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 | Bandhan Value | Axis Multicap | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Bandhan Value share 10% of their portfolios | HDFC Mid Cap and Axis Multicap share 16% 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 |
| Bandhan ValueValue | Bandhan Value and HDFC Mid Cap share 10% of their portfolios | itself | Bandhan Value and Axis Multicap share 14% of their portfolios | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and SBI MIDCAP share 7% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Mid Cap share 16% of their portfolios | Axis Multicap and Bandhan Value share 14% of their portfolios | itself | Axis Multicap and Motilal Oswal Midcap share 17% of their portfolios | Axis Multicap and SBI MIDCAP share 12% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and Axis Multicap share 17% 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 Bandhan Value share 7% of their portfolios | SBI MIDCAP and Axis Multicap share 12% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself |
Closest pair: Axis Multicap Fund and Motilal Oswal Midcap Fund share 17% 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 | Bandhan Value | Axis Multicap | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Multi Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Bandhan AMC 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 | 67% of 109 | 100% of 22 | 54% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.17% points | 1.45% points | 1.37% points | 1.09% points |
| Portfolio turned over a year P1 | 38% | 68% | 96% | 92% | 80% |
| Run by P7 | not known | Daylynn Pinto · ≥ 3.5 yrs | not known | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.6% | −1.1% | 9.8% | −0.5% | 3.8% |
| 3 years p.a. | 17.6% | 10.4% | 20.0% | 19.5% | 11.0% |
| 5 years p.a. | 18.9% | 12.8% | — | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −17.9% | −18.1% | −28.9% | −17.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹10,051 Cr | ₹9,775 Cr | ₹41,706 Cr | ₹24,349 Cr |
| Disclosed history | 10 mo | 4.9 yrs | 5.2 yrs | 4.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 81 · 37% | 68 · 47% | 114 · 23% | 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.