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 | Bandhan Value | HDFC Value | Axis Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and HDFC Value share 11% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Bandhan ValueValue | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | itself | Bandhan Value and HDFC Value share 31% of their portfolios | Bandhan Value and Axis Large Cap share 31% of their portfolios | Bandhan Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC ValueValue | HDFC Value and Motilal Oswal Midcap share 11% of their portfolios | HDFC Value and Bandhan Value share 31% of their portfolios | itself | HDFC Value and Axis Large Cap share 41% of their portfolios | HDFC Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis Large CapLarge Cap | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and HDFC Value share 41% of their portfolios | itself | Axis Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Bandhan Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Large Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Value Fund and Axis Large Cap Fund share 41% 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 | Bandhan Value | HDFC Value | Axis Large Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Value | Large Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Bandhan AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 67% of 109 | 53% of 109 | 47% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.17% points | 1.07% points | 1.21% points | 1.44% points |
| Portfolio turned over a year P1 | 92% | 68% | 54% | 73% | not measured |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Daylynn Pinto · ≥ 3.5 yrs | not known | not known | not known |
| 1-year return | −0.5% | −1.1% | 5.9% | −3.2% | 4.8% |
| 3 years p.a. | 19.5% | 10.4% | 16.2% | 9.2% | 18.1% |
| 5 years p.a. | 21.1% | 12.8% | 13.9% | 5.8% | 16.8% |
| Deepest fall (max drawdown) | −28.9% | −17.9% | −18.2% | −15.5% | −20.9% |
| Assets (AUM) | ₹41,706 Cr | ₹10,051 Cr | ₹8,150 Cr | ₹30,395 Cr | ₹64,136 Cr |
| Disclosed history | 4.0 yrs | 4.9 yrs | 10 mo | 5.9 yrs | — |
| Holdings · top ten weight | 32 · 54% | 68 · 47% | 80 · 32% | 49 · 48% | none disclosed |
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.