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 | Canara Robeco Large Cap | Kotak Mid Cap | Nippon India Growth Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Canara Robeco Large Cap share 15% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios | itself | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and DSP Midcap share 15% of their portfolios | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | itself | Canara Robeco Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Canara Robeco Large Cap and Nippon India Growth Mid Cap share 16% of their portfolios | Canara Robeco Large Cap and SBI MIDCAP share 1% 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 Canara Robeco Large Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap |
| 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 Canara Robeco Large Cap share 16% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and DSP Midcap share 20% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Canara Robeco Large Cap share 1% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Canara Robeco Large Cap Fund share 56% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Canara Robeco Large Cap | Kotak Mid Cap | Nippon India Growth Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 51% of 109 | 72% of 109 | 83% of 109 | 87% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.70% points | 1.38% points | 1.44% points | 0.86% points | 1.09% points |
| Portfolio turned over a year P1 | 56% | 45% | 40% | not measured | 52% | 80% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 3.6% | −3.2% | −4.0% | 4.8% | 7.0% | 3.8% |
| 3 years p.a. | 14.6% | 9.1% | 10.4% | 18.1% | 18.6% | 11.0% |
| 5 years p.a. | 11.8% | 10.6% | 9.0% | 16.8% | 18.0% | 13.5% |
| Deepest fall (max drawdown) | −21.2% | −16.4% | −14.8% | −20.9% | −19.9% | −17.9% |
| Assets (AUM) | ₹20,871 Cr | ₹40,166 Cr | ₹17,092 Cr | ₹64,136 Cr | ₹48,143 Cr | ₹24,349 Cr |
| Disclosed history | 13 yrs | 1.8 yrs | 4.8 yrs | — | 14 yrs | 5.8 yrs |
| Holdings · top ten weight | 66 · 30% | 50 · 53% | 63 · 47% | none disclosed | 105 · 25% | 64 · 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.