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 | SBI MIDCAP | Axis Multicap | ICICI Prudential Multi Cap | DSP Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Axis Multicap share 26% of their portfolios | Nippon India Growth Mid Cap and ICICI Prudential Multi Cap share 19% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | itself | SBI MIDCAP and Axis Multicap share 12% of their portfolios | SBI MIDCAP and ICICI Prudential Multi Cap share 12% of their portfolios | SBI MIDCAP and DSP Midcap share 20% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Growth Mid Cap share 26% of their portfolios | Axis Multicap and SBI MIDCAP share 12% of their portfolios | itself | Axis Multicap and ICICI Prudential Multi Cap share 23% of their portfolios | Axis Multicap and DSP Midcap share 24% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Nippon India Growth Mid Cap share 19% of their portfolios | ICICI Prudential Multi Cap and SBI MIDCAP share 12% of their portfolios | ICICI Prudential Multi Cap and Axis Multicap share 23% of their portfolios | itself | ICICI Prudential Multi Cap and DSP Midcap share 25% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and Axis Multicap share 24% of their portfolios | DSP Midcap and ICICI Prudential Multi Cap share 25% 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 | SBI MIDCAP | Axis Multicap | ICICI Prudential Multi Cap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Multi Cap | Multi Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | ICICI Prudential Asset Management Company Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 38% of 109 | 100% of 22 | 49% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.09% points | 1.45% points | 1.03% points | 1.02% points |
| Portfolio turned over a year P1 | 52% | 80% | 96% | 108% | 56% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo | not known | Lalit Kumar · 1.1 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 7.0% | 3.8% | 9.8% | 6.8% | 3.6% |
| 3 years p.a. | 18.6% | 11.0% | 20.0% | 15.9% | 14.6% |
| 5 years p.a. | 18.0% | 13.5% | — | 15.0% | 11.8% |
| Deepest fall (max drawdown) | −19.9% | −17.9% | −18.1% | −17.3% | −21.2% |
| Assets (AUM) | ₹48,143 Cr | ₹24,349 Cr | ₹9,775 Cr | ₹19,305 Cr | ₹20,871 Cr |
| Disclosed history | 14 yrs | 5.8 yrs | 5.2 yrs | 11 yrs | 13 yrs |
| Holdings · top ten weight | 105 · 25% | 64 · 28% | 114 · 23% | 167 · 24% | 66 · 30% |
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.