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 Multicap | HSBC Value | HDFC Mid Cap |
|---|---|---|---|---|
| SBI MIDCAPMid Cap | itself | SBI MIDCAP and Axis Multicap share 12% of their portfolios | SBI MIDCAP and HSBC Value share 8% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and SBI MIDCAP share 12% of their portfolios | itself | Axis Multicap and HSBC Value share 27% of their portfolios | Axis Multicap and HDFC Mid Cap share 16% of their portfolios |
| HSBC ValueValue | HSBC Value and SBI MIDCAP share 8% of their portfolios | HSBC Value and Axis Multicap share 27% of their portfolios | itself | HSBC Value and HDFC Mid Cap share 13% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Axis Multicap share 16% of their portfolios | HDFC Mid Cap and HSBC Value share 13% of their portfolios | itself |
Closest pair: Axis Multicap Fund and HSBC Value Fund share 27% 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 | Axis Multicap | HSBC Value | HDFC Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Value | Mid Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 38% of 109 | 100% of 22 | 100% of 11 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.09% points | 1.45% points | 1.12% points | 0.92% points |
| Portfolio turned over a year P1 | 80% | 96% | 75% | 38% |
| Run by P7 | Bhavin Vithlani · ≥ 3 mo | not known | Venugopal Manghat · 14 yrs | not known |
| 1-year return | 3.8% | 9.8% | 2.4% | 6.6% |
| 3 years p.a. | 11.0% | 20.0% | 15.9% | 17.6% |
| 5 years p.a. | 13.5% | — | — | 18.9% |
| Deepest fall (max drawdown) | −17.9% | −18.1% | −19.6% | −16.8% |
| Assets (AUM) | ₹24,349 Cr | ₹9,775 Cr | ₹15,373 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.8 yrs | 5.2 yrs | 3.8 yrs | 10 mo |
| Holdings · top ten weight | 64 · 28% | 114 · 23% | 86 · 32% | 81 · 37% |
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.