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 | Motilal Oswal Midcap | ICICI Prudential Multi Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | DSP Midcap and ICICI Prudential Multi Cap share 25% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and Mirae Asset Midcap share 22% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | itself | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and DSP Midcap share 25% of their portfolios | ICICI Prudential Multi Cap and Motilal Oswal Midcap share 14% of their portfolios | itself | ICICI Prudential Multi Cap and SBI MIDCAP share 12% of their portfolios | ICICI Prudential Multi Cap and Mirae Asset Midcap share 16% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and DSP Midcap share 20% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and ICICI Prudential Multi Cap share 12% of their portfolios | itself | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and DSP Midcap share 22% of their portfolios | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios | Mirae Asset Midcap and ICICI Prudential Multi Cap share 16% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: DSP Midcap Fund and ICICI Prudential Multi Cap Fund share 25% 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 | Motilal Oswal Midcap | ICICI Prudential Multi Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | Motilal Oswal Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 54% of 109 | 49% of 109 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.37% points | 1.03% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 56% | 92% | 108% | 80% | 89% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Rakesh Shetty · 3.8 yrs | Lalit Kumar · 1.1 yrs | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 3.6% | −0.5% | 6.8% | 3.8% | 9.1% |
| 3 years p.a. | 14.6% | 19.5% | 15.9% | 11.0% | 16.4% |
| 5 years p.a. | 11.8% | 21.1% | 15.0% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −21.2% | −28.9% | −17.3% | −17.9% | −22.5% |
| Assets (AUM) | ₹20,871 Cr | ₹41,706 Cr | ₹19,305 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 13 yrs | 4.0 yrs | 11 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 66 · 30% | 32 · 54% | 167 · 24% | 64 · 28% | 68 · 32% |
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.