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 | HDFC Mid Cap | HDFC Large Cap | Axis Small Cap | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and Axis Small Cap share 9% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios | itself | HDFC Large Cap and Axis Small Cap share 5% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and HDFC Mid Cap share 9% of their portfolios | Axis Small Cap and HDFC Large Cap share 5% of their portfolios | itself | Axis Small Cap and Motilal Oswal Midcap share 3% of their portfolios | Axis Small Cap and SBI MIDCAP share 4% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Axis Small Cap share 3% of their portfolios | itself | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Axis Small Cap share 4% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself |
Closest pair: HDFC Mid Cap Fund and SBI MIDCAP FUND share 13% 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 | HDFC Mid Cap | HDFC Large Cap | Axis Small Cap | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 51% of 109 | 42% of 109 | 54% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.70% points | 1.44% points | 1.37% points | 1.09% points |
| Portfolio turned over a year P1 | 38% | 45% | 63% | 92% | 80% |
| Run by P7 | not known | not known | not known | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.6% | −3.2% | 10.0% | −0.5% | 3.8% |
| 3 years p.a. | 17.6% | 9.1% | 16.2% | 19.5% | 11.0% |
| 5 years p.a. | 18.9% | 10.6% | 16.4% | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −16.4% | −19.4% | −28.9% | −17.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹40,166 Cr | ₹27,535 Cr | ₹41,706 Cr | ₹24,349 Cr |
| Disclosed history | 10 mo | 1.8 yrs | 5.9 yrs | 4.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 81 · 37% | 50 · 53% | 132 · 25% | 32 · 54% | 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.