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 | HDFC Multi Cap | HDFC Small Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and HDFC Multi Cap share 6% of their portfolios | SBI MIDCAP and HDFC Small Cap share 3% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MIDCAP share 6% of their portfolios | itself | HDFC Multi Cap and HDFC Small Cap share 10% of their portfolios | HDFC Multi Cap and Motilal Oswal Midcap share 12% of their portfolios | HDFC Multi Cap and Axis Midcap share 22% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and SBI MIDCAP share 3% of their portfolios | HDFC Small Cap and HDFC Multi Cap share 10% of their portfolios | itself | HDFC Small Cap and Motilal Oswal Midcap share 0% of their portfolios | HDFC Small Cap and Axis Midcap share 7% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and HDFC Multi Cap share 12% of their portfolios | Motilal Oswal Midcap and HDFC Small Cap share 0% of their portfolios | itself | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and HDFC Multi Cap share 22% of their portfolios | Axis Midcap and HDFC Small Cap share 7% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and Axis Midcap Fund share 24% of their portfolios. Most of what each of them holds, the other does not; whether two funds this far apart belong in one portfolio is a separate question.
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 | HDFC Multi Cap | HDFC Small Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 73% of 22 | 63% of 109 | 54% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.30% points | 1.25% points | 1.37% points | 1.36% points |
| Portfolio turned over a year P1 | 80% | 79% | 46% | 92% | 80% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | not known | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 3.8% | −2.2% | −2.6% | −0.5% | 6.9% |
| 3 years p.a. | 11.0% | 12.0% | 11.3% | 19.5% | 17.1% |
| 5 years p.a. | 13.5% | — | 14.8% | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −17.9% | −20.2% | −22.6% | −28.9% | −19.5% |
| Assets (AUM) | ₹24,349 Cr | ₹20,765 Cr | ₹42,162 Cr | ₹41,706 Cr | ₹32,454 Cr |
| Disclosed history | 5.8 yrs | 2.4 yrs | 2.4 yrs | 4.0 yrs | 5.9 yrs |
| Holdings · top ten weight | 64 · 28% | 127 · 23% | 87 · 35% | 32 · 54% | 91 · 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.