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 | ICICI Prudential Flexi Cap | Motilal Oswal Midcap | Axis Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and ICICI Prudential Flexi Cap share 5% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and HDFC Mid Cap share 5% of their portfolios | itself | ICICI Prudential Flexi Cap and Motilal Oswal Midcap share 12% of their portfolios | ICICI Prudential Flexi Cap and Axis Midcap share 16% of their portfolios | ICICI Prudential Flexi Cap and SBI MIDCAP share 2% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Flexi Cap share 12% of their portfolios | itself | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and ICICI Prudential Flexi Cap share 16% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | itself | Axis Midcap and SBI MIDCAP share 24% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and ICICI Prudential Flexi Cap share 2% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | itself |
Closest pair: HDFC Mid Cap Fund and Axis Midcap Fund share 31% 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 | ICICI Prudential Flexi Cap | Motilal Oswal Midcap | Axis Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 96% of 27 | 54% of 109 | 44% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.28% points | 1.37% points | 1.36% points | 1.09% points |
| Portfolio turned over a year P1 | 38% | 52% | 92% | 80% | 80% |
| Run by P7 | not known | Rajat Chandak · 5.2 yrs | Rakesh Shetty · 3.8 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.6% | 3.8% | −0.5% | 6.9% | 3.8% |
| 3 years p.a. | 17.6% | 16.2% | 19.5% | 17.1% | 11.0% |
| 5 years p.a. | 18.9% | 15.0% | 21.1% | 13.5% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −19.7% | −28.9% | −19.5% | −17.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹25,256 Cr | ₹41,706 Cr | ₹32,454 Cr | ₹24,349 Cr |
| Disclosed history | 10 mo | 5.2 yrs | 4.0 yrs | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 81 · 37% | 80 · 45% | 32 · 54% | 91 · 30% | 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.