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 Large 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 | Mirae Asset Large Cap | Kotak Mid Cap | DSP Midcap |
|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap |
| DSP MidcapMid Cap | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
No two of these hold much of the same portfolio. The closest pair, Mirae Asset Large Cap Fund and DSP Midcap Fund, share 10%. 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | Mirae Asset Large Cap | Kotak Mid Cap | DSP Midcap |
|---|---|---|---|
| Category | Large Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Kotak Mahindra Asset Management Company Limited. | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 83% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.44% points | 1.02% points |
| Portfolio turned over a year P1 | 53% | not measured | 56% |
| Run by P7 | Gaurav Misra · 7.7 yrs | not known | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | −3.3% | 4.8% | 3.6% |
| 3 years p.a. | 8.6% | 18.1% | 14.6% |
| 5 years p.a. | 7.8% | 16.8% | 11.8% |
| Deepest fall (max drawdown) | −15.8% | −20.9% | −21.2% |
| Assets (AUM) | ₹38,599 Cr | ₹64,136 Cr | ₹20,871 Cr |
| Disclosed history | 5.1 yrs | — | 13 yrs |
| Holdings · top ten weight | 76 · 48% | none disclosed | 66 · 30% |
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.