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 | HDFC Small Cap | SBI SMALL CAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and HDFC Small Cap share 0% of their portfolios | Motilal Oswal Midcap and SBI SMALL CAP share 0% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and Motilal Oswal Midcap share 0% of their portfolios | itself | HDFC Small Cap and SBI SMALL CAP share 8% of their portfolios | HDFC Small Cap and Nippon India Growth Mid Cap share 6% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and Motilal Oswal Midcap share 0% of their portfolios | SBI SMALL CAP and HDFC Small Cap share 8% of their portfolios | itself | SBI SMALL CAP and Nippon India Growth Mid Cap share 4% 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 HDFC Small Cap share 6% of their portfolios | Nippon India Growth Mid Cap and SBI SMALL CAP share 4% 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 | HDFC Small Cap | SBI SMALL CAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 63% of 109 | 49% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.25% points | 1.31% points | 0.86% points |
| Portfolio turned over a year P1 | 92% | 46% | 54% | 52% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | R Srinivasan · ≥ 3 mo | Rupesh Patel · 3.6 yrs |
| 1-year return | −0.5% | −2.6% | 6.6% | 7.0% |
| 3 years p.a. | 19.5% | 11.3% | 12.3% | 18.6% |
| 5 years p.a. | 21.1% | 14.8% | 14.2% | 18.0% |
| Deepest fall (max drawdown) | −28.9% | −22.6% | −22.4% | −19.9% |
| Assets (AUM) | ₹41,706 Cr | ₹42,162 Cr | ₹39,942 Cr | ₹48,143 Cr |
| Disclosed history | 4.0 yrs | 2.4 yrs | 5.8 yrs | 14 yrs |
| Holdings · top ten weight | 32 · 54% | 87 · 35% | 73 · 37% | 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.