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 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 | SBI FLEXICAP | Axis Midcap | SBI MIDCAP | Parag Parikh Flexi Cap |
|---|---|---|---|---|
| SBI FLEXICAPFlexi Cap | itself | SBI FLEXICAP and Axis Midcap share 14% of their portfolios | SBI FLEXICAP and SBI MIDCAP share 17% of their portfolios | SBI FLEXICAP and Parag Parikh Flexi Cap share 20% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and SBI FLEXICAP share 14% of their portfolios | itself | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and Parag Parikh Flexi Cap share 2% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and SBI FLEXICAP share 17% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | itself | SBI MIDCAP and Parag Parikh Flexi Cap share 0% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and SBI FLEXICAP share 20% of their portfolios | Parag Parikh Flexi Cap and Axis Midcap share 2% of their portfolios | Parag Parikh Flexi Cap and SBI MIDCAP share 0% of their portfolios | itself |
Closest pair: Axis Midcap Fund and SBI MIDCAP FUND share 24% 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 FLEXICAP | Axis Midcap | SBI MIDCAP | Parag Parikh Flexi Cap |
|---|---|---|---|---|
| Category | Flexi Cap | Mid Cap | Mid Cap | Flexi Cap |
| Fund house | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | 58% of 109 | 44% of 109 | 38% of 109 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.03% points | 1.36% points | 1.09% points | 0.84% points |
| Portfolio turned over a year P1 | 129% | 80% | 80% | 29% |
| Run by P7 | Anup Upadhyay · ≥ 3 mo | not known | Bhavin Vithlani · ≥ 3 mo | Rajeev Thakkar · 13 yrs |
| 1-year return | −2.1% | 6.9% | 3.8% | −5.1% |
| 3 years p.a. | 8.6% | 17.1% | 11.0% | 12.8% |
| 5 years p.a. | 8.2% | 13.5% | 13.5% | 11.5% |
| Deepest fall (max drawdown) | −16.0% | −19.5% | −17.9% | −11.0% |
| Assets (AUM) | ₹22,888 Cr | ₹32,454 Cr | ₹24,349 Cr | ₹1.46 lakh Cr |
| Disclosed history | 5.8 yrs | 5.9 yrs | 5.8 yrs | 5.0 yrs |
| Holdings · top ten weight | 71 · 36% | 91 · 30% | 64 · 28% | 116 · 52% |
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.