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.
6 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 | HDFC Large Cap | Bandhan Value | Kotak Mid Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Bandhan Value share 6% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios | itself | HDFC Large Cap and Bandhan Value share 37% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| Bandhan ValueValue | Bandhan Value and DSP Midcap share 6% of their portfolios | Bandhan Value and HDFC Large Cap share 37% of their portfolios | itself | Bandhan Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Bandhan Value: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Bandhan Value Fund share 37% 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 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 | DSP Midcap | HDFC Large Cap | Bandhan Value | Kotak Mid Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Value | Mid Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 51% of 109 | 67% of 109 | 83% of 109 | 54% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.70% points | 1.17% points | 1.44% points | 1.37% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 45% | 68% | not measured | 92% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | not known | Daylynn Pinto · ≥ 3.5 yrs | not known | Rakesh Shetty · 3.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | −3.2% | −1.1% | 4.8% | −0.5% | 7.0% |
| 3 years p.a. | 14.6% | 9.1% | 10.4% | 18.1% | 19.5% | 18.6% |
| 5 years p.a. | 11.8% | 10.6% | 12.8% | 16.8% | 21.1% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −16.4% | −17.9% | −20.9% | −28.9% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹40,166 Cr | ₹10,051 Cr | ₹64,136 Cr | ₹41,706 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 1.8 yrs | 4.9 yrs | — | 4.0 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 50 · 53% | 68 · 47% | none disclosed | 32 · 54% | 105 · 25% |
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.