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 | HDFC Small Cap | Axis Midcap | Motilal Oswal Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and HDFC Small Cap share 6% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| HDFC Small CapSmall Cap | HDFC Small Cap and Nippon India Growth Mid Cap share 6% of their portfolios | itself | HDFC Small Cap and Axis Midcap share 7% of their portfolios | HDFC Small Cap and Motilal Oswal Midcap share 0% of their portfolios | HDFC Small Cap and DSP Midcap share 7% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and HDFC Small Cap share 7% of their portfolios | itself | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and DSP Midcap share 43% 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 HDFC Small Cap share 0% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | itself | Motilal Oswal Midcap and DSP Midcap share 22% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | DSP Midcap and HDFC Small Cap share 7% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and Motilal Oswal Midcap share 22% 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.
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 | HDFC Small Cap | Axis Midcap | Motilal Oswal Midcap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Motilal Oswal Asset Management Company Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 63% of 109 | 44% of 109 | 54% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.25% points | 1.36% points | 1.37% points | 1.02% points |
| Portfolio turned over a year P1 | 52% | 46% | 80% | 92% | 56% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | not known | Rakesh Shetty · 3.8 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 7.0% | −2.6% | 6.9% | −0.5% | 3.6% |
| 3 years p.a. | 18.6% | 11.3% | 17.1% | 19.5% | 14.6% |
| 5 years p.a. | 18.0% | 14.8% | 13.5% | 21.1% | 11.8% |
| Deepest fall (max drawdown) | −19.9% | −22.6% | −19.5% | −28.9% | −21.2% |
| Assets (AUM) | ₹48,143 Cr | ₹42,162 Cr | ₹32,454 Cr | ₹41,706 Cr | ₹20,871 Cr |
| Disclosed history | 14 yrs | 2.4 yrs | 5.9 yrs | 4.0 yrs | 13 yrs |
| Holdings · top ten weight | 105 · 25% | 87 · 35% | 91 · 30% | 32 · 54% | 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.