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 | HDFC Mid Cap | Quant Multi Cap | Mahindra Manulife Multi Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Quant Multi Cap share 4% of their portfolios | HDFC Mid Cap and Mahindra Manulife Multi Cap share 10% of their portfolios | HDFC Mid Cap and Motilal Oswal Midcap share 9% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and HDFC Mid Cap share 4% of their portfolios | itself | Quant Multi Cap and Mahindra Manulife Multi Cap share 11% of their portfolios | Quant Multi Cap and Motilal Oswal Midcap share 4% of their portfolios | Quant Multi Cap and Axis Midcap share 6% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and HDFC Mid Cap share 10% of their portfolios | Mahindra Manulife Multi Cap and Quant Multi Cap share 11% of their portfolios | itself | Mahindra Manulife Multi Cap and Motilal Oswal Midcap share 9% of their portfolios | Mahindra Manulife Multi Cap and Axis Midcap share 13% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and HDFC Mid Cap share 9% of their portfolios | Motilal Oswal Midcap and Quant Multi Cap share 4% of their portfolios | Motilal Oswal Midcap and Mahindra Manulife Multi Cap share 9% of their portfolios | itself | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and Quant Multi Cap share 6% of their portfolios | Axis Midcap and Mahindra Manulife Multi Cap share 13% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% 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 Multi Cap | Mahindra Manulife Multi Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | quant Money Managers Limited | Mahindra Manulife Investment Management Pvt Ltd | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 73% of 109 | 99% of 77 | 54% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.93% points | 2.04% points | 1.37% points | 1.36% points |
| Portfolio turned over a year P1 | 38% | 88% | 151% | 92% | 80% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | Vishal Jajoo · 10 mo | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 6.6% | 4.9% | 12.5% | −0.5% | 6.9% |
| 3 years p.a. | 17.6% | 10.5% | 17.9% | 19.5% | 17.1% |
| 5 years p.a. | 18.9% | 11.7% | 16.0% | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −25.3% | −20.2% | −28.9% | −19.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹7,717 Cr | ₹7,471 Cr | ₹41,706 Cr | ₹32,454 Cr |
| Disclosed history | 10 mo | 6.9 yrs | 9.4 yrs | 4.0 yrs | 5.9 yrs |
| Holdings · top ten weight | 81 · 37% | 74 · 53% | 73 · 38% | 32 · 54% | 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.