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 | Axis Large Cap | HDFC Large Cap | Axis Midcap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Axis Large Cap share 11% 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 Mirae Asset Midcap share 31% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and Mirae Asset Midcap share 2% 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 Axis Large Cap share 54% 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 Mirae Asset Midcap share 11% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and Axis Large Cap share 16% 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 Mirae Asset Midcap share 25% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% 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 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 Axis Large Cap share 2% of their portfolios | Mirae Asset Midcap and HDFC Large Cap share 11% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and HDFC Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Axis Large Cap | HDFC Large Cap | Axis Midcap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 47% of 109 | 51% of 109 | 44% of 109 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.21% points | 0.70% points | 1.36% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 52% | 73% | 45% | 80% | 80% | 89% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | not known | not known | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 7.0% | −3.2% | −3.2% | 6.9% | 3.8% | 9.1% |
| 3 years p.a. | 18.6% | 9.2% | 9.1% | 17.1% | 11.0% | 16.4% |
| 5 years p.a. | 18.0% | 5.8% | 10.6% | 13.5% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −19.9% | −15.5% | −16.4% | −19.5% | −17.9% | −22.5% |
| Assets (AUM) | ₹48,143 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹32,454 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 14 yrs | 5.9 yrs | 1.8 yrs | 5.9 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 105 · 25% | 49 · 48% | 50 · 53% | 91 · 30% | 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.