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 Multi 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 Multi Cap | DSP Midcap | Mirae Asset Midcap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and DSP Midcap share 17% of their portfolios | Nippon India Multi Cap and Mirae Asset Midcap share 17% of their portfolios | Nippon India Multi Cap and SBI MultiCap share 19% of their portfolios | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Nippon India Multi Cap share 17% of their portfolios | itself | DSP Midcap and Mirae Asset Midcap share 22% of their portfolios | DSP Midcap and SBI MultiCap share 11% of their portfolios | DSP Midcap and Quant Multi Cap share 5% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and Nippon India Multi Cap share 17% of their portfolios | Mirae Asset Midcap and DSP Midcap share 22% of their portfolios | itself | Mirae Asset Midcap and SBI MultiCap share 10% of their portfolios | Mirae Asset Midcap and Quant Multi Cap share 1% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Nippon India Multi Cap share 19% of their portfolios | SBI MultiCap and DSP Midcap share 11% of their portfolios | SBI MultiCap and Mirae Asset Midcap share 10% of their portfolios | itself | SBI MultiCap and Quant Multi Cap share 13% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios | Quant Multi Cap and DSP Midcap share 5% of their portfolios | Quant Multi Cap and Mirae Asset Midcap share 1% of their portfolios | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Mirae Asset Midcap Fund share 22% 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 | Nippon India Multi Cap | DSP Midcap | Mirae Asset Midcap | SBI MultiCap | Quant Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | Nippon Life India Asset Management Limited | DSP Asset Managers Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited | quant Money Managers Limited |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 43% of 109 | 41% of 51 | 0% of 19 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 1.02% points | 1.55% points | 1.00% points | 0.93% points |
| Portfolio turned over a year P1 | 66% | 56% | 89% | 85% | 88% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | Vinit Sambre · ≥ 1.2 yrs | Ankit Jain · 7.2 yrs | Bectors Food · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs |
| 1-year return | −1.4% | 3.6% | 9.1% | −0.6% | 4.9% |
| 3 years p.a. | 13.5% | 14.6% | 16.4% | 13.3% | 10.5% |
| 5 years p.a. | 16.4% | 11.8% | 15.8% | — | 11.7% |
| Deepest fall (max drawdown) | −18.6% | −21.2% | −22.5% | −15.1% | −25.3% |
| Assets (AUM) | ₹53,760 Cr | ₹20,871 Cr | ₹20,000 Cr | ₹24,138 Cr | ₹7,717 Cr |
| Disclosed history | 14 yrs | 13 yrs | 5.1 yrs | 3.7 yrs | 6.9 yrs |
| Holdings · top ten weight | 123 · 29% | 66 · 30% | 68 · 32% | 72 · 30% | 74 · 53% |
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.