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 | SBI FLEXICAP | Kotak Flexi Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and SBI FLEXICAP share 14% of their portfolios | DSP Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi 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 |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and DSP Midcap share 14% of their portfolios | itself | SBI FLEXICAP and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | SBI FLEXICAP and Motilal Oswal Midcap share 9% of their portfolios | SBI FLEXICAP and Nippon India Growth Mid Cap share 18% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and DSP Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and SBI FLEXICAP: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Flexi Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | Motilal Oswal Midcap and SBI FLEXICAP share 9% of their portfolios | Motilal Oswal Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi 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 SBI FLEXICAP share 18% of their portfolios | Nippon India Growth Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Nippon India Growth Mid Cap Fund share 36% 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 Flexi 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 | SBI FLEXICAP | Kotak Flexi Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | SBI Funds Management 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 | 58% of 109 | 45% of 109 | 54% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.03% points | 1.09% points | 1.37% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 129% | not measured | 92% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Anup Upadhyay · ≥ 3 mo | not known | Rakesh Shetty · 3.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | −2.1% | −1.6% | −0.5% | 7.0% |
| 3 years p.a. | 14.6% | 8.6% | 11.5% | 19.5% | 18.6% |
| 5 years p.a. | 11.8% | 8.2% | 10.6% | 21.1% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −16.0% | −16.3% | −28.9% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹22,888 Cr | ₹54,857 Cr | ₹41,706 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 5.8 yrs | — | 4.0 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 71 · 36% | 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.