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 | DSP Midcap | HDFC Large Cap | Aditya Birla Sun Life Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and Aditya Birla Sun Life Large Cap share 14% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and DSP Midcap share 11% of their portfolios | itself | HDFC Large Cap and Aditya Birla Sun Life Large Cap share 50% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| Aditya Birla Sun Life Large CapLarge Cap | Aditya Birla Sun Life Large Cap and DSP Midcap share 14% of their portfolios | Aditya Birla Sun Life Large Cap and HDFC Large Cap share 50% of their portfolios | itself | Aditya Birla Sun Life Large Cap and Nippon India Growth Mid Cap share 14% 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 HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Aditya Birla Sun Life Large Cap share 14% of their portfolios | itself |
Closest pair: HDFC Large Cap Fund and Aditya Birla Sun Life Large Cap Fund share 50% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | HDFC Large Cap | Aditya Birla Sun Life Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | HDFC Asset Management Company Limited | Aditya Birla Sun Life AMC Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 51% of 109 | 52% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.70% points | 0.87% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 45% | 53% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | not known | Harish Krishnan · ≥ 6 mo | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | −3.2% | −4.2% | 7.0% |
| 3 years p.a. | 14.6% | 9.1% | 9.5% | 18.6% |
| 5 years p.a. | 11.8% | 10.6% | 8.9% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −16.4% | −16.7% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹40,166 Cr | ₹29,521 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 1.8 yrs | 1.3 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 50 · 53% | 77 · 43% | 105 · 25% |
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.