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 | SBI MultiCap | Tata Value | Kotak Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and SBI MultiCap share 8% of their portfolios | Motilal Oswal Midcap and Tata Value share 12% of their portfolios | Motilal Oswal Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios | itself | SBI MultiCap and Tata Value share 14% of their portfolios | SBI MultiCap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | SBI MultiCap and SBI MIDCAP share 16% of their portfolios |
| Tata ValueValue | Tata Value and Motilal Oswal Midcap share 12% of their portfolios | Tata Value and SBI MultiCap share 14% of their portfolios | itself | Tata Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Tata Value and SBI MIDCAP share 5% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MultiCap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Tata Value: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap |
| SBI MIDCAPMid Cap | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | SBI MIDCAP and SBI MultiCap share 16% of their portfolios | SBI MIDCAP and Tata Value share 5% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: SBI MultiCap Fund and SBI MIDCAP FUND share 16% 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 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 | SBI MultiCap | Tata Value | Kotak Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Value | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | Tata Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 0% of 19 | 63% of 109 | 83% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.00% points | 1.15% points | 1.44% points | 1.09% points |
| Portfolio turned over a year P1 | 92% | 85% | 81% | not measured | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Bectors Food · ≥ 3 mo | Sonam Udasi · ≥ 9 mo | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | −0.5% | −0.6% | 0.2% | 4.8% | 3.8% |
| 3 years p.a. | 19.5% | 13.3% | 12.9% | 18.1% | 11.0% |
| 5 years p.a. | 21.1% | — | 13.3% | 16.8% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −15.1% | −20.9% | −20.9% | −17.9% |
| Assets (AUM) | ₹41,706 Cr | ₹24,138 Cr | ₹8,440 Cr | ₹64,136 Cr | ₹24,349 Cr |
| Disclosed history | 4.0 yrs | 3.7 yrs | 11 yrs | — | 5.8 yrs |
| Holdings · top ten weight | 32 · 54% | 72 · 30% | 41 · 52% | none disclosed | 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.