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 | HSBC Value | HDFC Large Cap | Kotak Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Motilal Oswal MidcapMid Cap | itself | Motilal Oswal Midcap and HSBC Value share 4% of their portfolios | Motilal Oswal Midcap and HDFC Large Cap share 8% 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 |
| HSBC ValueValue | HSBC Value and Motilal Oswal Midcap share 4% of their portfolios | itself | HSBC Value and HDFC Large Cap share 24% of their portfolios | HSBC Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HSBC Value and SBI MIDCAP share 8% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios | HDFC Large Cap and HSBC Value share 24% of their portfolios | itself | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap 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 HSBC Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: 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 HSBC Value share 8% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HSBC Value Fund and HDFC Large Cap Fund share 24% 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 | HSBC Value | HDFC Large Cap | Kotak Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Large Cap | Mid Cap | Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | HSBC Asset Management (India) Private Ltd. | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 54% of 109 | 100% of 11 | 51% of 109 | 83% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.37% points | 1.12% points | 0.70% points | 1.44% points | 1.09% points |
| Portfolio turned over a year P1 | 92% | 75% | 45% | not measured | 80% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Venugopal Manghat · 14 yrs | not known | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | −0.5% | 2.4% | −3.2% | 4.8% | 3.8% |
| 3 years p.a. | 19.5% | 15.9% | 9.1% | 18.1% | 11.0% |
| 5 years p.a. | 21.1% | — | 10.6% | 16.8% | 13.5% |
| Deepest fall (max drawdown) | −28.9% | −19.6% | −16.4% | −20.9% | −17.9% |
| Assets (AUM) | ₹41,706 Cr | ₹15,373 Cr | ₹40,166 Cr | ₹64,136 Cr | ₹24,349 Cr |
| Disclosed history | 4.0 yrs | 3.8 yrs | 1.8 yrs | — | 5.8 yrs |
| Holdings · top ten weight | 32 · 54% | 86 · 32% | 50 · 53% | 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.