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 | DSP Midcap | Quant Multi Cap | HDFC Multi Cap | Axis Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Quant Multi Cap share 5% of their portfolios | DSP Midcap and HDFC Multi Cap share 24% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and DSP Midcap share 5% of their portfolios | itself | Quant Multi Cap and HDFC Multi Cap share 7% of their portfolios | Quant Multi Cap and Axis Midcap share 6% of their portfolios | Quant Multi Cap and Nippon India Growth Mid Cap share 4% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and DSP Midcap share 24% of their portfolios | HDFC Multi Cap and Quant Multi Cap share 7% of their portfolios | itself | HDFC Multi Cap and Axis Midcap share 22% of their portfolios | HDFC Multi Cap and Nippon India Growth Mid Cap share 28% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and DSP Midcap share 43% of their portfolios | Axis Midcap and Quant Multi Cap share 6% of their portfolios | Axis Midcap and HDFC Multi Cap share 22% of their portfolios | itself | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios | Nippon India Growth Mid Cap and Quant Multi Cap share 4% of their portfolios | Nippon India Growth Mid Cap and HDFC Multi Cap share 28% of their portfolios | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Axis Midcap Fund share 43% 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 | DSP Midcap | Quant Multi Cap | HDFC Multi Cap | Axis Midcap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | quant Money Managers Limited | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 73% of 109 | 73% of 22 | 44% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.93% points | 1.30% points | 1.36% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 88% | 79% | 80% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Ankit Pande · ≥ 2.5 yrs | not known | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | 4.9% | −2.2% | 6.9% | 7.0% |
| 3 years p.a. | 14.6% | 10.5% | 12.0% | 17.1% | 18.6% |
| 5 years p.a. | 11.8% | 11.7% | — | 13.5% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −25.3% | −20.2% | −19.5% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹7,717 Cr | ₹20,765 Cr | ₹32,454 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 6.9 yrs | 2.4 yrs | 5.9 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 74 · 53% | 127 · 23% | 91 · 30% | 105 · 25% |
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.