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 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 | Parag Parikh Flexi Cap | HDFC Multi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Parag Parikh Flexi Cap share 0% of their portfolios | SBI MIDCAP and HDFC Multi Cap share 6% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and SBI MIDCAP share 0% of their portfolios | itself | Parag Parikh Flexi Cap and HDFC Multi Cap share 19% of their portfolios | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and SBI MIDCAP share 6% of their portfolios | HDFC Multi Cap and Parag Parikh Flexi Cap share 19% of their portfolios | itself | HDFC Multi Cap and Nippon India Growth Mid Cap share 28% of their portfolios | HDFC Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Parag Parikh Flexi Cap share 2% of their portfolios | Nippon India Growth Mid Cap and HDFC Multi Cap share 28% of their portfolios | itself | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Multi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Multi Cap Fund and Nippon India Growth Mid Cap Fund share 28% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Parag Parikh Flexi Cap | HDFC Multi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | PPFAS Asset Management Pvt. Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 91% of 109 | 73% of 22 | 87% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.84% points | 1.30% points | 0.86% points | 1.44% points |
| Portfolio turned over a year P1 | 80% | 29% | 79% | 52% | not measured |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Rajeev Thakkar · 13 yrs | not known | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | 3.8% | −5.1% | −2.2% | 7.0% | 4.8% |
| 3 years p.a. | 11.0% | 12.8% | 12.0% | 18.6% | 18.1% |
| 5 years p.a. | 13.5% | 11.5% | — | 18.0% | 16.8% |
| Deepest fall (max drawdown) | −17.9% | −11.0% | −20.2% | −19.9% | −20.9% |
| Assets (AUM) | ₹24,349 Cr | ₹1.46 lakh Cr | ₹20,765 Cr | ₹48,143 Cr | ₹64,136 Cr |
| Disclosed history | 5.8 yrs | 5.0 yrs | 2.4 yrs | 14 yrs | — |
| Holdings · top ten weight | 64 · 28% | 116 · 52% | 127 · 23% | 105 · 25% | none disclosed |
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.