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.
Overlap
share of the portfolio the two funds hold in common
| Franklin India Mid Cap | HDFC Mid Cap | |
|---|---|---|
| Franklin India Mid Cap | itself | 25% |
| HDFC Mid Cap | 25% | itself |
Most alike: Franklin India Mid Cap Fund and HDFC Mid Cap Fund share 25% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Franklin India Mid Cap | HDFC Mid Cap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 35% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.07% | 0.92% |
| Portfolio turned over a year P1 | 72% | 38% |
| Run by P7 | not known | not known |
| 1-year return | 2.0% | 6.6% |
| 3 years p.a. | 16.2% | 17.6% |
| 5 years p.a. | 13.6% | 18.9% |
| Deepest fall (max drawdown) | −18.3% | −16.8% |
| Assets (AUM) | ₹13,077 Cr | ₹1.07 lakh Cr |
| Disclosed history | 12 yrs | 10 mo |
| Holdings · top ten weight | 82 · 25% | 81 · 37% |
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.