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.
2 of 6 chosen
Add another Large & 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 | HDFC Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|
| HDFC Large & Mid CapLarge & Mid Cap | itself | HDFC Large & Mid Cap and Motilal Oswal Large and Midcap share 6% of their portfolios |
| Motilal Oswal Large and MidcapLarge & Mid Cap | Motilal Oswal Large and Midcap and HDFC Large & Mid Cap share 6% of their portfolios | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund, share 6%. 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.
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 | HDFC Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 94% of 48 |
| Regular plan costs more than Direct by, a year P5 | 0.51% points | 1.71% points |
| Portfolio turned over a year P1 | 39% | 100% |
| Run by P7 | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 0.4% | 7.3% |
| 3 years p.a. | 13.1% | 22.5% |
| 5 years p.a. | 14.2% | 19.2% |
| Deepest fall (max drawdown) | −18.7% | −26.1% |
| Assets (AUM) | ₹30,372 Cr | ₹19,374 Cr |
| Disclosed history | 2.3 yrs | 6.9 yrs |
| Holdings · top ten weight | 243 · 20% | 36 · 45% |
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.