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 | Kotak Mid Cap | SBI Large Cap | Bandhan Value | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and SBI Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Bandhan Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| SBI Large CapLarge Cap | SBI Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | SBI Large Cap and Bandhan Value share 37% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Bandhan Value and SBI Large Cap share 37% of their portfolios | itself | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% 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 Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Bandhan Value Fund share 37% 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 | Kotak Mid Cap | SBI Large Cap | Bandhan Value | Motilal Oswal Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Value | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | Bandhan AMC Limited | Motilal Oswal Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 45% of 109 | 67% of 109 | 54% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 0.93% points | 1.17% points | 1.37% points | 0.86% points |
| Portfolio turned over a year P1 | not measured | 59% | 68% | 92% | 52% |
| Run by P7 | not known | Saurabh Pant · ≥ 3 mo | Daylynn Pinto · ≥ 3.5 yrs | Rakesh Shetty · 3.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 4.8% | −1.6% | −1.1% | −0.5% | 7.0% |
| 3 years p.a. | 18.1% | 9.2% | 10.4% | 19.5% | 18.6% |
| 5 years p.a. | 16.8% | 9.0% | 12.8% | 21.1% | 18.0% |
| Deepest fall (max drawdown) | −20.9% | −15.4% | −17.9% | −28.9% | −19.9% |
| Assets (AUM) | ₹64,136 Cr | ₹55,417 Cr | ₹10,051 Cr | ₹41,706 Cr | ₹48,143 Cr |
| Disclosed history | — | 5.8 yrs | 4.9 yrs | 4.0 yrs | 14 yrs |
| Holdings · top ten weight | none disclosed | 57 · 47% | 68 · 47% | 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.