Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Growth Mid Cap share 12% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | itself | 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 |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | 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 ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 12% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap Fund share 49% 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.
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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | HDFC Large Cap | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | ICICI Prudential Asset Management Company Limited | HDFC 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 | 90% of 109 | 51% of 109 | 54% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.81% points | 0.70% points | 1.37% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 45% | 45% | 92% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Vaibhav Dusad · 5.7 yrs | not known | Rakesh Shetty · 3.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | −5.3% | −3.2% | −0.5% | 7.0% |
| 3 years p.a. | 14.6% | 10.6% | 9.1% | 19.5% | 18.6% |
| 5 years p.a. | 11.8% | 10.9% | 10.6% | 21.1% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −15.4% | −16.4% | −28.9% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹80,822 Cr | ₹40,166 Cr | ₹41,706 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 13 yrs | 1.8 yrs | 4.0 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 93 · 47% | 50 · 53% | 32 · 54% | 105 · 25% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.