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 | HDFC Flexi Cap | Bandhan Value | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and HDFC Flexi Cap share 13% of their portfolios | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Nippon India Growth Mid Cap share 13% of their portfolios | itself | HDFC Flexi Cap and Bandhan Value share 30% of their portfolios | HDFC Flexi Cap and Axis Midcap share 13% of their portfolios | HDFC Flexi Cap and Motilal Oswal Midcap share 13% of their portfolios |
| Bandhan ValueValue | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios | Bandhan Value and HDFC Flexi Cap share 30% of their portfolios | itself | Bandhan Value and Axis Midcap share 5% of their portfolios | Bandhan Value and Motilal Oswal Midcap share 4% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and HDFC Flexi Cap share 13% of their portfolios | Axis Midcap and Bandhan Value share 5% of their portfolios | itself | Axis Midcap and Motilal Oswal Midcap share 20% 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 HDFC Flexi Cap share 13% of their portfolios | Motilal Oswal Midcap and Bandhan Value share 4% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% 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 | HDFC Flexi Cap | Bandhan Value | Axis Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Value | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Bandhan AMC Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 68% of 109 | 67% of 109 | 44% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.81% points | 1.17% points | 1.36% points | 1.37% points |
| Portfolio turned over a year P1 | 52% | 48% | 68% | 80% | 92% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Daylynn Pinto · ≥ 3.5 yrs | not known | Rakesh Shetty · 3.8 yrs |
| 1-year return | 7.0% | 0.7% | −1.1% | 6.9% | −0.5% |
| 3 years p.a. | 18.6% | 15.8% | 10.4% | 17.1% | 19.5% |
| 5 years p.a. | 18.0% | 16.6% | 12.8% | 13.5% | 21.1% |
| Deepest fall (max drawdown) | −19.9% | −13.3% | −17.9% | −19.5% | −28.9% |
| Assets (AUM) | ₹48,143 Cr | ₹1.13 lakh Cr | ₹10,051 Cr | ₹32,454 Cr | ₹41,706 Cr |
| Disclosed history | 14 yrs | 2.4 yrs | 4.9 yrs | 5.9 yrs | 4.0 yrs |
| Holdings · top ten weight | 105 · 25% | 86 · 44% | 68 · 47% | 91 · 30% | 32 · 54% |
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.