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.
3 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 | HSBC Small Cap | Motilal Oswal Midcap |
|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and HSBC Small Cap share 9% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios |
| HSBC Small CapSmall Cap | HSBC Small Cap and HDFC Mid Cap share 9% of their portfolios | itself | HSBC Small Cap and Motilal Oswal Midcap share 5% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and HSBC Small Cap share 5% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Mid Cap Fund and HSBC Small Cap 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 you wanted.
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 | HSBC Small Cap | Motilal Oswal Midcap |
|---|---|---|---|
| Category | Mid Cap | Small Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 0% of 11 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.21% points | 1.37% points |
| Portfolio turned over a year P1 | 38% | 83% | 92% |
| Run by P7 | not known | Venugopal Manghat · 6.7 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 6.6% | 12.5% | −0.5% |
| 3 years p.a. | 17.6% | 15.6% | 19.5% |
| 5 years p.a. | 18.9% | — | 21.1% |
| Deepest fall (max drawdown) | −16.8% | −27.2% | −28.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹19,076 Cr | ₹41,706 Cr |
| Disclosed history | 10 mo | 3.8 yrs | 4.0 yrs |
| Holdings · top ten weight | 81 · 37% | 115 · 20% | 32 · 54% |
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.