Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Motilal Oswal Midcap | Axis Midcap | |
|---|---|---|
| Motilal Oswal Midcap | itself | 20% |
| Axis Midcap | 20% | itself |
Most alike: Motilal Oswal Midcap Fund and Axis Midcap Fund share 20% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% | 1.36% |
| Portfolio turned over a year P1 | 92% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | −0.5% | 6.9% |
| 3 years p.a. | 19.5% | 17.1% |
| 5 years p.a. | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −19.5% |
| Assets (AUM) | ₹41,706 Cr | ₹32,454 Cr |
| Disclosed history | 4.0 yrs | 5.9 yrs |
| Holdings · top ten weight | 32 · 54% | 91 · 30% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.