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 | HDFC Mid Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| 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 HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| 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 HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| 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 HDFC Mid Cap share 16% of their portfolios | Axis Multicap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Axis Multicap share 16% of their portfolios | itself | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Multicap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Nippon India Growth Mid Cap Fund and HDFC Mid Cap Fund share 31% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | HDFC Mid Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 38% of 109 | 100% of 22 | 66% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.09% points | 1.45% points | 0.92% points | 1.44% points |
| Portfolio turned over a year P1 | 52% | 80% | 96% | 38% | not measured |
| Run by P7 | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo | not known | not known | not known |
| 1-year return | 7.0% | 3.8% | 9.8% | 6.6% | 4.8% |
| 3 years p.a. | 18.6% | 11.0% | 20.0% | 17.6% | 18.1% |
| 5 years p.a. | 18.0% | 13.5% | — | 18.9% | 16.8% |
| Deepest fall (max drawdown) | −19.9% | −17.9% | −18.1% | −16.8% | −20.9% |
| Assets (AUM) | ₹48,143 Cr | ₹24,349 Cr | ₹9,775 Cr | ₹1.07 lakh Cr | ₹64,136 Cr |
| Disclosed history | 14 yrs | 5.8 yrs | 5.2 yrs | 10 mo | — |
| Holdings · top ten weight | 105 · 25% | 64 · 28% | 114 · 23% | 81 · 37% | none disclosed |
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.