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 | Tata Value | Mirae Asset Large Cap | Axis Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Tata Value share 11% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios |
| Tata ValueValue | Tata Value and Nippon India Growth Mid Cap share 11% of their portfolios | itself | Tata Value and Mirae Asset Large Cap share 25% of their portfolios | Tata Value and Axis Midcap share 14% of their portfolios | Tata Value and HDFC Mid Cap share 7% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Tata Value share 25% of their portfolios | itself | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and Tata Value share 14% of their portfolios | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | itself | Axis Midcap and HDFC Mid Cap share 31% 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 Tata Value share 7% of their portfolios | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Axis Midcap Fund share 42% 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 | Tata Value | Mirae Asset Large Cap | Axis Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Large Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Tata Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 63% of 109 | 64% of 109 | 44% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.15% points | 1.06% points | 1.36% points | 0.92% points |
| Portfolio turned over a year P1 | 52% | 81% | 53% | 80% | 38% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Sonam Udasi · ≥ 9 mo | Gaurav Misra · 7.7 yrs | not known | not known |
| 1-year return | 7.0% | 0.2% | −3.3% | 6.9% | 6.6% |
| 3 years p.a. | 18.6% | 12.9% | 8.6% | 17.1% | 17.6% |
| 5 years p.a. | 18.0% | 13.3% | 7.8% | 13.5% | 18.9% |
| Deepest fall (max drawdown) | −19.9% | −20.9% | −15.8% | −19.5% | −16.8% |
| Assets (AUM) | ₹48,143 Cr | ₹8,440 Cr | ₹38,599 Cr | ₹32,454 Cr | ₹1.07 lakh Cr |
| Disclosed history | 14 yrs | 11 yrs | 5.1 yrs | 5.9 yrs | 10 mo |
| Holdings · top ten weight | 105 · 25% | 41 · 52% | 76 · 48% | 91 · 30% | 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.