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 | Aditya Birla Sun Life Value | Motilal Oswal Midcap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Aditya Birla Sun Life Value share 13% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios |
| Aditya Birla Sun Life ValueValue | Aditya Birla Sun Life Value and Nippon India Growth Mid Cap share 13% of their portfolios | itself | Aditya Birla Sun Life Value and Motilal Oswal Midcap share 9% of their portfolios | Aditya Birla Sun Life Value and SBI MIDCAP share 7% of their portfolios | Aditya Birla Sun Life Value and Mirae Asset Midcap share 10% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and Aditya Birla Sun Life Value share 9% of their portfolios | itself | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Value share 7% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and Aditya Birla Sun Life Value share 10% of their portfolios | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Mirae Asset Midcap 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.
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 | Aditya Birla Sun Life Value | Motilal Oswal Midcap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Aditya Birla Sun Life AMC Limited | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 49% of 109 | 54% of 109 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.10% points | 1.37% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 52% | 82% | 92% | 80% | 89% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Kunal Sangoi · ≥ 6 mo | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 7.0% | 11.6% | −0.5% | 3.8% | 9.1% |
| 3 years p.a. | 18.6% | 14.9% | 19.5% | 11.0% | 16.4% |
| 5 years p.a. | 18.0% | 14.3% | 21.1% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −19.9% | −22.3% | −28.9% | −17.9% | −22.5% |
| Assets (AUM) | ₹48,143 Cr | ₹6,719 Cr | ₹41,706 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 14 yrs | 8.9 yrs | 4.0 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 105 · 25% | 70 · 32% | 32 · 54% | 64 · 28% | 68 · 32% |
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.