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 | Nippon India Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 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 Nippon India Large Cap share 6% of their portfolios | Motilal Oswal Midcap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) 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 Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund): no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Motilal Oswal Midcap share 6% of their portfolios | Nippon India Large Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Nippon India Large Cap and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund)Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Motilal Oswal Midcap share 4% of their portfolios | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and Nippon India Large Cap share 55% of their portfolios | itself | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) and SBI MIDCAP share 6% 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 Nippon India Large Cap share 4% of their portfolios | SBI MIDCAP and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 6% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Nippon India Large Cap | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 100% of 24 | 73% of 109 | 90% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.62% points | 1.01% points | 0.81% points | 1.09% points |
| Portfolio turned over a year P1 | 92% | not measured | 57% | 45% | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | not known | Sailesh Raj Bhan · 19 yrs | Vaibhav Dusad · 5.7 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | −0.5% | 4.2% | −4.7% | −5.3% | 3.8% |
| 3 years p.a. | 19.5% | 17.3% | 11.1% | 10.6% | 11.0% |
| 5 years p.a. | 21.1% | — | 12.8% | 10.9% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −21.0% | −15.4% | −15.4% | −17.9% |
| Assets (AUM) | ₹41,706 Cr | ₹25,937 Cr | ₹52,344 Cr | ₹80,822 Cr | ₹24,349 Cr |
| Disclosed history | 4.0 yrs | — | 13 yrs | 13 yrs | 5.8 yrs |
| Holdings · top ten weight | 32 · 54% | none disclosed | 69 · 45% | 93 · 47% | 64 · 28% |
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.