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 | Invesco India Mid Cap | Motilal Oswal Midcap | SBI MIDCAP | Nippon India Growth Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Invesco India Mid CapMid Cap | itself | Invesco India Mid Cap and Motilal Oswal Midcap share 17% of their portfolios | Invesco India Mid Cap and SBI MIDCAP share 15% of their portfolios | Invesco India Mid Cap and Nippon India Growth Mid Cap share 25% of their portfolios | Invesco India Mid Cap and Axis Midcap share 25% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Invesco India Mid Cap share 17% of their portfolios | itself | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios | Motilal Oswal Midcap and Nippon India Growth Mid Cap share 19% of their portfolios | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Invesco India Mid Cap share 15% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Invesco India Mid Cap share 25% of their portfolios | Nippon India Growth Mid Cap and Motilal Oswal Midcap share 19% of their portfolios | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | itself | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Invesco India Mid Cap share 25% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Axis Midcap Fund share 42% 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 | Invesco India Mid Cap | Motilal Oswal Midcap | SBI MIDCAP | Nippon India Growth Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Invesco Asset Management (India) Private Limited | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 82% of 109 | 54% of 109 | 38% of 109 | 87% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.78% points | 1.37% points | 1.09% points | 0.86% points | 1.36% points |
| Portfolio turned over a year P1 | 73% | 92% | 80% | 52% | 80% |
| Run by P7 | Aditya Khemani · ≥ 1 mo | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | 9.4% | −0.5% | 3.8% | 7.0% | 6.9% |
| 3 years p.a. | 24.3% | 19.5% | 11.0% | 18.6% | 17.1% |
| 5 years p.a. | 19.8% | 21.1% | 13.5% | 18.0% | 13.5% |
| Deepest fall (max drawdown) | −20.1% | −28.9% | −17.9% | −19.9% | −19.5% |
| Assets (AUM) | ₹14,372 Cr | ₹41,706 Cr | ₹24,349 Cr | ₹48,143 Cr | ₹32,454 Cr |
| Disclosed history | 11 yrs | 4.0 yrs | 5.8 yrs | 14 yrs | 5.9 yrs |
| Holdings · top ten weight | 43 · 50% | 32 · 54% | 64 · 28% | 105 · 25% | 91 · 30% |
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.