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.
6 of 6 chosen
- Kotak FMP Series 113 (1094 Days)Income · no portfolio disclosed×
- SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)Income×
- HDFC FMP 1861D March 2022Income · no portfolio disclosed×
- Nippon India Small Cap FundSmall Cap×
- HDFC Mid Cap FundMid Cap×
- ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap×
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Kotak FMP Series 113 (1094 Days) | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) | HDFC FMP 1861D March 2022 | Nippon India Small Cap | HDFC Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| Kotak FMP Series 113 (1094 Days)Income | itself | Kotak FMP Series 113 (1094 Days) and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | Kotak FMP Series 113 (1094 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | Kotak FMP Series 113 (1094 Days) and Nippon India Small Cap: no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | Kotak FMP Series 113 (1094 Days) and HDFC Mid Cap: no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | Kotak FMP Series 113 (1094 Days) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) |
| SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)Income | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | itself | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022 | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and Nippon India Small Cap share 0% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and HDFC Mid Cap share 0% of their portfolios | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 0% of their portfolios |
| HDFC FMP 1861D March 2022Income | HDFC FMP 1861D March 2022 and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for HDFC FMP 1861D March 2022 | HDFC FMP 1861D March 2022 and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days): no portfolio disclosed for HDFC FMP 1861D March 2022 | itself | HDFC FMP 1861D March 2022 and Nippon India Small Cap: no portfolio disclosed for HDFC FMP 1861D March 2022 | HDFC FMP 1861D March 2022 and HDFC Mid Cap: no portfolio disclosed for HDFC FMP 1861D March 2022 | HDFC FMP 1861D March 2022 and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for HDFC FMP 1861D March 2022 |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | Nippon India Small Cap and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios | Nippon India Small Cap and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022 | itself | Nippon India Small Cap and HDFC Mid Cap share 11% of their portfolios | Nippon India Small Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 8% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | HDFC Mid Cap and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios | HDFC Mid Cap and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022 | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios | itself | HDFC Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak FMP Series 113 (1094 Days): no portfolio disclosed for Kotak FMP Series 113 (1094 Days) | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) share 0% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC FMP 1861D March 2022: no portfolio disclosed for HDFC FMP 1861D March 2022 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Small Cap share 8% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Mid Cap share 4% of their portfolios | itself |
Closest pair: Nippon India Small Cap Fund and HDFC Mid Cap Fund share 11% 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.
2 of these funds have no portfolio on file, so their rows are blank rather than zero — an absence in the data here, not a finding about the funds.
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 | Kotak FMP Series 113 (1094 Days) | SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days) | HDFC FMP 1861D March 2022 | Nippon India Small Cap | HDFC Mid Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) |
|---|---|---|---|---|---|---|
| Category | Income | Income | Income | Small Cap | Mid Cap | Large Cap |
| Fund house | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 0% of 2 | 64% of 25 | 89% of 19 | 90% of 109 | 66% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.37% points | 0.14% points | 0.17% points | 1.10% points | 0.92% points | 0.81% points |
| Portfolio turned over a year P1 | not measured | not measured | not measured | 68% | 38% | 45% |
| Run by P7 | not known | not known | not known | Samir Rachh · 9.6 yrs | not known | Vaibhav Dusad · 5.7 yrs |
| 1-year return | 5.3% | 5.8% | 6.0% | 8.9% | 6.6% | −5.3% |
| 3 years p.a. | 7.7% | 7.3% | 7.5% | 16.1% | 17.6% | 10.6% |
| 5 years p.a. | — | 6.2% | — | 19.0% | 18.9% | 10.9% |
| Deepest fall (max drawdown) | not computed | −0.2% | −0.3% | −24.2% | −16.8% | −15.4% |
| Assets (AUM) | ₹0 Cr | ₹418 Cr | ₹500 Cr | ₹76,236 Cr | ₹1.07 lakh Cr | ₹80,822 Cr |
| Disclosed history | — | 3.6 yrs | — | 14 yrs | 10 mo | 13 yrs |
| Holdings · top ten weight | none disclosed | 6 · 100% | none disclosed | 257 · 16% | 81 · 37% | 93 · 47% |
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.