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 | DSP Midcap | Mirae Asset Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MIDCAP |
|---|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap |
| DSP MidcapMid Cap | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios | itself | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MIDCAP share 6% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and DSP Midcap share 20% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 6% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | DSP Midcap | Mirae Asset Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | DSP Asset Managers Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 43% of 109 | 64% of 109 | 90% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.02% points | 1.06% points | 0.81% points | 1.09% points |
| Portfolio turned over a year P1 | not measured | 56% | 53% | 45% | 80% |
| Run by P7 | not known | Vinit Sambre · ≥ 1.2 yrs | Gaurav Misra · 7.7 yrs | Vaibhav Dusad · 5.7 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 4.8% | 3.6% | −3.3% | −5.3% | 3.8% |
| 3 years p.a. | 18.1% | 14.6% | 8.6% | 10.6% | 11.0% |
| 5 years p.a. | 16.8% | 11.8% | 7.8% | 10.9% | 13.5% |
| Deepest fall (max drawdown) | −20.9% | −21.2% | −15.8% | −15.4% | −17.9% |
| Assets (AUM) | ₹64,136 Cr | ₹20,871 Cr | ₹38,599 Cr | ₹80,822 Cr | ₹24,349 Cr |
| Disclosed history | — | 13 yrs | 5.1 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | none disclosed | 66 · 30% | 76 · 48% | 93 · 47% | 64 · 28% |
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.