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 | SBI MultiCap | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Parag Parikh Flexi Cap share 0% of their portfolios | SBI MIDCAP and SBI MultiCap share 16% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and SBI MIDCAP share 0% of their portfolios | itself | Parag Parikh Flexi Cap and SBI MultiCap share 14% of their portfolios | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and HDFC Mid Cap share 1% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and SBI MIDCAP share 16% of their portfolios | SBI MultiCap and Parag Parikh Flexi Cap share 14% of their portfolios | itself | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios | SBI MultiCap and HDFC Mid Cap share 9% of their portfolios |
| 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 SBI MultiCap share 15% of their portfolios | itself | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Parag Parikh Flexi Cap share 1% of their portfolios | HDFC Mid Cap and SBI MultiCap share 9% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and HDFC Mid Cap Fund share 31% 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 | SBI MIDCAP | Parag Parikh Flexi Cap | SBI MultiCap | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | SBI Funds Management Limited | PPFAS Asset Management Pvt. Ltd. | SBI Funds Management Limited | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 91% of 109 | 0% of 19 | 87% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 0.84% points | 1.00% points | 0.86% points | 0.92% points |
| Portfolio turned over a year P1 | 80% | 29% | 85% | 52% | 38% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | Rajeev Thakkar · 13 yrs | Bectors Food · ≥ 3 mo | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | 3.8% | −5.1% | −0.6% | 7.0% | 6.6% |
| 3 years p.a. | 11.0% | 12.8% | 13.3% | 18.6% | 17.6% |
| 5 years p.a. | 13.5% | 11.5% | — | 18.0% | 18.9% |
| Deepest fall (max drawdown) | −17.9% | −11.0% | −15.1% | −19.9% | −16.8% |
| Assets (AUM) | ₹24,349 Cr | ₹1.46 lakh Cr | ₹24,138 Cr | ₹48,143 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.8 yrs | 5.0 yrs | 3.7 yrs | 14 yrs | 10 mo |
| Holdings · top ten weight | 64 · 28% | 116 · 52% | 72 · 30% | 105 · 25% | 81 · 37% |
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.