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 | Bandhan Value | Quant Small Cap | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Kotak Mid CapMid Cap | itself | Kotak Mid Cap and Bandhan Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Quant Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap |
| Bandhan ValueValue | Bandhan Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Bandhan Value and Quant Small Cap share 4% of their portfolios | Bandhan Value and Axis Midcap share 5% of their portfolios | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Quant Small Cap and Bandhan Value share 4% of their portfolios | itself | Quant Small Cap and Axis Midcap share 6% of their portfolios | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and Bandhan Value share 5% of their portfolios | Axis Midcap and Quant Small Cap share 6% of their portfolios | itself | Axis Midcap and Motilal Oswal Midcap share 20% 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 Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | itself |
Closest pair: Axis Midcap Fund and Motilal Oswal Midcap Fund share 20% 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 | Bandhan Value | Quant Small Cap | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Small Cap | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | quant Money Managers Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 83% of 109 | 67% of 109 | 69% of 109 | 44% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.44% points | 1.17% points | 0.84% points | 1.36% points | 1.37% points |
| Portfolio turned over a year P1 | not measured | 68% | 75% | 80% | 92% |
| Run by P7 | not known | Daylynn Pinto · ≥ 3.5 yrs | Ankit Pande · ≥ 2.5 yrs | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 4.8% | −1.1% | 12.7% | 6.9% | −0.5% |
| 3 years p.a. | 18.1% | 10.4% | 18.5% | 17.1% | 19.5% |
| 5 years p.a. | 16.8% | 12.8% | 19.2% | 13.5% | 21.1% |
| Deepest fall (max drawdown) | −20.9% | −17.9% | −24.4% | −19.5% | −28.9% |
| Assets (AUM) | ₹64,136 Cr | ₹10,051 Cr | ₹34,069 Cr | ₹32,454 Cr | ₹41,706 Cr |
| Disclosed history | — | 4.9 yrs | 7.5 yrs | 5.9 yrs | 4.0 yrs |
| Holdings · top ten weight | none disclosed | 68 · 47% | 120 · 43% | 91 · 30% | 32 · 54% |
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.