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 | Kotak Multi Cap | Nippon India Large Cap | Motilal Oswal Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MIDCAP and Nippon India Large Cap share 4% 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 |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Nippon India Large Cap and Motilal Oswal Midcap share 6% of their portfolios | Nippon India 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Motilal Oswal Midcap and Nippon India Large Cap share 6% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | itself |
No two of these hold much of the same portfolio. The closest pair, Nippon India Large Cap Fund and Motilal Oswal Midcap Fund, share 6%. 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.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 | Kotak Multi Cap | Nippon India Large Cap | Motilal Oswal Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management 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 | 100% of 24 | 73% of 109 | 54% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.62% points | 1.01% points | 1.37% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | not measured | 57% | 92% | not measured |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | Sailesh Raj Bhan · 19 yrs | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 3.8% | 4.2% | −4.7% | −0.5% | 4.8% |
| 3 years p.a. | 11.0% | 17.3% | 11.1% | 19.5% | 18.1% |
| 5 years p.a. | 13.5% | — | 12.8% | 21.1% | 16.8% |
| Deepest fall (max drawdown) | −17.9% | −21.0% | −15.4% | −28.9% | −20.9% |
| Assets (AUM) | ₹24,349 Cr | ₹25,937 Cr | ₹52,344 Cr | ₹41,706 Cr | ₹64,136 Cr |
| Disclosed history | 5.8 yrs | — | 13 yrs | 4.0 yrs | — |
| Holdings · top ten weight | 64 · 28% | none disclosed | 69 · 45% | 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.