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 | HDFC Large Cap | Axis Large Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and SBI MultiCap share 8% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% of their portfolios | Motilal Oswal Midcap and Axis Large Cap share 11% of their portfolios | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Motilal Oswal Midcap share 8% of their portfolios | itself | SBI MultiCap and HDFC Large Cap share 17% of their portfolios | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and HDFC Mid Cap share 9% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and SBI MultiCap share 17% of their portfolios | itself | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Motilal Oswal Midcap share 11% of their portfolios | Axis Large Cap and SBI MultiCap share 19% of their portfolios | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | itself | Axis Large Cap and HDFC Mid Cap share 4% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and SBI MultiCap share 9% of their portfolios | HDFC Mid Cap and HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and Axis Large Cap share 4% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Axis Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | HDFC Large Cap | Axis Large Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 0% of 19 | 51% of 109 | 47% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.00% points | 0.70% points | 1.21% points | 0.92% points |
| Portfolio turned over a year P1 | 92% | 85% | 45% | 73% | 38% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Bectors Food · ≥ 3 mo | not known | not known | not known |
| 1-year return | −0.5% | −0.6% | −3.2% | −3.2% | 6.6% |
| 3 years p.a. | 19.5% | 13.3% | 9.1% | 9.2% | 17.6% |
| 5 years p.a. | 21.1% | — | 10.6% | 5.8% | 18.9% |
| Deepest fall (max drawdown) | −28.9% | −15.1% | −16.4% | −15.5% | −16.8% |
| Assets (AUM) | ₹41,706 Cr | ₹24,138 Cr | ₹40,166 Cr | ₹30,395 Cr | ₹1.07 lakh Cr |
| Disclosed history | 4.0 yrs | 3.7 yrs | 1.8 yrs | 5.9 yrs | 10 mo |
| Holdings · top ten weight | 32 · 54% | 72 · 30% | 50 · 53% | 49 · 48% | 81 · 37% |
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.