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 | Axis Large Cap | Nippon India Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and Nippon India Large Cap share 6% of their portfolios | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | itself | Axis Large Cap and Nippon India Large Cap share 53% of their portfolios | Axis Large Cap and HDFC Mid Cap share 4% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Motilal Oswal Midcap share 6% of their portfolios | Nippon India Large Cap and Axis Large Cap share 53% of their portfolios | itself | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and Axis Large Cap share 4% of their portfolios | HDFC Mid Cap and Nippon India Large Cap share 7% of their portfolios | itself | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and Nippon India Large Cap share 4% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Nippon India Large Cap Fund share 53% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Axis Large Cap | Nippon India Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 47% of 109 | 73% of 109 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.21% points | 1.01% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | 92% | 73% | 57% | 38% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Sailesh Raj Bhan · 19 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | −0.5% | −3.2% | −4.7% | 6.6% | 3.8% |
| 3 years p.a. | 19.5% | 9.2% | 11.1% | 17.6% | 11.0% |
| 5 years p.a. | 21.1% | 5.8% | 12.8% | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −15.5% | −15.4% | −16.8% | −17.9% |
| Assets (AUM) | ₹41,706 Cr | ₹30,395 Cr | ₹52,344 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | 4.0 yrs | 5.9 yrs | 13 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 32 · 54% | 49 · 48% | 69 · 45% | 81 · 37% | 64 · 28% |
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.