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 Large & 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 | Kotak Large & Mid Cap | Bandhan Large & Mid Cap | Motilal Oswal Large and Midcap | ICICI Prudential Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|---|---|---|
| Kotak Large & Mid CapLarge & Mid Cap | itself | Kotak Large & Mid Cap and Bandhan Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | Kotak Large & Mid Cap and Motilal Oswal Large and Midcap: no portfolio disclosed for Kotak Large & Mid Cap | Kotak Large & Mid Cap and ICICI Prudential Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | Kotak Large & Mid Cap and SBI LARGE & MIDCAP: no portfolio disclosed for Kotak Large & Mid Cap |
| Bandhan Large & Mid CapLarge & Mid Cap | Bandhan Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | itself | Bandhan Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios | Bandhan Large & Mid Cap and ICICI Prudential Large & Mid Cap share 17% of their portfolios | Bandhan Large & Mid Cap and SBI LARGE & MIDCAP share 22% of their portfolios |
| Motilal Oswal Large and MidcapLarge & Mid Cap | Motilal Oswal Large and Midcap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | Motilal Oswal Large and Midcap and Bandhan Large & Mid Cap share 10% of their portfolios | itself | Motilal Oswal Large and Midcap and ICICI Prudential Large & Mid Cap share 10% of their portfolios | Motilal Oswal Large and Midcap and SBI LARGE & MIDCAP share 3% of their portfolios |
| ICICI Prudential Large & Mid CapLarge & Mid Cap | ICICI Prudential Large & Mid Cap and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% of their portfolios | ICICI Prudential Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios | itself | ICICI Prudential Large & Mid Cap and SBI LARGE & MIDCAP share 19% of their portfolios |
| SBI LARGE & MIDCAPLarge & Mid Cap | SBI LARGE & MIDCAP and Kotak Large & Mid Cap: no portfolio disclosed for Kotak Large & Mid Cap | SBI LARGE & MIDCAP and Bandhan Large & Mid Cap share 22% of their portfolios | SBI LARGE & MIDCAP and Motilal Oswal Large and Midcap share 3% of their portfolios | SBI LARGE & MIDCAP and ICICI Prudential Large & Mid Cap share 19% of their portfolios | itself |
Closest pair: Bandhan Large & Mid Cap Fund and SBI LARGE & MIDCAP FUND share 22% 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.
Kotak Large & Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Kotak Large & Mid Cap | Bandhan Large & Mid Cap | Motilal Oswal Large and Midcap | ICICI Prudential Large & Mid Cap | SBI LARGE & MIDCAP |
|---|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | Motilal Oswal Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 85% of 109 | 63% of 109 | 94% of 48 | 53% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.34% points | 1.50% points | 1.71% points | 1.03% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | 166% | 100% | 113% | 70% |
| Run by P7 | not known | Manish Gunwani · ≥ 3.5 yrs | Rakesh Shetty · 3.8 yrs | Gaurav Jain · 3 mo | Saurabh Pant · ≥ 3 mo |
| 1-year return | 1.4% | 4.1% | 7.3% | 0.8% | 0.9% |
| 3 years p.a. | 13.6% | 18.2% | 22.5% | 15.3% | 12.7% |
| 5 years p.a. | 13.7% | 16.9% | 19.2% | 14.9% | 13.4% |
| Deepest fall (max drawdown) | −18.5% | −17.9% | −26.1% | −14.8% | −14.2% |
| Assets (AUM) | ₹30,228 Cr | ₹19,777 Cr | ₹19,374 Cr | ₹33,351 Cr | ₹42,320 Cr |
| Disclosed history | — | 4.9 yrs | 6.9 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 136 · 27% | 36 · 45% | 123 · 31% | 94 · 31% |
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.