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.
3 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 | SBI SMALL CAP | UTI Value |
|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and SBI SMALL CAP share 0% of their portfolios | Motilal Oswal Midcap and UTI Value share 4% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and Motilal Oswal Midcap share 0% of their portfolios | itself | SBI SMALL CAP and UTI Value share 2% of their portfolios |
| UTI ValueValue | UTI Value and Motilal Oswal Midcap share 4% of their portfolios | UTI Value and SBI SMALL CAP share 2% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Motilal Oswal Midcap Fund and UTI Value Fund, share 4%. That is a number, not a resemblance: at this level the two funds are doing separate things, and nothing here says whether that is what you wanted.
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 | SBI SMALL CAP | UTI Value |
|---|---|---|---|
| Category | Mid Cap | Small Cap | Value |
| Fund house | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 49% of 109 | 37% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.31% points | 0.79% points |
| Portfolio turned over a year P1 | 92% | 54% | 47% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | R Srinivasan · ≥ 3 mo | Amit Premchandani · 8.6 yrs |
| 1-year return | −0.5% | 6.6% | −4.1% |
| 3 years p.a. | 19.5% | 12.3% | 12.1% |
| 5 years p.a. | 21.1% | 14.2% | 11.0% |
| Deepest fall (max drawdown) | −28.9% | −22.4% | −17.2% |
| Assets (AUM) | ₹41,706 Cr | ₹39,942 Cr | ₹9,603 Cr |
| Disclosed history | 4.0 yrs | 5.8 yrs | 12 yrs |
| Holdings · top ten weight | 32 · 54% | 73 · 37% | 71 · 41% |
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.