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 | Canara Robeco Large Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MIDCAP | HDFC Mid Cap |
|---|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Canara Robeco Large Cap share 12% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Motilal Oswal Midcap share 12% of their portfolios | itself | Canara Robeco Large Cap and HDFC Large Cap share 56% of their portfolios | Canara Robeco Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% of their portfolios | Canara Robeco Large Cap and SBI MIDCAP share 1% of their portfolios | Canara Robeco Large Cap and HDFC Mid Cap share 6% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and Canara Robeco Large Cap share 56% of their portfolios | itself | HDFC Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 49% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Canara Robeco Large Cap share 63% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Large Cap share 49% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MIDCAP share 6% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and HDFC Mid Cap share 4% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Canara Robeco Large Cap share 1% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 6% of their portfolios | itself | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and Canara Robeco Large Cap share 6% of their portfolios | HDFC Mid Cap and HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 4% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 63% 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 | Canara Robeco Large Cap | HDFC Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MIDCAP | HDFC Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Canara Robeco Asset Management Company Limited | HDFC Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 72% of 109 | 51% of 109 | 90% of 109 | 38% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.38% points | 0.70% points | 0.81% points | 1.09% points | 0.92% points |
| Portfolio turned over a year P1 | 92% | 40% | 45% | 45% | 80% | 38% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Shridatta Bhandwaldar · ≥ 1.1 yrs | not known | Vaibhav Dusad · 5.7 yrs | Bhavin Vithlani · ≥ 3 mo | not known |
| 1-year return | −0.5% | −4.0% | −3.2% | −5.3% | 3.8% | 6.6% |
| 3 years p.a. | 19.5% | 10.4% | 9.1% | 10.6% | 11.0% | 17.6% |
| 5 years p.a. | 21.1% | 9.0% | 10.6% | 10.9% | 13.5% | 18.9% |
| Deepest fall (max drawdown) | −28.9% | −14.8% | −16.4% | −15.4% | −17.9% | −16.8% |
| Assets (AUM) | ₹41,706 Cr | ₹17,092 Cr | ₹40,166 Cr | ₹80,822 Cr | ₹24,349 Cr | ₹1.07 lakh Cr |
| Disclosed history | 4.0 yrs | 4.8 yrs | 1.8 yrs | 13 yrs | 5.8 yrs | 10 mo |
| Holdings · top ten weight | 32 · 54% | 63 · 47% | 50 · 53% | 93 · 47% | 64 · 28% | 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.