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 Multi Cap | Nippon India Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and HDFC Multi Cap share 22% of their portfolios | Axis Midcap and Nippon India Multi Cap share 21% of their portfolios | Axis Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Axis Midcap share 22% of their portfolios | itself | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios | HDFC Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 35% of their portfolios | HDFC Multi Cap and Motilal Oswal Midcap share 12% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Midcap share 21% of their portfolios | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios | itself | Nippon India Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 36% of their portfolios | Nippon India Multi Cap and Motilal Oswal Midcap share 7% 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 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Multi Cap share 35% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Multi Cap share 36% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) 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 Multi Cap share 12% of their portfolios | Motilal Oswal Midcap and Nippon India Multi Cap share 7% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | itself |
Closest pair: HDFC Multi Cap Fund and Nippon India Multi Cap Fund share 36% 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 Multi Cap | Nippon India Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Large Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 73% of 22 | 50% of 109 | 90% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.30% points | 0.84% points | 0.81% points | 1.37% points |
| Portfolio turned over a year P1 | 80% | 79% | 66% | 45% | 92% |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 21 yrs | Vaibhav Dusad · 5.7 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 6.9% | −2.2% | −1.4% | −5.3% | −0.5% |
| 3 years p.a. | 17.1% | 12.0% | 13.5% | 10.6% | 19.5% |
| 5 years p.a. | 13.5% | — | 16.4% | 10.9% | 21.1% |
| Deepest fall (max drawdown) | −19.5% | −20.2% | −18.6% | −15.4% | −28.9% |
| Assets (AUM) | ₹32,454 Cr | ₹20,765 Cr | ₹53,760 Cr | ₹80,822 Cr | ₹41,706 Cr |
| Disclosed history | 5.9 yrs | 2.4 yrs | 14 yrs | 13 yrs | 4.0 yrs |
| Holdings · top ten weight | 91 · 30% | 127 · 23% | 123 · 29% | 93 · 47% | 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.