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 | Parag Parikh Flexi Cap | SBI FLEXICAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Parag Parikh Flexi Cap share 5% of their portfolios | DSP Midcap and SBI FLEXICAP share 14% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and DSP Midcap share 5% of their portfolios | itself | Parag Parikh Flexi Cap and SBI FLEXICAP share 20% of their portfolios | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and DSP Midcap share 14% of their portfolios | SBI FLEXICAP and Parag Parikh Flexi Cap share 20% of their portfolios | itself | SBI FLEXICAP and Nippon India Growth Mid Cap share 18% 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 Parag Parikh Flexi Cap share 2% of their portfolios | Nippon India Growth Mid Cap and SBI FLEXICAP share 18% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Nippon India Growth Mid Cap Fund share 36% 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 | Parag Parikh Flexi Cap | SBI FLEXICAP | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | PPFAS Asset Management Pvt. Ltd. | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 91% of 109 | 58% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 0.84% points | 1.03% points | 0.86% points |
| Portfolio turned over a year P1 | 56% | 29% | 129% | 52% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Rajeev Thakkar · 13 yrs | Anup Upadhyay · ≥ 3 mo | Rupesh Patel · 3.6 yrs |
| 1-year return | 3.6% | −5.1% | −2.1% | 7.0% |
| 3 years p.a. | 14.6% | 12.8% | 8.6% | 18.6% |
| 5 years p.a. | 11.8% | 11.5% | 8.2% | 18.0% |
| Deepest fall (max drawdown) | −21.2% | −11.0% | −16.0% | −19.9% |
| Assets (AUM) | ₹20,871 Cr | ₹1.46 lakh Cr | ₹22,888 Cr | ₹48,143 Cr |
| Disclosed history | 13 yrs | 5.0 yrs | 5.8 yrs | 14 yrs |
| Holdings · top ten weight | 66 · 30% | 116 · 52% | 71 · 36% | 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.