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 | HSBC Value | Kotak Mid Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| DSP MidcapMid Cap | itself | DSP Midcap and HSBC Value share 16% of their portfolios | DSP Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | DSP Midcap and SBI MIDCAP share 20% of their portfolios | DSP Midcap and Mirae Asset Midcap share 22% of their portfolios |
| HSBC ValueValue | HSBC Value and DSP Midcap share 16% of their portfolios | itself | HSBC Value and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HSBC Value and SBI MIDCAP share 8% of their portfolios | HSBC Value and Mirae Asset Midcap share 10% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and DSP Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HSBC Value: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and SBI MIDCAP: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Mirae Asset Midcap: no portfolio disclosed for Kotak Mid Cap |
| SBI MIDCAPMid Cap | SBI MIDCAP and DSP Midcap share 20% of their portfolios | SBI MIDCAP and HSBC Value share 8% of their portfolios | SBI MIDCAP and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and DSP Midcap share 22% of their portfolios | Mirae Asset Midcap and HSBC Value share 10% of their portfolios | Mirae Asset Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: SBI MIDCAP FUND and Mirae Asset Midcap Fund share 22% 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 | HSBC Value | Kotak Mid Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Mid Cap | Mid Cap | Mid Cap |
| Fund house | DSP Asset Managers Private Limited | HSBC Asset Management (India) Private Ltd. | Kotak Mahindra Asset Management Company Limited. | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 43% of 109 | 100% of 11 | 83% of 109 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 1.02% points | 1.12% points | 1.44% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 56% | 75% | not measured | 80% | 89% |
| Run by P7 | Vinit Sambre · ≥ 1.2 yrs | Venugopal Manghat · 14 yrs | not known | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 3.6% | 2.4% | 4.8% | 3.8% | 9.1% |
| 3 years p.a. | 14.6% | 15.9% | 18.1% | 11.0% | 16.4% |
| 5 years p.a. | 11.8% | — | 16.8% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −21.2% | −19.6% | −20.9% | −17.9% | −22.5% |
| Assets (AUM) | ₹20,871 Cr | ₹15,373 Cr | ₹64,136 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 13 yrs | 3.8 yrs | — | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 66 · 30% | 86 · 32% | none disclosed | 64 · 28% | 68 · 32% |
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.