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.
6 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 | Mirae Asset Large Cap | HDFC Large Cap | UTI - Flexi Cap Fund. | Kotak Mid Cap | DSP Midcap |
|---|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and UTI - Flexi Cap Fund. share 17% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | itself | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | Mirae Asset Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | itself | HDFC Large Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Nippon India Growth Mid Cap share 17% of their portfolios | UTI - Flexi Cap Fund. and Mirae Asset Large Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and HDFC Large Cap share 30% of their portfolios | itself | UTI - Flexi Cap Fund. and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | UTI - Flexi Cap Fund. and DSP Midcap share 18% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and UTI - Flexi Cap Fund.: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and UTI - Flexi Cap Fund. share 18% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Mirae Asset Large Cap Fund and HDFC Large Cap Fund share 49% 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 | Mirae Asset Large Cap | HDFC Large Cap | UTI - Flexi Cap Fund. | Kotak Mid Cap | DSP Midcap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. | Kotak Mahindra Asset Management Company Limited. | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 64% of 109 | 51% of 109 | 40% of 109 | 83% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.06% points | 0.70% points | 0.68% points | 1.44% points | 1.02% points |
| Portfolio turned over a year P1 | 52% | 53% | 45% | 41% | not measured | 56% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Gaurav Misra · 7.7 yrs | not known | Ajay Tyagi · 11 yrs | not known | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 7.0% | −3.3% | −3.2% | −2.3% | 4.8% | 3.6% |
| 3 years p.a. | 18.6% | 8.6% | 9.1% | 8.4% | 18.1% | 14.6% |
| 5 years p.a. | 18.0% | 7.8% | 10.6% | 4.9% | 16.8% | 11.8% |
| Deepest fall (max drawdown) | −19.9% | −15.8% | −16.4% | −20.1% | −20.9% | −21.2% |
| Assets (AUM) | ₹48,143 Cr | ₹38,599 Cr | ₹40,166 Cr | ₹23,434 Cr | ₹64,136 Cr | ₹20,871 Cr |
| Disclosed history | 14 yrs | 5.1 yrs | 1.8 yrs | 12 yrs | — | 13 yrs |
| Holdings · top ten weight | 105 · 25% | 76 · 48% | 50 · 53% | 62 · 44% | none disclosed | 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.