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 | Kotak Multi Cap | Quant Small Cap | Nippon India Growth Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Quant Small Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and DSP Midcap: no portfolio disclosed for Kotak Multi Cap |
| Quant Small CapSmall Cap | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Quant Small Cap and Nippon India Growth Mid Cap share 4% of their portfolios | Quant Small Cap and DSP Midcap share 5% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Growth Mid Cap and Quant Small Cap share 4% of their portfolios | itself | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Motilal Oswal Midcap share 22% of their portfolios | DSP Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | DSP Midcap and Quant Small Cap share 5% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and DSP Midcap Fund share 36% 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 Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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 | Kotak Multi Cap | Quant Small Cap | Nippon India Growth Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | Nippon Life India Asset Management Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 100% of 24 | 69% of 109 | 87% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.62% points | 0.84% points | 0.86% points | 1.02% points |
| Portfolio turned over a year P1 | 92% | not measured | 75% | 52% | 56% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Ankit Pande · ≥ 2.5 yrs | Rupesh Patel · 3.6 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | −0.5% | 4.2% | 12.7% | 7.0% | 3.6% |
| 3 years p.a. | 19.5% | 17.3% | 18.5% | 18.6% | 14.6% |
| 5 years p.a. | 21.1% | — | 19.2% | 18.0% | 11.8% |
| Deepest fall (max drawdown) | −28.9% | −21.0% | −24.4% | −19.9% | −21.2% |
| Assets (AUM) | ₹41,706 Cr | ₹25,937 Cr | ₹34,069 Cr | ₹48,143 Cr | ₹20,871 Cr |
| Disclosed history | 4.0 yrs | — | 7.5 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | 32 · 54% | none disclosed | 120 · 43% | 105 · 25% | 66 · 30% |
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.