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.
4 of 6 chosen
Add another Small 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 | BANDHAN Small Cap | HDFC Large Cap | Kotak Mid Cap | Motilal Oswal Midcap |
|---|---|---|---|---|
| BANDHAN Small CapSmall Cap | itself | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | BANDHAN Small Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | BANDHAN Small Cap and Motilal Oswal Midcap share 3% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | itself | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and Motilal Oswal Midcap share 8% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and BANDHAN Small Cap: 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 Motilal Oswal Midcap: no portfolio disclosed for Kotak Mid Cap |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and BANDHAN Small Cap share 3% 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 | itself |
No two of these hold much of the same portfolio. The closest pair, HDFC Large Cap Fund and Motilal Oswal Midcap Fund, share 8%. 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | BANDHAN Small Cap | HDFC Large Cap | Kotak Mid Cap | Motilal Oswal Midcap |
|---|---|---|---|---|
| Category | Small Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Bandhan AMC Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 75% of 44 | 51% of 109 | 83% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.00% points | 0.70% points | 1.44% points | 1.37% points |
| Portfolio turned over a year P1 | 68% | 45% | not measured | 92% |
| Run by P7 | Kirthi Jain · ≥ 2.8 yrs | not known | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 10.4% | −3.2% | 4.8% | −0.5% |
| 3 years p.a. | 25.3% | 9.1% | 18.1% | 19.5% |
| 5 years p.a. | 20.0% | 10.6% | 16.8% | 21.1% |
| Deepest fall (max drawdown) | −22.8% | −16.4% | −20.9% | −28.9% |
| Assets (AUM) | ₹31,103 Cr | ₹40,166 Cr | ₹64,136 Cr | ₹41,706 Cr |
| Disclosed history | 4.3 yrs | 1.8 yrs | — | 4.0 yrs |
| Holdings · top ten weight | 265 · 30% | 50 · 53% | none disclosed | 32 · 54% |
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.