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 Large 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 Large Cap | Motilal Oswal Midcap | UTI Value | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|
| SBI Large CapLarge Cap | itself | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios | SBI Large Cap and UTI Value share 42% of their portfolios | SBI Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios | itself | Motilal Oswal Midcap and UTI Value share 4% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios |
| UTI ValueValue | UTI Value and SBI Large Cap share 42% of their portfolios | UTI Value and Motilal Oswal Midcap share 4% of their portfolios | itself | UTI Value and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 50% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Large Cap share 52% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and UTI Value share 50% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 52% 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 Large Cap | Motilal Oswal Midcap | UTI Value | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Value | Large Cap |
| Fund house | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 45% of 109 | 54% of 109 | 37% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.93% points | 1.37% points | 0.79% points | 0.81% points |
| Portfolio turned over a year P1 | 59% | 92% | 47% | 45% |
| Run by P7 | Saurabh Pant · ≥ 3 mo | Rakesh Shetty · 3.8 yrs | Amit Premchandani · 8.6 yrs | Vaibhav Dusad · 5.7 yrs |
| 1-year return | −1.6% | −0.5% | −4.1% | −5.3% |
| 3 years p.a. | 9.2% | 19.5% | 12.1% | 10.6% |
| 5 years p.a. | 9.0% | 21.1% | 11.0% | 10.9% |
| Deepest fall (max drawdown) | −15.4% | −28.9% | −17.2% | −15.4% |
| Assets (AUM) | ₹55,417 Cr | ₹41,706 Cr | ₹9,603 Cr | ₹80,822 Cr |
| Disclosed history | 5.8 yrs | 4.0 yrs | 12 yrs | 13 yrs |
| Holdings · top ten weight | 57 · 47% | 32 · 54% | 71 · 41% | 93 · 47% |
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.