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 | SBI MultiCap | Axis Large Cap | SBI Large Cap | Axis Midcap |
|---|---|---|---|---|---|
| Nippon India Growth Mid CapMid Cap | itself | Nippon India Growth Mid Cap and SBI MultiCap share 15% of their portfolios | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | Nippon India Growth Mid Cap and SBI Large Cap share 13% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios | itself | SBI MultiCap and Axis Large Cap share 19% of their portfolios | SBI MultiCap and SBI Large Cap share 26% of their portfolios | SBI MultiCap and Axis Midcap share 20% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios | Axis Large Cap and SBI MultiCap share 19% of their portfolios | itself | Axis Large Cap and SBI Large Cap share 50% of their portfolios | Axis Large Cap and Axis Midcap share 16% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and Nippon India Growth Mid Cap share 13% of their portfolios | SBI Large Cap and SBI MultiCap share 26% of their portfolios | SBI Large Cap and Axis Large Cap share 50% of their portfolios | itself | SBI Large Cap and Axis Midcap share 10% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and SBI MultiCap share 20% of their portfolios | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and SBI Large Cap share 10% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and SBI Large Cap Fund share 50% 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 | SBI MultiCap | Axis Large Cap | SBI Large Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 87% of 109 | 0% of 19 | 47% of 109 | 45% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.86% points | 1.00% points | 1.21% points | 0.93% points | 1.36% points |
| Portfolio turned over a year P1 | 52% | 85% | 73% | 59% | 80% |
| Run by P7 | Rupesh Patel · 3.6 yrs | Bectors Food · ≥ 3 mo | not known | Saurabh Pant · ≥ 3 mo | not known |
| 1-year return | 7.0% | −0.6% | −3.2% | −1.6% | 6.9% |
| 3 years p.a. | 18.6% | 13.3% | 9.2% | 9.2% | 17.1% |
| 5 years p.a. | 18.0% | — | 5.8% | 9.0% | 13.5% |
| Deepest fall (max drawdown) | −19.9% | −15.1% | −15.5% | −15.4% | −19.5% |
| Assets (AUM) | ₹48,143 Cr | ₹24,138 Cr | ₹30,395 Cr | ₹55,417 Cr | ₹32,454 Cr |
| Disclosed history | 14 yrs | 3.7 yrs | 5.9 yrs | 5.8 yrs | 5.9 yrs |
| Holdings · top ten weight | 105 · 25% | 72 · 30% | 49 · 48% | 57 · 47% | 91 · 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.