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 | Mirae Asset Large Cap | HDFC Large Cap | DSP Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | HDFC Mid Cap and HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and DSP Midcap share 33% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and DSP Midcap share 11% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and HDFC Mid Cap share 33% of their portfolios | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | itself | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and HDFC Large Cap Fund share 49% 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 | Mirae Asset Large Cap | HDFC Large Cap | DSP Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 64% of 109 | 51% of 109 | 43% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.06% points | 0.70% points | 1.02% points | 1.37% points |
| Portfolio turned over a year P1 | 38% | 53% | 45% | 56% | 92% |
| Run by P7 | not known | Gaurav Misra · 7.7 yrs | not known | Vinit Sambre · ≥ 1.2 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 6.6% | −3.3% | −3.2% | 3.6% | −0.5% |
| 3 years p.a. | 17.6% | 8.6% | 9.1% | 14.6% | 19.5% |
| 5 years p.a. | 18.9% | 7.8% | 10.6% | 11.8% | 21.1% |
| Deepest fall (max drawdown) | −16.8% | −15.8% | −16.4% | −21.2% | −28.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹38,599 Cr | ₹40,166 Cr | ₹20,871 Cr | ₹41,706 Cr |
| Disclosed history | 10 mo | 5.1 yrs | 1.8 yrs | 13 yrs | 4.0 yrs |
| Holdings · top ten weight | 81 · 37% | 76 · 48% | 50 · 53% | 66 · 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.