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
| Quant Mid Cap | HDFC Mid Cap | |
|---|---|---|
| Quant Mid Cap | itself | 10% |
| HDFC Mid Cap | 10% | itself |
Most alike: Quant Mid Cap Fund and HDFC Mid Cap Fund share 10% 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 | Quant Mid Cap | HDFC Mid Cap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 57% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.13% | 0.92% |
| Portfolio turned over a year P1 | 98% | 38% |
| Run by P7 | Ankit Pande · ≥ 2.5 yrs | not known |
| 1-year return | 3.9% | 6.6% |
| 3 years p.a. | 11.2% | 17.6% |
| 5 years p.a. | 15.6% | 18.9% |
| Deepest fall (max drawdown) | −25.9% | −16.8% |
| Assets (AUM) | ₹8,107 Cr | ₹1.07 lakh Cr |
| Disclosed history | 6.3 yrs | 10 mo |
| Holdings · top ten weight | 44 · 66% | 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.