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 | HDFC Large Cap | Bandhan Value | UTI Value | 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 UTI Value share 4% of their portfolios | 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 UTI Value share 39% of their portfolios | 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 UTI Value share 40% of their portfolios | Bandhan Value and Axis Midcap share 5% of their portfolios |
| UTI ValueValue | UTI Value and Motilal Oswal Midcap share 4% of their portfolios | UTI Value and HDFC Large Cap share 39% of their portfolios | UTI Value and Bandhan Value share 40% of their portfolios | itself | UTI Value and Axis Midcap share 10% of their portfolios |
| 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 UTI Value share 10% of their portfolios | itself |
Closest pair: Bandhan Value Fund and UTI Value Fund share 40% 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 | Bandhan Value | UTI Value | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Value | Value | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 51% of 109 | 67% of 109 | 37% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 0.70% points | 1.17% points | 0.79% points | 1.36% points |
| Portfolio turned over a year P1 | 92% | 45% | 68% | 47% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Daylynn Pinto · ≥ 3.5 yrs | Amit Premchandani · 8.6 yrs | not known |
| 1-year return | −0.5% | −3.2% | −1.1% | −4.1% | 6.9% |
| 3 years p.a. | 19.5% | 9.1% | 10.4% | 12.1% | 17.1% |
| 5 years p.a. | 21.1% | 10.6% | 12.8% | 11.0% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −16.4% | −17.9% | −17.2% | −19.5% |
| Assets (AUM) | ₹41,706 Cr | ₹40,166 Cr | ₹10,051 Cr | ₹9,603 Cr | ₹32,454 Cr |
| Disclosed history | 4.0 yrs | 1.8 yrs | 4.9 yrs | 12 yrs | 5.9 yrs |
| Holdings · top ten weight | 32 · 54% | 50 · 53% | 68 · 47% | 71 · 41% | 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.