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 | Axis Large Cap | Mirae Asset Large Cap | HDFC Mid Cap | DSP 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 Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% 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 Mirae Asset Large Cap share 58% of their portfolios | Axis Large Cap and HDFC Mid Cap share 4% of their portfolios | Axis Large Cap and DSP Midcap share 11% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | itself | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and Axis Large Cap share 4% of their portfolios | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | itself | HDFC Mid Cap and DSP Midcap share 33% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and Axis Large Cap share 11% of their portfolios | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and HDFC Mid Cap share 33% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and Mirae Asset Large Cap Fund share 58% 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 | Mirae Asset Large Cap | HDFC Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 47% of 109 | 64% of 109 | 66% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.21% points | 1.06% points | 0.92% points | 1.02% points |
| Portfolio turned over a year P1 | 52% | 73% | 53% | 38% | 56% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Gaurav Misra · 7.7 yrs | not known | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 7.0% | −3.2% | −3.3% | 6.6% | 3.6% |
| 3 years p.a. | 18.6% | 9.2% | 8.6% | 17.6% | 14.6% |
| 5 years p.a. | 18.0% | 5.8% | 7.8% | 18.9% | 11.8% |
| Deepest fall (max drawdown) | −19.9% | −15.5% | −15.8% | −16.8% | −21.2% |
| Assets (AUM) | ₹48,143 Cr | ₹30,395 Cr | ₹38,599 Cr | ₹1.07 lakh Cr | ₹20,871 Cr |
| Disclosed history | 14 yrs | 5.9 yrs | 5.1 yrs | 10 mo | 13 yrs |
| Holdings · top ten weight | 105 · 25% | 49 · 48% | 76 · 48% | 81 · 37% | 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.