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 | Kotak Multi Cap | Quant Multi Cap | SBI 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 Multi Cap share 4% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% 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 Multi Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap |
| Quant Multi CapMulti Cap | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | Quant Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Quant Multi Cap and SBI MIDCAP share 8% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | SBI MIDCAP and Quant Multi Cap share 8% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, Quant Multi Cap Fund and SBI MIDCAP FUND, share 8%. 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.
Kotak Multi 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 | Kotak Multi Cap | Quant Multi Cap | SBI MIDCAP |
|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | quant Money Managers Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 100% of 24 | 73% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.62% points | 0.93% points | 1.09% points |
| Portfolio turned over a year P1 | 92% | not measured | 88% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Ankit Pande · ≥ 2.5 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | −0.5% | 4.2% | 4.9% | 3.8% |
| 3 years p.a. | 19.5% | 17.3% | 10.5% | 11.0% |
| 5 years p.a. | 21.1% | — | 11.7% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −21.0% | −25.3% | −17.9% |
| Assets (AUM) | ₹41,706 Cr | ₹25,937 Cr | ₹7,717 Cr | ₹24,349 Cr |
| Disclosed history | 4.0 yrs | — | 6.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 32 · 54% | none disclosed | 74 · 53% | 64 · 28% |
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.