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 Value | SBI MIDCAP | DSP Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and HDFC Value share 19% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios |
| HDFC ValueValue | HDFC Value and Nippon India Growth Mid Cap share 19% of their portfolios | itself | HDFC Value and SBI MIDCAP share 6% of their portfolios | HDFC Value and DSP Midcap share 17% of their portfolios | HDFC Value and Motilal Oswal Midcap share 11% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and HDFC Value share 6% of their portfolios | itself | SBI MIDCAP and DSP Midcap share 20% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and HDFC Value share 17% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios | itself | DSP Midcap and Motilal Oswal Midcap share 22% 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 Value share 11% of their portfolios | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and DSP Midcap Fund share 36% 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 Value | SBI MIDCAP | DSP Midcap | Motilal Oswal Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited | DSP Asset Managers Private Limited | Motilal Oswal Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 53% of 109 | 38% of 109 | 43% of 109 | 54% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.07% points | 1.09% points | 1.02% points | 1.37% points |
| Portfolio turned over a year P1 | 52% | 54% | 80% | 56% | 92% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Bhavin Vithlani · ≥ 3 mo | Vinit Sambre · ≥ 1.2 yrs | Rakesh Shetty · 3.8 yrs |
| 1-year return | 7.0% | 5.9% | 3.8% | 3.6% | −0.5% |
| 3 years p.a. | 18.6% | 16.2% | 11.0% | 14.6% | 19.5% |
| 5 years p.a. | 18.0% | 13.9% | 13.5% | 11.8% | 21.1% |
| Deepest fall (max drawdown) | −19.9% | −18.2% | −17.9% | −21.2% | −28.9% |
| Assets (AUM) | ₹48,143 Cr | ₹8,150 Cr | ₹24,349 Cr | ₹20,871 Cr | ₹41,706 Cr |
| Disclosed history | 14 yrs | 10 mo | 5.8 yrs | 13 yrs | 4.0 yrs |
| Holdings · top ten weight | 105 · 25% | 80 · 32% | 64 · 28% | 66 · 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.