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.
4 of 6 chosen
Add another Flexi 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 FLEXICAP | Motilal Oswal Midcap | HDFC Mid Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|
| SBI FLEXICAPFlexi Cap | itself | SBI FLEXICAP and Motilal Oswal Midcap share 9% of their portfolios | SBI FLEXICAP and HDFC Mid Cap share 13% of their portfolios | SBI FLEXICAP and Aditya Birla Sun Life Flexi Cap share 29% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI FLEXICAP share 9% of their portfolios | itself | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and SBI FLEXICAP share 13% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | itself | HDFC Mid Cap and Aditya Birla Sun Life Flexi Cap share 16% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and SBI FLEXICAP share 29% of their portfolios | Aditya Birla Sun Life Flexi Cap and Motilal Oswal Midcap share 7% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Mid Cap share 16% of their portfolios | itself |
Closest pair: SBI FLEXICAP FUND and Aditya Birla Sun Life Flexi Cap Fund share 29% 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 FLEXICAP | Motilal Oswal Midcap | HDFC Mid Cap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 54% of 109 | 66% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.37% points | 0.92% points | 1.02% points |
| Portfolio turned over a year P1 | 129% | 92% | 38% | 50% |
| Run by P7 | Anup Upadhyay · ≥ 3 mo | Rakesh Shetty · 3.8 yrs | not known | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −2.1% | −0.5% | 6.6% | 7.3% |
| 3 years p.a. | 8.6% | 19.5% | 17.6% | 15.0% |
| 5 years p.a. | 8.2% | 21.1% | 18.9% | 11.6% |
| Deepest fall (max drawdown) | −16.0% | −28.9% | −16.8% | −17.0% |
| Assets (AUM) | ₹22,888 Cr | ₹41,706 Cr | ₹1.07 lakh Cr | ₹27,401 Cr |
| Disclosed history | 5.8 yrs | 4.0 yrs | 10 mo | 13 yrs |
| Holdings · top ten weight | 71 · 36% | 32 · 54% | 81 · 37% | 89 · 28% |
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.