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 | Kotak Flexi Cap | Parag Parikh Flexi Cap | Axis Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Nippon India Growth Mid Cap and Parag Parikh Flexi Cap share 2% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| Kotak Flexi CapFlexi Cap | Kotak Flexi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Kotak Flexi Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and Axis Midcap: no portfolio disclosed for Kotak Flexi Cap | Kotak Flexi Cap and DSP Midcap: no portfolio disclosed for Kotak Flexi Cap |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | itself | Parag Parikh Flexi Cap and Axis Midcap share 2% of their portfolios | Parag Parikh Flexi Cap and DSP Midcap share 5% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | Axis Midcap and Parag Parikh Flexi Cap share 2% of their portfolios | itself | Axis Midcap and DSP Midcap share 43% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and Kotak Flexi Cap: no portfolio disclosed for Kotak Flexi Cap | DSP Midcap and Parag Parikh Flexi Cap share 5% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | itself |
Closest pair: Axis Midcap Fund and DSP Midcap Fund share 43% 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 Flexi 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 | Kotak Flexi Cap | Parag Parikh Flexi Cap | Axis Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | PPFAS Asset Management Pvt. Ltd. | Axis Asset Management Co. Ltd. | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 45% of 109 | 91% of 109 | 44% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.09% points | 0.84% points | 1.36% points | 1.02% points |
| Portfolio turned over a year P1 | 52% | not measured | 29% | 80% | 56% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Rajeev Thakkar · 13 yrs | not known | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 7.0% | −1.6% | −5.1% | 6.9% | 3.6% |
| 3 years p.a. | 18.6% | 11.5% | 12.8% | 17.1% | 14.6% |
| 5 years p.a. | 18.0% | 10.6% | 11.5% | 13.5% | 11.8% |
| Deepest fall (max drawdown) | −19.9% | −16.3% | −11.0% | −19.5% | −21.2% |
| Assets (AUM) | ₹48,143 Cr | ₹54,857 Cr | ₹1.46 lakh Cr | ₹32,454 Cr | ₹20,871 Cr |
| Disclosed history | 14 yrs | — | 5.0 yrs | 5.9 yrs | 13 yrs |
| Holdings · top ten weight | 105 · 25% | none disclosed | 116 · 52% | 91 · 30% | 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.