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 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 | Motilal Oswal Large and Midcap | Bandhan Large & Mid Cap | SBI LARGE & MIDCAP | ICICI Prudential Large & Mid Cap | Canara Robeco Large and Mid Cap |
|---|---|---|---|---|---|
| Motilal Oswal Large and MidcapLarge & Mid Cap | itself | Motilal Oswal Large and Midcap and Bandhan Large & Mid Cap share 10% of their portfolios | Motilal Oswal Large and Midcap and SBI LARGE & MIDCAP share 3% of their portfolios | Motilal Oswal Large and Midcap and ICICI Prudential Large & Mid Cap share 10% of their portfolios | Motilal Oswal Large and Midcap and Canara Robeco Large and Mid Cap share 16% of their portfolios |
| Bandhan Large & Mid CapLarge & Mid Cap | Bandhan Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios | itself | Bandhan Large & Mid Cap and SBI LARGE & MIDCAP share 22% of their portfolios | Bandhan Large & Mid Cap and ICICI Prudential Large & Mid Cap share 17% of their portfolios | Bandhan Large & Mid Cap and Canara Robeco Large and Mid Cap share 23% of their portfolios |
| SBI LARGE & MIDCAPLarge & Mid Cap | SBI LARGE & MIDCAP and Motilal Oswal Large and Midcap share 3% of their portfolios | SBI LARGE & MIDCAP and Bandhan Large & Mid Cap share 22% of their portfolios | itself | SBI LARGE & MIDCAP and ICICI Prudential Large & Mid Cap share 19% of their portfolios | SBI LARGE & MIDCAP and Canara Robeco Large and Mid Cap share 17% of their portfolios |
| ICICI Prudential Large & Mid CapLarge & Mid Cap | ICICI Prudential Large & Mid Cap and Motilal Oswal Large and Midcap share 10% of their portfolios | ICICI Prudential Large & Mid Cap and Bandhan Large & Mid Cap share 17% of their portfolios | ICICI Prudential Large & Mid Cap and SBI LARGE & MIDCAP share 19% of their portfolios | itself | ICICI Prudential Large & Mid Cap and Canara Robeco Large and Mid Cap share 16% of their portfolios |
| Canara Robeco Large and Mid CapLarge & Mid Cap | Canara Robeco Large and Mid Cap and Motilal Oswal Large and Midcap share 16% of their portfolios | Canara Robeco Large and Mid Cap and Bandhan Large & Mid Cap share 23% of their portfolios | Canara Robeco Large and Mid Cap and SBI LARGE & MIDCAP share 17% of their portfolios | Canara Robeco Large and Mid Cap and ICICI Prudential Large & Mid Cap share 16% of their portfolios | itself |
Closest pair: Bandhan Large & Mid Cap Fund and Canara Robeco Large and Mid Cap Fund share 23% 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 | Motilal Oswal Large and Midcap | Bandhan Large & Mid Cap | SBI LARGE & MIDCAP | ICICI Prudential Large & Mid Cap | Canara Robeco Large and Mid Cap |
|---|---|---|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap | Large & Mid Cap |
| Fund house | Motilal Oswal Asset Management Company Limited | Bandhan AMC Limited | SBI Funds Management Limited | ICICI Prudential Asset Management Company Limited | Canara Robeco Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 94% of 48 | 63% of 109 | 37% of 109 | 53% of 109 | 60% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.71% points | 1.50% points | 0.81% points | 1.03% points | 1.28% points |
| Portfolio turned over a year P1 | 100% | 166% | 70% | 113% | 61% |
| Run by P7 | Rakesh Shetty · 3.8 yrs | Manish Gunwani · ≥ 3.5 yrs | Saurabh Pant · ≥ 3 mo | Gaurav Jain · 3 mo | Amit Nadekar · ≥ 1.1 yrs |
| 1-year return | 7.3% | 4.1% | 0.9% | 0.8% | −2.2% |
| 3 years p.a. | 22.5% | 18.2% | 12.7% | 15.3% | 13.1% |
| 5 years p.a. | 19.2% | 16.9% | 13.4% | 14.9% | 10.7% |
| Deepest fall (max drawdown) | −26.1% | −17.9% | −14.2% | −14.8% | −18.3% |
| Assets (AUM) | ₹19,374 Cr | ₹19,777 Cr | ₹42,320 Cr | ₹33,351 Cr | ₹26,331 Cr |
| Disclosed history | 6.9 yrs | 4.9 yrs | 5.8 yrs | 13 yrs | 4.7 yrs |
| Holdings · top ten weight | 36 · 45% | 136 · 27% | 94 · 31% | 123 · 31% | 99 · 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.