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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
4 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 Small Cap | BANDHAN Small Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Axis Small Cap share 3% of their portfolios | Motilal Oswal Midcap and BANDHAN Small Cap share 3% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and Motilal Oswal Midcap share 3% of their portfolios | itself | Axis Small Cap and BANDHAN Small Cap share 12% of their portfolios | Axis Small Cap and Nippon India Growth Mid Cap share 9% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios | BANDHAN Small Cap and Axis Small Cap share 12% of their portfolios | itself | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% 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 Axis Small Cap share 9% of their portfolios | Nippon India Growth Mid Cap and BANDHAN Small Cap share 10% of their portfolios | itself |
Closest pair: Motilal Oswal Midcap Fund and Nippon India Growth Mid Cap Fund share 19% 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 | Axis Small Cap | BANDHAN Small Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. | Bandhan AMC Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 42% of 109 | 75% of 44 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.44% points | 2.00% points | 0.86% points |
| Portfolio turned over a year P1 | 92% | 63% | 68% | 52% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Kirthi Jain · ≥ 2.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | −0.5% | 10.0% | 10.4% | 7.0% |
| 3 years p.a. | 19.5% | 16.2% | 25.3% | 18.6% |
| 5 years p.a. | 21.1% | 16.4% | 20.0% | 18.0% |
| Deepest fall (max drawdown) | −28.9% | −19.4% | −22.8% | −19.9% |
| Assets (AUM) | ₹41,706 Cr | ₹27,535 Cr | ₹31,103 Cr | ₹48,143 Cr |
| Disclosed history | 4.0 yrs | 5.9 yrs | 4.3 yrs | 14 yrs |
| Holdings · top ten weight | 32 · 54% | 132 · 25% | 265 · 30% | 105 · 25% |
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.