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.
4 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 | HSBC Value | SBI 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 HSBC Value share 31% of their portfolios | Mirae Asset Large Cap and SBI Large Cap share 50% 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 HSBC Value share 4% of their portfolios | Motilal Oswal Midcap and SBI Large Cap share 7% of their portfolios |
| HSBC ValueValue | HSBC Value and Mirae Asset Large Cap share 31% of their portfolios | HSBC Value and Motilal Oswal Midcap share 4% of their portfolios | itself | HSBC Value and SBI Large Cap share 26% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Mirae Asset Large Cap share 50% of their portfolios | SBI Large Cap and Motilal Oswal Midcap share 7% of their portfolios | SBI Large Cap and HSBC Value share 26% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and SBI Large Cap Fund share 50% 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 | HSBC Value | SBI Large Cap |
|---|---|---|---|---|
| Category | Large Cap | Mid Cap | Value | Large Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Motilal Oswal Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 64% of 109 | 54% of 109 | 100% of 11 | 45% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.06% points | 1.37% points | 1.12% points | 0.93% points |
| Portfolio turned over a year P1 | 53% | 92% | 75% | 59% |
| Run by P7 | Gaurav Misra · 7.7 yrs | Rakesh Shetty · 3.8 yrs | Venugopal Manghat · 14 yrs | Saurabh Pant · ≥ 3 mo |
| 1-year return | −3.3% | −0.5% | 2.4% | −1.6% |
| 3 years p.a. | 8.6% | 19.5% | 15.9% | 9.2% |
| 5 years p.a. | 7.8% | 21.1% | — | 9.0% |
| Deepest fall (max drawdown) | −15.8% | −28.9% | −19.6% | −15.4% |
| Assets (AUM) | ₹38,599 Cr | ₹41,706 Cr | ₹15,373 Cr | ₹55,417 Cr |
| Disclosed history | 5.1 yrs | 4.0 yrs | 3.8 yrs | 5.8 yrs |
| Holdings · top ten weight | 76 · 48% | 32 · 54% | 86 · 32% | 57 · 47% |
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.