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
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 | UTI - Flexi Cap Fund. | HDFC Large Cap | Axis Large Cap | SBI MIDCAP | Axis Midcap |
|---|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Motilal Oswal Midcap share 18% of their portfolios | itself | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and SBI MIDCAP share 4% of their portfolios | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and UTI - Flexi Cap Fund. share 4% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | itself | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% 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 | Motilal Oswal Midcap | UTI - Flexi Cap Fund. | HDFC Large Cap | Axis Large Cap | SBI MIDCAP | Axis Midcap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 40% of 109 | 51% of 109 | 47% of 109 | 38% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 0.68% points | 0.70% points | 1.21% points | 1.09% points | 1.36% points |
| Portfolio turned over a year P1 | 92% | 41% | 45% | 73% | 80% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Ajay Tyagi · 11 yrs | not known | not known | Bhavin Vithlani · ≥ 3 mo | not known |
| 1-year return | −0.5% | −2.3% | −3.2% | −3.2% | 3.8% | 6.9% |
| 3 years p.a. | 19.5% | 8.4% | 9.1% | 9.2% | 11.0% | 17.1% |
| 5 years p.a. | 21.1% | 4.9% | 10.6% | 5.8% | 13.5% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −20.1% | −16.4% | −15.5% | −17.9% | −19.5% |
| Assets (AUM) | ₹41,706 Cr | ₹23,434 Cr | ₹40,166 Cr | ₹30,395 Cr | ₹24,349 Cr | ₹32,454 Cr |
| Disclosed history | 4.0 yrs | 12 yrs | 1.8 yrs | 5.9 yrs | 5.8 yrs | 5.9 yrs |
| Holdings · top ten weight | 32 · 54% | 62 · 44% | 50 · 53% | 49 · 48% | 64 · 28% | 91 · 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.