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 Small Cap | Kotak Flexi Cap | Motilal Oswal Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios | itself | BANDHAN Small Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Flexi Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and BANDHAN Small Cap share 3% of their portfolios | Motilal Oswal Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and BANDHAN Small Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Mid Cap Fund and Motilal Oswal Midcap Fund, share 9%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what was wanted.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 Small Cap | Kotak Flexi Cap | Motilal Oswal Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Bandhan AMC Limited | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 75% of 44 | 45% of 109 | 54% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 2.00% points | 1.09% points | 1.37% points | 1.44% points |
| Portfolio turned over a year P1 | 38% | 68% | not measured | 92% | not measured |
| Run by P7 | not known | Kirthi Jain · ≥ 2.8 yrs | not known | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 6.6% | 10.4% | −1.6% | −0.5% | 4.8% |
| 3 years p.a. | 17.6% | 25.3% | 11.5% | 19.5% | 18.1% |
| 5 years p.a. | 18.9% | 20.0% | 10.6% | 21.1% | 16.8% |
| Deepest fall (max drawdown) | −16.8% | −22.8% | −16.3% | −28.9% | −20.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹31,103 Cr | ₹54,857 Cr | ₹41,706 Cr | ₹64,136 Cr |
| Disclosed history | 10 mo | 4.3 yrs | — | 4.0 yrs | — |
| Holdings · top ten weight | 81 · 37% | 265 · 30% | none disclosed | 32 · 54% | none disclosed |
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.