itself | BANDHAN Small Cap and HDFC Small Cap share 6% of their portfolios | BANDHAN Small Cap and Mirae Asset Large Cap share 7% of their portfolios | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and SBI MIDCAP share 3% of their portfolios | HDFC Small Cap and BANDHAN Small Cap share 6% of their portfolios | itself | HDFC Small Cap and Mirae Asset Large Cap share 3% of their portfolios | HDFC Small Cap and Motilal Oswal Midcap share 0% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios | Mirae Asset Large Cap and BANDHAN Small Cap share 7% of their portfolios | Mirae Asset Large Cap and HDFC Small Cap share 3% of their portfolios | itself | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios |
| 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 HDFC Small Cap share 0% of their portfolios | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Mirae Asset Large Cap Fund and Motilal Oswal Midcap Fund, share 9%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what was wanted.
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 | HDFC Small Cap | Mirae Asset Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap | Large Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Bandhan AMC Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 75% of 44 | 63% of 109 | 64% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 2.00% points | 1.25% points | 1.06% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 68% | 46% | 53% | 92% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Kirthi Jain · ≥ 2.8 yrs | not known | Gaurav Misra · 7.7 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.8% | 10.4% | −2.6% | −3.3% | −0.5% |
| 3 years p.a. | 11.0% | 25.3% | 11.3% | 8.6% | 19.5% |
| 5 years p.a. | 13.5% | 20.0% | 14.8% | 7.8% | 21.1% |
| Deepest fall (max drawdown) | −17.9% | −22.8% | −22.6% | −15.8% | −28.9% |
| Assets (AUM) | ₹24,349 Cr | ₹31,103 Cr | ₹42,162 Cr | ₹38,599 Cr | ₹41,706 Cr |
| Disclosed history | 5.8 yrs | 4.3 yrs | 2.4 yrs | 5.1 yrs | 4.0 yrs |
| Holdings · top ten weight | 64 · 28% | 265 · 30% | 87 · 35% | 76 · 48% | 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.