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.
4 of 6 chosen
Add another Mid 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 | SBI MIDCAP | Axis Midcap | SBI Large Cap | Nippon India Large Cap |
|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and SBI Large Cap share 12% of their portfolios | SBI MIDCAP and Nippon India Large Cap share 4% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI MIDCAP share 24% of their portfolios | itself | Axis Midcap and SBI Large Cap share 10% of their portfolios | Axis Midcap and Nippon India Large Cap share 13% of their portfolios |
| SBI Large CapLarge Cap | SBI Large Cap and SBI MIDCAP share 12% of their portfolios | SBI Large Cap and Axis Midcap share 10% of their portfolios | itself | SBI Large Cap and Nippon India Large Cap share 51% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and SBI MIDCAP share 4% of their portfolios | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | Nippon India Large Cap and SBI Large Cap share 51% of their portfolios | itself |
Closest pair: SBI Large Cap Fund and Nippon India Large Cap Fund share 51% 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 | SBI MIDCAP | Axis Midcap | SBI Large Cap | Nippon India Large Cap |
|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Large Cap | Large Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 44% of 109 | 45% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.36% points | 0.93% points | 1.01% points |
| Portfolio turned over a year P1 | 80% | 80% | 59% | 57% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | Saurabh Pant · ≥ 3 mo | Sailesh Raj Bhan · 19 yrs |
| 1-year return | 3.8% | 6.9% | −1.6% | −4.7% |
| 3 years p.a. | 11.0% | 17.1% | 9.2% | 11.1% |
| 5 years p.a. | 13.5% | 13.5% | 9.0% | 12.8% |
| Deepest fall (max drawdown) | −17.9% | −19.5% | −15.4% | −15.4% |
| Assets (AUM) | ₹24,349 Cr | ₹32,454 Cr | ₹55,417 Cr | ₹52,344 Cr |
| Disclosed history | 5.8 yrs | 5.9 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 64 · 28% | 91 · 30% | 57 · 47% | 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.