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 | Motilal Oswal Midcap | Quant Multi Cap | ICICI Prudential Multi Cap | SBI MIDCAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Quant Multi Cap share 4% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Multi Cap share 14% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | itself | Quant Multi Cap and ICICI Prudential Multi Cap share 7% of their portfolios | Quant Multi Cap and SBI MIDCAP share 8% of their portfolios | Quant Multi Cap and Nippon India Growth Mid Cap share 4% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Motilal Oswal Midcap share 14% of their portfolios | ICICI Prudential Multi Cap and Quant Multi Cap share 7% of their portfolios | itself | ICICI Prudential Multi Cap and SBI MIDCAP share 12% of their portfolios | ICICI Prudential Multi Cap and Nippon India Growth Mid Cap share 19% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Quant Multi Cap share 8% of their portfolios | SBI MIDCAP and ICICI Prudential Multi Cap share 12% of their portfolios | itself | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and Quant Multi Cap share 4% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Multi Cap share 19% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and Nippon India Growth Mid Cap Fund share 26% 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 | Motilal Oswal Midcap | Quant Multi Cap | ICICI Prudential Multi Cap | SBI MIDCAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | quant Money Managers Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 73% of 109 | 49% of 109 | 38% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 0.93% points | 1.03% points | 1.09% points | 0.86% points |
| Portfolio turned over a year P1 | 92% | 88% | 108% | 80% | 52% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Ankit Pande · ≥ 2.5 yrs | Lalit Kumar · 1.1 yrs | Bhavin Vithlani · ≥ 3 mo | Rupesh Patel · 3.6 yrs |
| 1-year return | −0.5% | 4.9% | 6.8% | 3.8% | 7.0% |
| 3 years p.a. | 19.5% | 10.5% | 15.9% | 11.0% | 18.6% |
| 5 years p.a. | 21.1% | 11.7% | 15.0% | 13.5% | 18.0% |
| Deepest fall (max drawdown) | −28.9% | −25.3% | −17.3% | −17.9% | −19.9% |
| Assets (AUM) | ₹41,706 Cr | ₹7,717 Cr | ₹19,305 Cr | ₹24,349 Cr | ₹48,143 Cr |
| Disclosed history | 4.0 yrs | 6.9 yrs | 11 yrs | 5.8 yrs | 14 yrs |
| Holdings · top ten weight | 32 · 54% | 74 · 53% | 167 · 24% | 64 · 28% | 105 · 25% |
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.