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 | HDFC Large Cap | Canara Robeco Large Cap | Nippon India Large Cap | Motilal Oswal 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 Nippon India Large Cap share 11% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% 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 Nippon India Large Cap share 42% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% 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 Nippon India Large Cap share 63% of their portfolios | Canara Robeco Large Cap and Motilal Oswal Midcap share 12% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and DSP Midcap share 11% of their portfolios | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and Canara Robeco Large Cap share 63% of their portfolios | itself | Nippon India Large Cap and Motilal Oswal Midcap share 6% of their portfolios |
| 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 Canara Robeco Large Cap share 12% of their portfolios | Motilal Oswal Midcap and Nippon India Large Cap share 6% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Nippon India Large Cap Fund share 63% 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 | DSP Midcap | HDFC Large Cap | Canara Robeco Large Cap | Nippon India Large Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | Canara Robeco Asset Management Company Limited | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 51% of 109 | 72% of 109 | 73% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.70% points | 1.38% points | 1.01% points | 1.37% points |
| Portfolio turned over a year P1 | 56% | 45% | 40% | 57% | 92% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | not known | Shridatta Bhandwaldar · ≥ 1.1 yrs | Sailesh Raj Bhan · 19 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.6% | −3.2% | −4.0% | −4.7% | −0.5% |
| 3 years p.a. | 14.6% | 9.1% | 10.4% | 11.1% | 19.5% |
| 5 years p.a. | 11.8% | 10.6% | 9.0% | 12.8% | 21.1% |
| Deepest fall (max drawdown) | −21.2% | −16.4% | −14.8% | −15.4% | −28.9% |
| Assets (AUM) | ₹20,871 Cr | ₹40,166 Cr | ₹17,092 Cr | ₹52,344 Cr | ₹41,706 Cr |
| Disclosed history | 13 yrs | 1.8 yrs | 4.8 yrs | 13 yrs | 4.0 yrs |
| Holdings · top ten weight | 66 · 30% | 50 · 53% | 63 · 47% | 69 · 45% | 32 · 54% |
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.