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 Flexi 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 | Aditya Birla Sun Life Flexi Cap | Axis Midcap | SBI MIDCAP | HDFC Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi CapFlexi Cap | itself | Aditya Birla Sun Life Flexi Cap and Axis Midcap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Flexi Cap share 34% of their portfolios | Aditya Birla Sun Life Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | itself | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and HDFC Flexi Cap share 13% of their portfolios | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Aditya Birla Sun Life Flexi Cap share 8% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | itself | SBI MIDCAP and HDFC Flexi Cap share 5% of their portfolios | SBI MIDCAP and UTI - Flexi Cap Fund. share 4% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Aditya Birla Sun Life Flexi Cap share 34% of their portfolios | HDFC Flexi Cap and Axis Midcap share 13% of their portfolios | HDFC Flexi Cap and SBI MIDCAP share 5% of their portfolios | itself | HDFC Flexi Cap and UTI - Flexi Cap Fund. share 30% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and Aditya Birla Sun Life Flexi Cap share 30% of their portfolios | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios | UTI - Flexi Cap Fund. and SBI MIDCAP share 4% of their portfolios | UTI - Flexi Cap Fund. and HDFC Flexi Cap share 30% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and HDFC Flexi Cap Fund share 34% 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 | Aditya Birla Sun Life Flexi Cap | Axis Midcap | SBI MIDCAP | HDFC Flexi Cap | UTI - Flexi Cap Fund. |
|---|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | HDFC Asset Management Company Limited | UTI Asset Mgmt. Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 44% of 109 | 38% of 109 | 68% of 109 | 40% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.36% points | 1.09% points | 0.81% points | 0.68% points |
| Portfolio turned over a year P1 | 50% | 80% | 80% | 48% | 41% |
| Run by P7 | Dhaval Joshi · ≥ 6 mo | not known | Bhavin Vithlani · ≥ 3 mo | not known | Ajay Tyagi · 11 yrs |
| 1-year return | 7.3% | 6.9% | 3.8% | 0.7% | −2.3% |
| 3 years p.a. | 15.0% | 17.1% | 11.0% | 15.8% | 8.4% |
| 5 years p.a. | 11.6% | 13.5% | 13.5% | 16.6% | 4.9% |
| Deepest fall (max drawdown) | −17.0% | −19.5% | −17.9% | −13.3% | −20.1% |
| Assets (AUM) | ₹27,401 Cr | ₹32,454 Cr | ₹24,349 Cr | ₹1.13 lakh Cr | ₹23,434 Cr |
| Disclosed history | 13 yrs | 5.9 yrs | 5.8 yrs | 2.4 yrs | 12 yrs |
| Holdings · top ten weight | 89 · 28% | 91 · 30% | 64 · 28% | 86 · 44% | 62 · 44% |
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.