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 | Nippon India Growth Mid Cap | Quant Small Cap | Nippon India Value | Motilal Oswal Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Quant Small Cap share 4% of their portfolios | Nippon India Growth Mid Cap and Nippon India Value share 20% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Nippon India Growth Mid Cap share 4% of their portfolios | itself | Quant Small Cap and Nippon India Value share 5% of their portfolios | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and HDFC Mid Cap share 4% of their portfolios |
| Nippon India ValueValue | Nippon India Value and Nippon India Growth Mid Cap share 20% of their portfolios | Nippon India Value and Quant Small Cap share 5% of their portfolios | itself | Nippon India Value and Motilal Oswal Midcap share 3% of their portfolios | Nippon India Value and HDFC Mid Cap share 10% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and Nippon India Value share 3% of their portfolios | itself | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and Quant Small Cap share 4% of their portfolios | HDFC Mid Cap and Nippon India Value share 10% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and HDFC Mid Cap 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 | Nippon India Growth Mid Cap | Quant Small Cap | Nippon India Value | Motilal Oswal Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Value | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | quant Money Managers Limited | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 69% of 109 | 93% of 109 | 54% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.84% points | 0.82% points | 1.37% points | 0.92% points |
| Portfolio turned over a year P1 | 52% | 75% | 82% | 92% | 38% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Ankit Pande · ≥ 2.5 yrs | Meenakshi Dawar · 8.3 yrs | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 7.0% | 12.7% | −2.8% | −0.5% | 6.6% |
| 3 years p.a. | 18.6% | 18.5% | 14.0% | 19.5% | 17.6% |
| 5 years p.a. | 18.0% | 19.2% | 13.4% | 21.1% | 18.9% |
| Deepest fall (max drawdown) | −19.9% | −24.4% | −17.6% | −28.9% | −16.8% |
| Assets (AUM) | ₹48,143 Cr | ₹34,069 Cr | ₹8,875 Cr | ₹41,706 Cr | ₹1.07 lakh Cr |
| Disclosed history | 14 yrs | 7.5 yrs | 12 yrs | 4.0 yrs | 10 mo |
| Holdings · top ten weight | 105 · 25% | 120 · 43% | 94 · 36% | 32 · 54% | 81 · 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.