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 | UTI - Flexi Cap Fund. | ICICI Prudential Flexi Cap | Axis Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Flexi Cap share 12% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | Motilal Oswal Midcap and HDFC Mid Cap share 9% 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 ICICI Prudential Flexi Cap share 26% of their portfolios | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios | UTI - Flexi Cap Fund. and HDFC Mid Cap share 12% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Motilal Oswal Midcap share 12% of their portfolios | ICICI Prudential Flexi Cap and UTI - Flexi Cap Fund. share 26% of their portfolios | itself | ICICI Prudential Flexi Cap and Axis Midcap share 16% of their portfolios | ICICI Prudential Flexi Cap and HDFC Mid Cap share 5% 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 ICICI Prudential Flexi Cap share 16% of their portfolios | itself | Axis Midcap and HDFC Mid Cap share 31% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and UTI - Flexi Cap Fund. share 12% of their portfolios | HDFC Mid Cap and ICICI Prudential Flexi Cap share 5% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | itself |
Closest pair: Axis Midcap Fund and HDFC Mid Cap Fund share 31% 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 | UTI - Flexi Cap Fund. | ICICI Prudential Flexi Cap | Axis Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 40% of 109 | 96% of 27 | 44% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 0.68% points | 1.28% points | 1.36% points | 0.92% points |
| Portfolio turned over a year P1 | 92% | 41% | 52% | 80% | 38% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Ajay Tyagi · 11 yrs | Rajat Chandak · 5.2 yrs | not known | not known |
| 1-year return | −0.5% | −2.3% | 3.8% | 6.9% | 6.6% |
| 3 years p.a. | 19.5% | 8.4% | 16.2% | 17.1% | 17.6% |
| 5 years p.a. | 21.1% | 4.9% | 15.0% | 13.5% | 18.9% |
| Deepest fall (max drawdown) | −28.9% | −20.1% | −19.7% | −19.5% | −16.8% |
| Assets (AUM) | ₹41,706 Cr | ₹23,434 Cr | ₹25,256 Cr | ₹32,454 Cr | ₹1.07 lakh Cr |
| Disclosed history | 4.0 yrs | 12 yrs | 5.2 yrs | 5.9 yrs | 10 mo |
| Holdings · top ten weight | 32 · 54% | 62 · 44% | 80 · 45% | 91 · 30% | 81 · 37% |
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.