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 | SBI MultiCap | Axis Large Cap | SBI Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and SBI MultiCap share 16% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and SBI MIDCAP share 16% of their portfolios | itself | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and SBI Large Cap share 26% of their portfolios | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and SBI MultiCap share 19% of their portfolios | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | SBI Large Cap and SBI MultiCap share 26% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself | SBI Large Cap and Motilal Oswal 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 SBI MultiCap share 8% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and SBI Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | SBI MultiCap | Axis Large Cap | SBI Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 0% of 19 | 47% of 109 | 45% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.00% points | 1.21% points | 0.93% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 85% | 73% | 59% | 92% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Bectors Food · ≥ 3 mo | not known | Saurabh Pant · ≥ 3 mo | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.8% | −0.6% | −3.2% | −1.6% | −0.5% |
| 3 years p.a. | 11.0% | 13.3% | 9.2% | 9.2% | 19.5% |
| 5 years p.a. | 13.5% | — | 5.8% | 9.0% | 21.1% |
| Deepest fall (max drawdown) | −17.9% | −15.1% | −15.5% | −15.4% | −28.9% |
| Assets (AUM) | ₹24,349 Cr | ₹24,138 Cr | ₹30,395 Cr | ₹55,417 Cr | ₹41,706 Cr |
| Disclosed history | 5.8 yrs | 3.7 yrs | 5.9 yrs | 5.8 yrs | 4.0 yrs |
| Holdings · top ten weight | 64 · 28% | 72 · 30% | 49 · 48% | 57 · 47% | 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.