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 | ICICI Prudential Flexi Cap | Aditya Birla Sun Life Flexi Cap | Kotak Mid Cap |
|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and ICICI Prudential Flexi Cap share 12% of their portfolios | Motilal Oswal Midcap and Aditya Birla Sun Life Flexi Cap share 7% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Motilal Oswal Midcap share 12% of their portfolios | itself | ICICI Prudential Flexi Cap and Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | ICICI Prudential Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Motilal Oswal Midcap share 7% of their portfolios | Aditya Birla Sun Life Flexi Cap and ICICI Prudential Flexi Cap share 33% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and ICICI Prudential Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Aditya Birla Sun Life Flexi Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: ICICI Prudential Flexi Cap fund and Aditya Birla Sun Life Flexi Cap Fund share 33% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | ICICI Prudential Flexi Cap | Aditya Birla Sun Life Flexi Cap | Kotak Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | ICICI Prudential Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 96% of 27 | 58% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.28% points | 1.02% points | 1.44% points |
| Portfolio turned over a year P1 | 92% | 52% | 50% | not measured |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Rajat Chandak · 5.2 yrs | Dhaval Joshi · ≥ 6 mo | not known |
| 1-year return | −0.5% | 3.8% | 7.3% | 4.8% |
| 3 years p.a. | 19.5% | 16.2% | 15.0% | 18.1% |
| 5 years p.a. | 21.1% | 15.0% | 11.6% | 16.8% |
| Deepest fall (max drawdown) | −28.9% | −19.7% | −17.0% | −20.9% |
| Assets (AUM) | ₹41,706 Cr | ₹25,256 Cr | ₹27,401 Cr | ₹64,136 Cr |
| Disclosed history | 4.0 yrs | 5.2 yrs | 13 yrs | — |
| Holdings · top ten weight | 32 · 54% | 80 · 45% | 89 · 28% | none disclosed |
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.