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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap | Motilal Oswal Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and DSP Midcap share 43% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Axis Midcap share 8% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap share 62% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and DSP Midcap share 7% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios | Mirae Asset Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 62% of their portfolios | itself | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios | itself | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 7% of their portfolios | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | itself |
Closest pair: ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Mirae Asset Large Cap Fund share 62% 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 | Axis Midcap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Mirae Asset Large Cap | Motilal Oswal Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Motilal Oswal Asset Management Company Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 90% of 109 | 64% of 109 | 54% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.81% points | 1.06% points | 1.37% points | 1.02% points |
| Portfolio turned over a year P1 | 80% | 45% | 53% | 92% | 56% |
| Run by P7 | not known | Vaibhav Dusad · 5.7 yrs | Gaurav Misra · 7.7 yrs | Rakesh Shetty · 3.8 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 6.9% | −5.3% | −3.3% | −0.5% | 3.6% |
| 3 years p.a. | 17.1% | 10.6% | 8.6% | 19.5% | 14.6% |
| 5 years p.a. | 13.5% | 10.9% | 7.8% | 21.1% | 11.8% |
| Deepest fall (max drawdown) | −19.5% | −15.4% | −15.8% | −28.9% | −21.2% |
| Assets (AUM) | ₹32,454 Cr | ₹80,822 Cr | ₹38,599 Cr | ₹41,706 Cr | ₹20,871 Cr |
| Disclosed history | 5.9 yrs | 13 yrs | 5.1 yrs | 4.0 yrs | 13 yrs |
| Holdings · top ten weight | 91 · 30% | 93 · 47% | 76 · 48% | 32 · 54% | 66 · 30% |
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.