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 Large Cap | Aditya Birla Sun Life Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Aditya Birla Sun Life Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and HDFC Mid Cap share 8% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself | Aditya Birla Sun Life Large Cap and HDFC Mid Cap share 11% of their portfolios | Aditya Birla Sun Life Large Cap and SBI MIDCAP share 4% 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 HDFC Large Cap share 8% of their portfolios | HDFC Mid Cap and Aditya Birla Sun Life Large Cap share 11% of their portfolios | itself | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Large Cap share 4% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 Large Cap | Aditya Birla Sun Life Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 51% of 109 | 52% of 109 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 0.70% points | 0.87% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | 52% | 45% | 53% | 38% | 80% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Harish Krishnan · ≥ 6 mo | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 7.0% | −3.2% | −4.2% | 6.6% | 3.8% |
| 3 years p.a. | 18.6% | 9.1% | 9.5% | 17.6% | 11.0% |
| 5 years p.a. | 18.0% | 10.6% | 8.9% | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −19.9% | −16.4% | −16.7% | −16.8% | −17.9% |
| Assets (AUM) | ₹48,143 Cr | ₹40,166 Cr | ₹29,521 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | 14 yrs | 1.8 yrs | 1.3 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 105 · 25% | 50 · 53% | 77 · 43% | 81 · 37% | 64 · 28% |
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.