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 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 | Axis Midcap | HDFC Large Cap | HDFC Value | UTI Value | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and HDFC Value share 16% of their portfolios | Axis Midcap and UTI Value share 10% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Midcap share 10% of their portfolios | itself | HDFC Large Cap and HDFC Value share 39% of their portfolios | HDFC Large Cap and UTI Value share 39% of their portfolios | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios |
| HDFC ValueValue | HDFC Value and Axis Midcap share 16% of their portfolios | HDFC Value and HDFC Large Cap share 39% of their portfolios | itself | HDFC Value and UTI Value share 39% of their portfolios | HDFC Value and Motilal Oswal Midcap share 11% of their portfolios |
| UTI ValueValue | UTI Value and Axis Midcap share 10% of their portfolios | UTI Value and HDFC Large Cap share 39% of their portfolios | UTI Value and HDFC Value share 39% of their portfolios | itself | UTI Value and Motilal Oswal Midcap share 4% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and HDFC Value share 11% of their portfolios | Motilal Oswal Midcap and UTI Value share 4% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and HDFC Value Fund share 39% 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 | Axis Midcap | HDFC Large Cap | HDFC Value | UTI Value | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Value | Value | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 51% of 109 | 53% of 109 | 37% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.70% points | 1.07% points | 0.79% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 45% | 54% | 47% | 92% |
| Run by P7 | not known | not known | not known | Amit Premchandani · 8.6 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 6.9% | −3.2% | 5.9% | −4.1% | −0.5% |
| 3 years p.a. | 17.1% | 9.1% | 16.2% | 12.1% | 19.5% |
| 5 years p.a. | 13.5% | 10.6% | 13.9% | 11.0% | 21.1% |
| Deepest fall (max drawdown) | −19.5% | −16.4% | −18.2% | −17.2% | −28.9% |
| Assets (AUM) | ₹32,454 Cr | ₹40,166 Cr | ₹8,150 Cr | ₹9,603 Cr | ₹41,706 Cr |
| Disclosed history | 5.9 yrs | 1.8 yrs | 10 mo | 12 yrs | 4.0 yrs |
| Holdings · top ten weight | 91 · 30% | 50 · 53% | 80 · 32% | 71 · 41% | 32 · 54% |
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.