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 | Bandhan Value | Tata Value | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and Tata Value share 12% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | itself | HDFC Large Cap and Bandhan Value share 37% of their portfolios | HDFC Large Cap and Tata Value share 22% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Axis Midcap share 10% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and HDFC Large Cap share 37% of their portfolios | itself | Bandhan Value and Tata Value share 20% of their portfolios | Bandhan Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Bandhan Value and Axis Midcap share 5% of their portfolios |
| Tata ValueValue | Tata Value and Motilal Oswal Midcap share 12% of their portfolios | Tata Value and HDFC Large Cap share 22% of their portfolios | Tata Value and Bandhan Value share 20% of their portfolios | itself | Tata Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Tata Value and Axis Midcap share 14% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Bandhan Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Tata Value: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Bandhan Value share 5% of their portfolios | Axis Midcap and Tata Value share 14% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Large Cap Fund and Bandhan Value Fund share 37% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Bandhan Value | Tata Value | Kotak Mid Cap | Axis Midcap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Value | Value | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | Tata Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 51% of 109 | 67% of 109 | 63% of 109 | 83% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 0.70% points | 1.17% points | 1.15% points | 1.44% points | 1.36% points |
| Portfolio turned over a year P1 | 92% | 45% | 68% | 81% | not measured | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Daylynn Pinto · ≥ 3.5 yrs | Sonam Udasi · ≥ 9 mo | not known | not known |
| 1-year return | −0.5% | −3.2% | −1.1% | 0.2% | 4.8% | 6.9% |
| 3 years p.a. | 19.5% | 9.1% | 10.4% | 12.9% | 18.1% | 17.1% |
| 5 years p.a. | 21.1% | 10.6% | 12.8% | 13.3% | 16.8% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −16.4% | −17.9% | −20.9% | −20.9% | −19.5% |
| Assets (AUM) | ₹41,706 Cr | ₹40,166 Cr | ₹10,051 Cr | ₹8,440 Cr | ₹64,136 Cr | ₹32,454 Cr |
| Disclosed history | 4.0 yrs | 1.8 yrs | 4.9 yrs | 11 yrs | — | 5.9 yrs |
| Holdings · top ten weight | 32 · 54% | 50 · 53% | 68 · 47% | 41 · 52% | none disclosed | 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.