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 & 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 | Bandhan Large & Mid Cap | ICICI Prudential Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|---|
| Bandhan Large & Mid CapLarge & Mid Cap | itself | Bandhan Large & Mid Cap and ICICI Prudential Large & Mid Cap share 17% of their portfolios | Bandhan Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios |
| ICICI Prudential Large & Mid CapLarge & Mid Cap | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% of their portfolios | itself | ICICI Prudential Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios |
| Motilal Oswal Large and MidcapLarge & Mid Cap | Motilal Oswal Large and Midcap and Bandhan Large & Mid Cap share 10% of their portfolios | Motilal Oswal Large and Midcap and ICICI Prudential Large & Mid Cap share 10% of their portfolios | itself |
Closest pair: Bandhan Large & Mid Cap Fund and ICICI Prudential Large & Mid Cap Fund share 17% 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 | Bandhan Large & Mid Cap | ICICI Prudential Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Bandhan AMC Limited | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 63% of 109 | 53% of 109 | 94% of 48 |
| Regular plan costs more than Direct by, a year P5 | 1.50% points | 1.03% points | 1.71% points |
| Portfolio turned over a year P1 | 166% | 113% | 100% |
| Run by P7 | Manish Gunwani · ≥ 3.5 yrs | Gaurav Jain · 3 mo | Rakesh Shetty · 3.8 yrs |
| 1-year return | 4.1% | 0.8% | 7.3% |
| 3 years p.a. | 18.2% | 15.3% | 22.5% |
| 5 years p.a. | 16.9% | 14.9% | 19.2% |
| Deepest fall (max drawdown) | −17.9% | −14.8% | −26.1% |
| Assets (AUM) | ₹19,777 Cr | ₹33,351 Cr | ₹19,374 Cr |
| Disclosed history | 4.9 yrs | 13 yrs | 6.9 yrs |
| Holdings · top ten weight | 136 · 27% | 123 · 31% | 36 · 45% |
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.