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.
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 | Mirae Asset Midcap | Aditya Birla Sun Life Flexi Cap | HDFC Mid Cap |
|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and Mirae Asset Midcap share 22% of their portfolios | DSP Midcap and Aditya Birla Sun Life Flexi Cap share 22% of their portfolios | DSP Midcap and HDFC Mid Cap share 33% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and DSP Midcap share 22% of their portfolios | itself | Mirae Asset Midcap and Aditya Birla Sun Life Flexi Cap share 14% of their portfolios | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and DSP Midcap share 22% of their portfolios | Aditya Birla Sun Life Flexi Cap and Mirae Asset Midcap share 14% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and HDFC Mid Cap share 16% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and DSP Midcap share 33% of their portfolios | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios | HDFC Mid Cap and Aditya Birla Sun Life Flexi Cap share 16% of their portfolios | itself |
Closest pair: DSP Midcap Fund and HDFC Mid Cap Fund share 33% 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 | Mirae Asset Midcap | Aditya Birla Sun Life Flexi Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Flexi Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 41% of 51 | 58% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.55% points | 1.02% points | 0.92% points |
| Portfolio turned over a year P1 | 56% | 89% | 50% | 38% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Ankit Jain · 7.2 yrs | Dhaval Joshi · ≥ 6 mo | not known |
| 1-year return | 3.6% | 9.1% | 7.3% | 6.6% |
| 3 years p.a. | 14.6% | 16.4% | 15.0% | 17.6% |
| 5 years p.a. | 11.8% | 15.8% | 11.6% | 18.9% |
| Deepest fall (max drawdown) | −21.2% | −22.5% | −17.0% | −16.8% |
| Assets (AUM) | ₹20,871 Cr | ₹20,000 Cr | ₹27,401 Cr | ₹1.07 lakh Cr |
| Disclosed history | 13 yrs | 5.1 yrs | 13 yrs | 10 mo |
| Holdings · top ten weight | 66 · 30% | 68 · 32% | 89 · 28% | 81 · 37% |
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.