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 | Invesco India Mid Cap | SBI MIDCAP | Kotak Mid Cap | Motilal Oswal Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Invesco India Mid CapMid Cap | itself | Invesco India Mid Cap and SBI MIDCAP share 15% of their portfolios | Invesco India Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Invesco India Mid Cap and Motilal Oswal Midcap share 17% of their portfolios | Invesco India Mid Cap and HDFC Mid Cap share 20% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Invesco India Mid Cap share 15% of their portfolios | itself | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Invesco India Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Invesco India Mid Cap share 17% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Invesco India Mid Cap share 20% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | itself |
Closest pair: Invesco India Mid Cap Fund and HDFC Mid Cap 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 | Invesco India Mid Cap | SBI MIDCAP | Kotak Mid Cap | Motilal Oswal Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Invesco Asset Management (India) Private Limited | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 82% of 109 | 38% of 109 | 83% of 109 | 54% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.78% points | 1.09% points | 1.44% points | 1.37% points | 0.92% points |
| Portfolio turned over a year P1 | 73% | 80% | not measured | 92% | 38% |
| Run by P7 | Aditya Khemani · ≥ 1 mo | Bhavin Vithlani · ≥ 3 mo | not known | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 9.4% | 3.8% | 4.8% | −0.5% | 6.6% |
| 3 years p.a. | 24.3% | 11.0% | 18.1% | 19.5% | 17.6% |
| 5 years p.a. | 19.8% | 13.5% | 16.8% | 21.1% | 18.9% |
| Deepest fall (max drawdown) | −20.1% | −17.9% | −20.9% | −28.9% | −16.8% |
| Assets (AUM) | ₹14,372 Cr | ₹24,349 Cr | ₹64,136 Cr | ₹41,706 Cr | ₹1.07 lakh Cr |
| Disclosed history | 11 yrs | 5.8 yrs | — | 4.0 yrs | 10 mo |
| Holdings · top ten weight | 43 · 50% | 64 · 28% | none disclosed | 32 · 54% | 81 · 37% |
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.