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 | Mirae Asset Midcap | Bandhan Value | HDFC Value | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Bandhan Value share 6% of their portfolios | Mirae Asset Midcap and HDFC Value share 10% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Mirae Asset Midcap share 6% of their portfolios | itself | Bandhan Value and HDFC Value share 31% of their portfolios | Bandhan Value and Axis Midcap share 5% of their portfolios | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios |
| HDFC ValueValue | HDFC Value and Mirae Asset Midcap share 10% of their portfolios | HDFC Value and Bandhan Value share 31% of their portfolios | itself | HDFC Value and Axis Midcap share 16% of their portfolios | HDFC Value and Motilal Oswal Midcap share 11% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and Bandhan Value share 5% of their portfolios | Axis Midcap and HDFC Value share 16% of their portfolios | itself | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and HDFC Value share 11% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | itself |
Closest pair: Bandhan Value Fund and HDFC Value Fund share 31% 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.
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 | Mirae Asset Midcap | Bandhan Value | HDFC Value | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Value | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Bandhan AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 67% of 109 | 53% of 109 | 44% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.17% points | 1.07% points | 1.36% points | 1.37% points |
| Portfolio turned over a year P1 | 89% | 68% | 54% | 80% | 92% |
| Run by P7 | Ankit Jain · 7.2 yrs | Daylynn Pinto · ≥ 3.5 yrs | not known | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 9.1% | −1.1% | 5.9% | 6.9% | −0.5% |
| 3 years p.a. | 16.4% | 10.4% | 16.2% | 17.1% | 19.5% |
| 5 years p.a. | 15.8% | 12.8% | 13.9% | 13.5% | 21.1% |
| Deepest fall (max drawdown) | −22.5% | −17.9% | −18.2% | −19.5% | −28.9% |
| Assets (AUM) | ₹20,000 Cr | ₹10,051 Cr | ₹8,150 Cr | ₹32,454 Cr | ₹41,706 Cr |
| Disclosed history | 5.1 yrs | 4.9 yrs | 10 mo | 5.9 yrs | 4.0 yrs |
| Holdings · top ten weight | 68 · 32% | 68 · 47% | 80 · 32% | 91 · 30% | 32 · 54% |
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.