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 | Mirae Asset Large Cap | Nippon India Multi Cap | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Mirae Asset Large Cap share 9% of their portfolios | Motilal Oswal Midcap and Nippon India Multi Cap share 7% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Motilal Oswal Midcap share 9% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Multi Cap share 38% of their portfolios | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Motilal Oswal Midcap share 7% of their portfolios | Nippon India Multi Cap and Mirae Asset Large Cap share 38% of their portfolios | itself | Nippon India Multi Cap and Nippon India Growth Mid Cap share 31% of their portfolios | Nippon India Multi Cap and HDFC Mid Cap share 13% 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 Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and Nippon India Multi Cap share 31% of their portfolios | itself | Nippon India Growth Mid Cap 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 Mirae Asset Large Cap share 8% of their portfolios | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Nippon India Multi Cap Fund share 38% 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 | Mirae Asset Large Cap | Nippon India Multi Cap | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 64% of 109 | 50% of 109 | 87% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.06% points | 0.84% points | 0.86% points | 0.92% points |
| Portfolio turned over a year P1 | 92% | 53% | 66% | 52% | 38% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Gaurav Misra · 7.7 yrs | Sailesh Raj Bhan · 21 yrs | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | −0.5% | −3.3% | −1.4% | 7.0% | 6.6% |
| 3 years p.a. | 19.5% | 8.6% | 13.5% | 18.6% | 17.6% |
| 5 years p.a. | 21.1% | 7.8% | 16.4% | 18.0% | 18.9% |
| Deepest fall (max drawdown) | −28.9% | −15.8% | −18.6% | −19.9% | −16.8% |
| Assets (AUM) | ₹41,706 Cr | ₹38,599 Cr | ₹53,760 Cr | ₹48,143 Cr | ₹1.07 lakh Cr |
| Disclosed history | 4.0 yrs | 5.1 yrs | 14 yrs | 14 yrs | 10 mo |
| Holdings · top ten weight | 32 · 54% | 76 · 48% | 123 · 29% | 105 · 25% | 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.