Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
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 Multicap | Quant Multi Cap | Kotak Multi Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and Axis Multicap share 26% of their portfolios | Nippon India Growth Mid Cap and Quant Multi Cap share 4% of their portfolios | Nippon India Growth Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Nippon India Growth Mid Cap share 26% of their portfolios | itself | Axis Multicap and Quant Multi Cap share 10% of their portfolios | Axis Multicap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Multicap and SBI MIDCAP share 12% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Nippon India Growth Mid Cap share 4% of their portfolios | Quant Multi Cap and Axis Multicap share 10% of their portfolios | itself | Quant Multi Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Quant Multi Cap and SBI MIDCAP share 8% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Multicap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Quant Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and SBI MIDCAP: no portfolio disclosed for Kotak Multi Cap |
| SBI MIDCAPMid Cap | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Axis Multicap share 12% of their portfolios | SBI MIDCAP and Quant Multi Cap share 8% of their portfolios | SBI MIDCAP and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself |
Closest pair: Nippon India Growth Mid Cap Fund and SBI MIDCAP FUND share 26% 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 Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, 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 | Axis Multicap | Quant Multi Cap | Kotak Multi Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Multi Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | quant Money Managers Limited | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 100% of 22 | 73% of 109 | 100% of 24 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.45% points | 0.93% points | 1.62% points | 1.09% points |
| Portfolio turned over a year P1 | 52% | 96% | 88% | not measured | 80% |
| Run by P7 | Rupesh Patel · 3.6 yrs | not known | Ankit Pande · ≥ 2.5 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 7.0% | 9.8% | 4.9% | 4.2% | 3.8% |
| 3 years p.a. | 18.6% | 20.0% | 10.5% | 17.3% | 11.0% |
| 5 years p.a. | 18.0% | — | 11.7% | — | 13.5% |
| Deepest fall (max drawdown) | −19.9% | −18.1% | −25.3% | −21.0% | −17.9% |
| Assets (AUM) | ₹48,143 Cr | ₹9,775 Cr | ₹7,717 Cr | ₹25,937 Cr | ₹24,349 Cr |
| Disclosed history | 14 yrs | 5.2 yrs | 6.9 yrs | — | 5.8 yrs |
| Holdings · top ten weight | 105 · 25% | 114 · 23% | 74 · 53% | none disclosed | 64 · 28% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.