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 | DSP Midcap | Quant Small Cap | ICICI Prudential Multi Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Quant Small Cap share 5% of their portfolios | DSP Midcap and ICICI Prudential Multi Cap share 25% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and DSP Midcap share 5% of their portfolios | itself | Quant Small Cap and ICICI Prudential Multi Cap share 7% of their portfolios | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and Axis Midcap share 6% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and DSP Midcap share 25% of their portfolios | ICICI Prudential Multi Cap and Quant Small Cap share 7% of their portfolios | itself | ICICI Prudential Multi Cap and Motilal Oswal Midcap share 14% of their portfolios | ICICI Prudential Multi Cap and Axis Midcap share 24% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | itself | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and DSP Midcap share 43% of their portfolios | Axis Midcap and Quant Small Cap share 6% of their portfolios | Axis Midcap and ICICI Prudential Multi Cap share 24% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Axis Midcap Fund share 43% 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 | DSP Midcap | Quant Small Cap | ICICI Prudential Multi Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | quant Money Managers Limited | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 69% of 109 | 49% of 109 | 54% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.84% points | 1.03% points | 1.37% points | 1.36% points |
| Portfolio turned over a year P1 | 56% | 75% | 108% | 92% | 80% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Ankit Pande · ≥ 2.5 yrs | Lalit Kumar · 1.1 yrs | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 3.6% | 12.7% | 6.8% | −0.5% | 6.9% |
| 3 years p.a. | 14.6% | 18.5% | 15.9% | 19.5% | 17.1% |
| 5 years p.a. | 11.8% | 19.2% | 15.0% | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −21.2% | −24.4% | −17.3% | −28.9% | −19.5% |
| Assets (AUM) | ₹20,871 Cr | ₹34,069 Cr | ₹19,305 Cr | ₹41,706 Cr | ₹32,454 Cr |
| Disclosed history | 13 yrs | 7.5 yrs | 11 yrs | 4.0 yrs | 5.9 yrs |
| Holdings · top ten weight | 66 · 30% | 120 · 43% | 167 · 24% | 32 · 54% | 91 · 30% |
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.