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 Value fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Nippon India Value | Axis Midcap | Motilal Oswal Midcap | Axis Large Cap | UTI Value |
|---|---|---|---|---|---|
| Nippon India ValueValue | itself | Nippon India Value and Axis Midcap share 14% of their portfolios | Nippon India Value and Motilal Oswal Midcap share 3% of their portfolios | Nippon India Value and Axis Large Cap share 34% of their portfolios | Nippon India Value and UTI Value share 40% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Value share 14% of their portfolios | itself | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and UTI Value share 10% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Nippon India Value share 3% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | itself | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and UTI Value share 4% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Nippon India Value share 34% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | itself | Axis Large Cap and UTI Value share 41% of their portfolios |
| UTI ValueValue | UTI Value and Nippon India Value share 40% of their portfolios | UTI Value and Axis Midcap share 10% of their portfolios | UTI Value and Motilal Oswal Midcap share 4% of their portfolios | UTI Value and Axis Large Cap share 41% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and UTI Value Fund share 41% 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 | Nippon India Value | Axis Midcap | Motilal Oswal Midcap | Axis Large Cap | UTI Value |
|---|---|---|---|---|---|
| Category | Value | Mid Cap | Mid Cap | Large Cap | Value |
| Fund house | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 93% of 109 | 44% of 109 | 54% of 109 | 47% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.82% points | 1.36% points | 1.37% points | 1.21% points | 0.79% points |
| Portfolio turned over a year P1 | 82% | 80% | 92% | 73% | 47% |
| Run by P7 | Meenakshi Dawar · 8.3 yrs | not known | Rakesh Shetty · 3.8 yrs | not known | Amit Premchandani · 8.6 yrs |
| 1-year return | −2.8% | 6.9% | −0.5% | −3.2% | −4.1% |
| 3 years p.a. | 14.0% | 17.1% | 19.5% | 9.2% | 12.1% |
| 5 years p.a. | 13.4% | 13.5% | 21.1% | 5.8% | 11.0% |
| Deepest fall (max drawdown) | −17.6% | −19.5% | −28.9% | −15.5% | −17.2% |
| Assets (AUM) | ₹8,875 Cr | ₹32,454 Cr | ₹41,706 Cr | ₹30,395 Cr | ₹9,603 Cr |
| Disclosed history | 12 yrs | 5.9 yrs | 4.0 yrs | 5.9 yrs | 12 yrs |
| Holdings · top ten weight | 94 · 36% | 91 · 30% | 32 · 54% | 49 · 48% | 71 · 41% |
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.