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. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
3 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 | HDFC Mid Cap | Nippon India Large Cap |
|---|---|---|---|
| Nippon India Multi CapMulti Cap | itself | Nippon India Multi Cap and HDFC Mid Cap share 13% of their portfolios | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios | itself | HDFC Mid Cap and Nippon India Large Cap share 7% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and Nippon India Large Cap Fund share 55% 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 Multi Cap | HDFC Mid Cap | Nippon India Large Cap |
|---|---|---|---|
| Category | Multi Cap | Mid Cap | Large Cap |
| Fund house | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 50% of 109 | 66% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.84% points | 0.92% points | 1.01% points |
| Portfolio turned over a year P1 | 66% | 38% | 57% |
| Run by P7 | Sailesh Raj Bhan · 21 yrs | not known | Sailesh Raj Bhan · 19 yrs |
| 1-year return | −1.4% | 6.6% | −4.7% |
| 3 years p.a. | 13.5% | 17.6% | 11.1% |
| 5 years p.a. | 16.4% | 18.9% | 12.8% |
| Deepest fall (max drawdown) | −18.6% | −16.8% | −15.4% |
| Assets (AUM) | ₹53,760 Cr | ₹1.07 lakh Cr | ₹52,344 Cr |
| Disclosed history | 14 yrs | 10 mo | 13 yrs |
| Holdings · top ten weight | 123 · 29% | 81 · 37% | 69 · 45% |
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.