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 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 | Motilal Oswal Midcap | SBI MIDCAP | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Mirae Asset Large CapLarge Cap | itself | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios | itself | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Nippon India Large Cap share 6% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself | SBI MIDCAP and Nippon India Large Cap share 4% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | Nippon India Large Cap and Motilal Oswal Midcap share 6% of their portfolios | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios | itself | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Nippon India Large Cap Fund share 59% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Motilal Oswal Midcap | SBI MIDCAP | Nippon India Large Cap | Axis Large Cap |
|---|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 54% of 109 | 38% of 109 | 73% of 109 | 47% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.37% points | 1.09% points | 1.01% points | 1.21% points |
| Portfolio turned over a year P1 | 53% | 92% | 80% | 57% | 73% |
| Run by P7 | Gaurav Misra · 7.7 yrs | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo | Sailesh Raj Bhan · 19 yrs | not known |
| 1-year return | −3.3% | −0.5% | 3.8% | −4.7% | −3.2% |
| 3 years p.a. | 8.6% | 19.5% | 11.0% | 11.1% | 9.2% |
| 5 years p.a. | 7.8% | 21.1% | 13.5% | 12.8% | 5.8% |
| Deepest fall (max drawdown) | −15.8% | −28.9% | −17.9% | −15.4% | −15.5% |
| Assets (AUM) | ₹38,599 Cr | ₹41,706 Cr | ₹24,349 Cr | ₹52,344 Cr | ₹30,395 Cr |
| Disclosed history | 5.1 yrs | 4.0 yrs | 5.8 yrs | 13 yrs | 5.9 yrs |
| Holdings · top ten weight | 76 · 48% | 32 · 54% | 64 · 28% | 69 · 45% | 49 · 48% |
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.