Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 | Nippon India Small Cap | SBI MultiCap | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios | HDFC Mid Cap and SBI MultiCap 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 |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and HDFC Mid Cap share 11% of their portfolios | itself | Nippon India Small Cap and SBI MultiCap share 10% of their portfolios | Nippon India Small Cap and Motilal Oswal Midcap share 5% of their portfolios | Nippon India Small Cap and SBI MIDCAP share 6% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Mid Cap share 9% of their portfolios | SBI MultiCap and Nippon India Small Cap share 10% of their portfolios | itself | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios | SBI MultiCap and SBI MIDCAP share 16% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and Nippon India Small Cap share 5% of their portfolios | Motilal Oswal Midcap and SBI MultiCap share 8% 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 Nippon India Small Cap share 6% of their portfolios | SBI MIDCAP and SBI MultiCap share 16% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself |
Closest pair: SBI MultiCap Fund and SBI MIDCAP FUND share 16% 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 | Nippon India Small Cap | SBI MultiCap | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 90% of 109 | 0% of 19 | 54% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.10% points | 1.00% points | 1.37% points | 1.09% points |
| Portfolio turned over a year P1 | 38% | 68% | 85% | 92% | 80% |
| Run by P7 | not known | Samir Rachh · 9.6 yrs | Bectors Food · ≥ 3 mo | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.6% | 8.9% | −0.6% | −0.5% | 3.8% |
| 3 years p.a. | 17.6% | 16.1% | 13.3% | 19.5% | 11.0% |
| 5 years p.a. | 18.9% | 19.0% | — | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −24.2% | −15.1% | −28.9% | −17.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹76,236 Cr | ₹24,138 Cr | ₹41,706 Cr | ₹24,349 Cr |
| Disclosed history | 10 mo | 14 yrs | 3.7 yrs | 4.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 81 · 37% | 257 · 16% | 72 · 30% | 32 · 54% | 64 · 28% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.