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 | Mahindra Manulife Multi Cap | SBI MIDCAP | Axis Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Mahindra Manulife Multi Cap share 15% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Nippon India Growth Mid Cap share 15% of their portfolios | itself | Mahindra Manulife Multi Cap and SBI MIDCAP share 10% of their portfolios | Mahindra Manulife Multi Cap and Axis Midcap share 13% of their portfolios | Mahindra Manulife Multi Cap and HDFC Mid Cap share 10% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Mahindra Manulife Multi Cap share 10% of their portfolios | itself | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and Mahindra Manulife Multi Cap share 13% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | itself | Axis Midcap and HDFC Mid Cap share 31% 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 Mahindra Manulife Multi Cap share 10% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | 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.
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 | Mahindra Manulife Multi Cap | SBI MIDCAP | Axis Midcap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Mahindra Manulife Investment Management Pvt Ltd | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 99% of 77 | 38% of 109 | 44% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 2.04% points | 1.09% points | 1.36% points | 0.92% points |
| Portfolio turned over a year P1 | 52% | 151% | 80% | 80% | 38% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Vishal Jajoo · 10 mo | Bhavin Vithlani · ≥ 3 mo | not known | not known |
| 1-year return | 7.0% | 12.5% | 3.8% | 6.9% | 6.6% |
| 3 years p.a. | 18.6% | 17.9% | 11.0% | 17.1% | 17.6% |
| 5 years p.a. | 18.0% | 16.0% | 13.5% | 13.5% | 18.9% |
| Deepest fall (max drawdown) | −19.9% | −20.2% | −17.9% | −19.5% | −16.8% |
| Assets (AUM) | ₹48,143 Cr | ₹7,471 Cr | ₹24,349 Cr | ₹32,454 Cr | ₹1.07 lakh Cr |
| Disclosed history | 14 yrs | 9.4 yrs | 5.8 yrs | 5.9 yrs | 10 mo |
| Holdings · top ten weight | 105 · 25% | 73 · 38% | 64 · 28% | 91 · 30% | 81 · 37% |
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.