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.
3 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 | Invesco India Mid Cap | HDFC Mid Cap | Kotak Mid Cap |
|---|---|---|---|
| Invesco India Mid CapMid Cap | itself | Invesco India Mid Cap and HDFC Mid Cap share 20% of their portfolios | Invesco India Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Invesco India Mid Cap share 20% of their portfolios | itself | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Invesco India Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Invesco India Mid Cap Fund and HDFC Mid Cap Fund share 20% 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 our data, 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 | Invesco India Mid Cap | HDFC Mid Cap | Kotak Mid Cap |
|---|---|---|---|
| Category | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Invesco Asset Management (India) Private Limited | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. |
| Share of three-year stretches it beat its category P4 | 82% of 109 | 66% of 109 | 83% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.78% points | 0.92% points | 1.44% points |
| Portfolio turned over a year P1 | 73% | 38% | not measured |
| Run by P7 | Aditya Khemani · ≥ 1 mo | not known | not known |
| 1-year return | 9.4% | 6.6% | 4.8% |
| 3 years p.a. | 24.3% | 17.6% | 18.1% |
| 5 years p.a. | 19.8% | 18.9% | 16.8% |
| Deepest fall (max drawdown) | −20.1% | −16.8% | −20.9% |
| Assets (AUM) | ₹14,372 Cr | ₹1.07 lakh Cr | ₹64,136 Cr |
| Disclosed history | 11 yrs | 10 mo | — |
| Holdings · top ten weight | 43 · 50% | 81 · 37% | none disclosed |
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.