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 | Bandhan Value | HDFC Large Cap | Axis Midcap | SBI MIDCAP | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Bandhan ValueValue | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios | itself | Bandhan Value and HDFC Large Cap share 37% of their portfolios | Bandhan Value and Axis Midcap share 5% of their portfolios | Bandhan Value and SBI MIDCAP share 7% of their portfolios | Bandhan Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios | HDFC Large Cap and Bandhan Value share 37% of their portfolios | itself | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and Bandhan Value share 5% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | itself | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap 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 | SBI MIDCAP and Bandhan Value share 7% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | itself | SBI MIDCAP 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 Bandhan Value: 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 Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Axis Midcap Fund share 42% 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 | Bandhan Value | HDFC Large Cap | Axis Midcap | SBI MIDCAP | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Value | Large Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Bandhan AMC Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 67% of 109 | 51% of 109 | 44% of 109 | 38% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.17% points | 0.70% points | 1.36% points | 1.09% points | 1.44% points |
| Portfolio turned over a year P1 | 52% | 68% | 45% | 80% | 80% | not measured |
| Run by P7 | Rupesh Patel · 3.6 yrs | Daylynn Pinto · ≥ 3.5 yrs | not known | not known | Bhavin Vithlani · ≥ 3 mo | not known |
| 1-year return | 7.0% | −1.1% | −3.2% | 6.9% | 3.8% | 4.8% |
| 3 years p.a. | 18.6% | 10.4% | 9.1% | 17.1% | 11.0% | 18.1% |
| 5 years p.a. | 18.0% | 12.8% | 10.6% | 13.5% | 13.5% | 16.8% |
| Deepest fall (max drawdown) | −19.9% | −17.9% | −16.4% | −19.5% | −17.9% | −20.9% |
| Assets (AUM) | ₹48,143 Cr | ₹10,051 Cr | ₹40,166 Cr | ₹32,454 Cr | ₹24,349 Cr | ₹64,136 Cr |
| Disclosed history | 14 yrs | 4.9 yrs | 1.8 yrs | 5.9 yrs | 5.8 yrs | — |
| Holdings · top ten weight | 105 · 25% | 68 · 47% | 50 · 53% | 91 · 30% | 64 · 28% | 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.