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 | HDFC Mid Cap | Quant Small Cap | UTI - Flexi Cap Fund. | Axis Midcap |
|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Quant Small Cap share 4% of their portfolios | HDFC Mid Cap and UTI - Flexi Cap Fund. share 12% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and HDFC Mid Cap share 4% of their portfolios | itself | Quant Small Cap and UTI - Flexi Cap Fund. share 3% of their portfolios | Quant Small Cap and Axis Midcap share 6% of their portfolios |
| UTI - Flexi Cap Fund.Flexi Cap | UTI - Flexi Cap Fund. and HDFC Mid Cap share 12% of their portfolios | UTI - Flexi Cap Fund. and Quant Small Cap share 3% of their portfolios | itself | UTI - Flexi Cap Fund. and Axis Midcap share 19% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and Quant Small Cap share 6% of their portfolios | Axis Midcap and UTI - Flexi Cap Fund. share 19% of their portfolios | itself |
Closest pair: HDFC Mid Cap Fund and Axis Midcap Fund share 31% 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 | HDFC Mid Cap | Quant Small Cap | UTI - Flexi Cap Fund. | Axis Midcap |
|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Flexi Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | quant Money Managers Limited | UTI Asset Mgmt. Co. Ltd. | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 69% of 109 | 40% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.84% points | 0.68% points | 1.36% points |
| Portfolio turned over a year P1 | 38% | 75% | 41% | 80% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Ajay Tyagi · 11 yrs | not known |
| 1-year return | 6.6% | 12.7% | −2.3% | 6.9% |
| 3 years p.a. | 17.6% | 18.5% | 8.4% | 17.1% |
| 5 years p.a. | 18.9% | 19.2% | 4.9% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −24.4% | −20.1% | −19.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹34,069 Cr | ₹23,434 Cr | ₹32,454 Cr |
| Disclosed history | 10 mo | 7.5 yrs | 12 yrs | 5.9 yrs |
| Holdings · top ten weight | 81 · 37% | 120 · 43% | 62 · 44% | 91 · 30% |
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.