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.
Overlap
share of the portfolio the two funds hold in common
| JM Mid Cap | Motilal Oswal Midcap | |
|---|---|---|
| JM Mid Cap | itself | 22% |
| Motilal Oswal Midcap | 22% | itself |
Most alike: JM Mid Cap Fund and Motilal Oswal Midcap Fund share 22% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | JM Mid Cap | Motilal Oswal Midcap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 2.08% | 1.37% |
| Portfolio turned over a year P1 | 122% | 92% |
| Run by P7 | Satish Ramanathan · 3.9 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 9.7% | −0.5% |
| 3 years p.a. | 19.7% | 19.5% |
| 5 years p.a. | — | 21.1% |
| Deepest fall (max drawdown) | −22.5% | −28.9% |
| Assets (AUM) | ₹1,338 Cr | ₹41,706 Cr |
| Disclosed history | 3.8 yrs | 4.0 yrs |
| Holdings · top ten weight | 73 · 28% | 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.