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 | Parag Parikh Flexi Cap | Kotak Mid Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Parag Parikh Flexi Cap share 5% 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 |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios | itself | HDFC Large Cap and Parag Parikh Flexi Cap share 27% 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 |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and DSP Midcap share 5% of their portfolios | Parag Parikh Flexi Cap and HDFC Large Cap share 27% of their portfolios | itself | Parag Parikh Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Parag Parikh Flexi Cap and Motilal Oswal Midcap share 0% 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 Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Motilal Oswal Midcap: 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 Parag Parikh Flexi Cap share 0% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Large Cap Fund and Parag Parikh Flexi Cap Fund share 27% 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 | Parag Parikh Flexi Cap | Kotak Mid Cap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 51% of 109 | 91% of 109 | 83% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.70% points | 0.84% points | 1.44% points | 1.37% points |
| Portfolio turned over a year P1 | 56% | 45% | 29% | not measured | 92% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | not known | Rajeev Thakkar · 13 yrs | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 3.6% | −3.2% | −5.1% | 4.8% | −0.5% |
| 3 years p.a. | 14.6% | 9.1% | 12.8% | 18.1% | 19.5% |
| 5 years p.a. | 11.8% | 10.6% | 11.5% | 16.8% | 21.1% |
| Deepest fall (max drawdown) | −21.2% | −16.4% | −11.0% | −20.9% | −28.9% |
| Assets (AUM) | ₹20,871 Cr | ₹40,166 Cr | ₹1.46 lakh Cr | ₹64,136 Cr | ₹41,706 Cr |
| Disclosed history | 13 yrs | 1.8 yrs | 5.0 yrs | — | 4.0 yrs |
| Holdings · top ten weight | 66 · 30% | 50 · 53% | 116 · 52% | none disclosed | 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.