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 Flexi 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 | UTI - Flexi Cap Fund. | SBI MIDCAP | Nippon India Growth Mid Cap | Axis Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|---|
| UTI - Flexi Cap Fund.Flexi Cap | itself | UTI - Flexi Cap Fund. and SBI MIDCAP share 4% of their portfolios | UTI - Flexi Cap Fund. and Nippon India Growth Mid Cap share 17% of their portfolios | UTI - Flexi Cap Fund. and Axis Large Cap share 40% of their portfolios | UTI - Flexi Cap Fund. and HDFC Flexi Cap share 30% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and UTI - Flexi Cap Fund. share 4% of their portfolios | itself | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and HDFC Flexi Cap share 5% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and UTI - Flexi Cap Fund. share 17% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | itself | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | Nippon India Growth Mid Cap and HDFC Flexi Cap share 13% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and UTI - Flexi Cap Fund. share 40% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and Nippon India Growth Mid Cap share 11% of their portfolios | itself | Axis Large Cap and HDFC Flexi Cap share 47% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios | HDFC Flexi Cap and SBI MIDCAP share 5% of their portfolios | HDFC Flexi Cap and Nippon India Growth Mid Cap share 13% of their portfolios | HDFC Flexi Cap and Axis Large Cap share 47% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and HDFC Flexi Cap Fund share 47% 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 | UTI - Flexi Cap Fund. | SBI MIDCAP | Nippon India Growth Mid Cap | Axis Large Cap | HDFC Flexi Cap |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Large Cap | Flexi Cap |
| Fund house | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 40% of 109 | 38% of 109 | 87% of 109 | 47% of 109 | 68% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.68% points | 1.09% points | 0.86% points | 1.21% points | 0.81% points |
| Portfolio turned over a year P1 | 41% | 80% | 52% | 73% | 48% |
| Run by P7 | Ajay Tyagi · 11 yrs | Bhavin Vithlani · ≥ 3 mo | Rupesh Patel · 3.6 yrs | not known | not known |
| 1-year return | −2.3% | 3.8% | 7.0% | −3.2% | 0.7% |
| 3 years p.a. | 8.4% | 11.0% | 18.6% | 9.2% | 15.8% |
| 5 years p.a. | 4.9% | 13.5% | 18.0% | 5.8% | 16.6% |
| Deepest fall (max drawdown) | −20.1% | −17.9% | −19.9% | −15.5% | −13.3% |
| Assets (AUM) | ₹23,434 Cr | ₹24,349 Cr | ₹48,143 Cr | ₹30,395 Cr | ₹1.13 lakh Cr |
| Disclosed history | 12 yrs | 5.8 yrs | 14 yrs | 5.9 yrs | 2.4 yrs |
| Holdings · top ten weight | 62 · 44% | 64 · 28% | 105 · 25% | 49 · 48% | 86 · 44% |
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.