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 | HDFC Large Cap | Quant Small Cap | BANDHAN Small Cap | SBI MIDCAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and BANDHAN Small Cap share 3% 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 |
| HDFC Large CapLarge Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | itself | HDFC Large Cap and Quant Small Cap share 2% of their portfolios | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and HDFC Large Cap share 2% of their portfolios | itself | Quant Small Cap and BANDHAN Small Cap share 9% of their portfolios | Quant Small Cap and SBI MIDCAP share 1% of their portfolios | Quant Small Cap and Nippon India Growth Mid Cap share 4% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Quant Small Cap share 9% of their portfolios | itself | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Quant Small Cap share 1% of their portfolios | SBI MIDCAP and BANDHAN Small Cap share 2% 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 HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Quant Small Cap share 4% of their portfolios | Nippon India Growth Mid Cap and BANDHAN Small Cap share 10% 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 | HDFC Large Cap | Quant Small Cap | BANDHAN Small Cap | SBI MIDCAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Small Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | quant Money Managers Limited | Bandhan AMC Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 51% of 109 | 69% of 109 | 75% of 44 | 38% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 0.70% points | 0.84% points | 2.00% points | 1.09% points | 0.86% points |
| Portfolio turned over a year P1 | 92% | 45% | 75% | 68% | 80% | 52% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Ankit Pande · ≥ 2.5 yrs | Kirthi Jain · ≥ 2.8 yrs | Bhavin Vithlani · ≥ 3 mo | Rupesh Patel · 3.6 yrs |
| 1-year return | −0.5% | −3.2% | 12.7% | 10.4% | 3.8% | 7.0% |
| 3 years p.a. | 19.5% | 9.1% | 18.5% | 25.3% | 11.0% | 18.6% |
| 5 years p.a. | 21.1% | 10.6% | 19.2% | 20.0% | 13.5% | 18.0% |
| Deepest fall (max drawdown) | −28.9% | −16.4% | −24.4% | −22.8% | −17.9% | −19.9% |
| Assets (AUM) | ₹41,706 Cr | ₹40,166 Cr | ₹34,069 Cr | ₹31,103 Cr | ₹24,349 Cr | ₹48,143 Cr |
| Disclosed history | 4.0 yrs | 1.8 yrs | 7.5 yrs | 4.3 yrs | 5.8 yrs | 14 yrs |
| Holdings · top ten weight | 32 · 54% | 50 · 53% | 120 · 43% | 265 · 30% | 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.