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 | DSP Midcap | Mirae Asset Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset 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 |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | itself | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and HDFC Mid Cap share 33% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios | itself | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios | Mirae Asset Large Cap and SBI MIDCAP share 5% 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 DSP Midcap share 33% of their portfolios | HDFC Mid Cap and Mirae Asset Large Cap share 8% 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 DSP Midcap share 20% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% 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 | DSP Midcap | Mirae Asset Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | DSP Asset Managers Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 43% of 109 | 64% of 109 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.02% points | 1.06% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | 52% | 56% | 53% | 38% | 80% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Vinit Sambre · ≥ 1.2 yrs | Gaurav Misra · 7.7 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 7.0% | 3.6% | −3.3% | 6.6% | 3.8% |
| 3 years p.a. | 18.6% | 14.6% | 8.6% | 17.6% | 11.0% |
| 5 years p.a. | 18.0% | 11.8% | 7.8% | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −19.9% | −21.2% | −15.8% | −16.8% | −17.9% |
| Assets (AUM) | ₹48,143 Cr | ₹20,871 Cr | ₹38,599 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | 14 yrs | 13 yrs | 5.1 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 105 · 25% | 66 · 30% | 76 · 48% | 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.