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.
6 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 | Tata Value | HDFC Large Cap | Mirae Asset Large Cap | Axis Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Tata Value share 14% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Mirae Asset Large Cap share 10% of their portfolios | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Tata ValueValue | Tata Value and DSP Midcap share 14% of their portfolios | itself | Tata Value and HDFC Large Cap share 22% of their portfolios | Tata Value and Mirae Asset Large Cap share 25% of their portfolios | Tata Value and Axis Midcap share 14% of their portfolios | Tata Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios | HDFC Large Cap and Tata Value share 22% of their portfolios | itself | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and DSP Midcap share 10% of their portfolios | Mirae Asset Large Cap and Tata Value share 25% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | itself | Mirae Asset Large Cap and Axis Midcap share 13% of their portfolios | Mirae Asset Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Axis MidcapMid Cap | Axis Midcap and DSP Midcap share 43% of their portfolios | Axis Midcap and Tata Value share 14% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and Mirae Asset Large Cap share 13% of their portfolios | itself | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Tata Value: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mirae Asset Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: HDFC Large Cap Fund and Mirae Asset Large Cap Fund share 49% 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 | Tata Value | HDFC Large Cap | Mirae Asset Large Cap | Axis Midcap | Kotak Mid Cap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Value | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | Tata Asset Management Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 63% of 109 | 51% of 109 | 64% of 109 | 44% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.15% points | 0.70% points | 1.06% points | 1.36% points | 1.44% points |
| Portfolio turned over a year P1 | 56% | 81% | 45% | 53% | 80% | not measured |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Sonam Udasi · ≥ 9 mo | not known | Gaurav Misra · 7.7 yrs | not known | not known |
| 1-year return | 3.6% | 0.2% | −3.2% | −3.3% | 6.9% | 4.8% |
| 3 years p.a. | 14.6% | 12.9% | 9.1% | 8.6% | 17.1% | 18.1% |
| 5 years p.a. | 11.8% | 13.3% | 10.6% | 7.8% | 13.5% | 16.8% |
| Deepest fall (max drawdown) | −21.2% | −20.9% | −16.4% | −15.8% | −19.5% | −20.9% |
| Assets (AUM) | ₹20,871 Cr | ₹8,440 Cr | ₹40,166 Cr | ₹38,599 Cr | ₹32,454 Cr | ₹64,136 Cr |
| Disclosed history | 13 yrs | 11 yrs | 1.8 yrs | 5.1 yrs | 5.9 yrs | — |
| Holdings · top ten weight | 66 · 30% | 41 · 52% | 50 · 53% | 76 · 48% | 91 · 30% | none disclosed |
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.