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 Flexi 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 | Parag Parikh Flexi Cap | BANDHAN Small Cap | Motilal Oswal Midcap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|
| Parag Parikh Flexi CapFlexi Cap | itself | Parag Parikh Flexi Cap and BANDHAN Small Cap share 2% of their portfolios | Parag Parikh Flexi Cap and Motilal Oswal Midcap share 0% of their portfolios | Parag Parikh Flexi Cap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Parag Parikh Flexi Cap share 2% of their portfolios | itself | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Parag Parikh Flexi Cap share 0% of their portfolios | Motilal Oswal Midcap and BANDHAN Small Cap share 3% of their portfolios | itself | Motilal Oswal Midcap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and BANDHAN Small Cap share 7% of their portfolios | Aditya Birla Sun Life Flexi Cap and Motilal Oswal Midcap share 7% of their portfolios | itself |
Closest pair: Parag Parikh Flexi Cap Fund and Aditya Birla Sun Life Flexi Cap Fund share 23% 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 | Parag Parikh Flexi Cap | BANDHAN Small Cap | Motilal Oswal Midcap | Aditya Birla Sun Life Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Small Cap | Mid Cap | Flexi Cap |
| Fund house | PPFAS Asset Management Pvt. Ltd. | Bandhan AMC Limited | Motilal Oswal Asset Management Company Limited | Aditya Birla Sun Life AMC Limited |
| Share of three-year stretches it beat its category P4 | 91% of 109 | 75% of 44 | 54% of 109 | 58% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 2.00% points | 1.37% points | 1.02% points |
| Portfolio turned over a year P1 | 29% | 68% | 92% | 50% |
| Run by P7 | Rajeev Thakkar · 13 yrs | Kirthi Jain · ≥ 2.8 yrs | Rakesh Shetty · 3.8 yrs | Dhaval Joshi · ≥ 6 mo |
| 1-year return | −5.1% | 10.4% | −0.5% | 7.3% |
| 3 years p.a. | 12.8% | 25.3% | 19.5% | 15.0% |
| 5 years p.a. | 11.5% | 20.0% | 21.1% | 11.6% |
| Deepest fall (max drawdown) | −11.0% | −22.8% | −28.9% | −17.0% |
| Assets (AUM) | ₹1.46 lakh Cr | ₹31,103 Cr | ₹41,706 Cr | ₹27,401 Cr |
| Disclosed history | 5.0 yrs | 4.3 yrs | 4.0 yrs | 13 yrs |
| Holdings · top ten weight | 116 · 52% | 265 · 30% | 32 · 54% | 89 · 28% |
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.