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.
5 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 | Mirae Asset Midcap | Bandhan Value | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios | itself | Mirae Asset Midcap and Bandhan Value share 6% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios | Bandhan Value and Mirae Asset Midcap share 6% of their portfolios | itself | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios | Bandhan Value and HDFC 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 Mirae Asset Midcap share 31% of their portfolios | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | itself | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios | HDFC Mid Cap and Bandhan Value share 10% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself |
Closest pair: Mirae Asset Midcap Fund and Nippon India Growth Mid Cap Fund share 31% 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 | Mirae Asset Midcap | Bandhan Value | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Value | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Bandhan AMC Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 41% of 51 | 67% of 109 | 87% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.55% points | 1.17% points | 0.86% points | 0.92% points |
| Portfolio turned over a year P1 | 92% | 89% | 68% | 52% | 38% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Ankit Jain · 7.2 yrs | Daylynn Pinto · ≥ 3.5 yrs | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | −0.5% | 9.1% | −1.1% | 7.0% | 6.6% |
| 3 years p.a. | 19.5% | 16.4% | 10.4% | 18.6% | 17.6% |
| 5 years p.a. | 21.1% | 15.8% | 12.8% | 18.0% | 18.9% |
| Deepest fall (max drawdown) | −28.9% | −22.5% | −17.9% | −19.9% | −16.8% |
| Assets (AUM) | ₹41,706 Cr | ₹20,000 Cr | ₹10,051 Cr | ₹48,143 Cr | ₹1.07 lakh Cr |
| Disclosed history | 4.0 yrs | 5.1 yrs | 4.9 yrs | 14 yrs | 10 mo |
| Holdings · top ten weight | 32 · 54% | 68 · 32% | 68 · 47% | 105 · 25% | 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.