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 | Nippon India Multi Cap | UTI - Flexi Cap Fund. | SBI MIDCAP |
|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios | HDFC Mid Cap and UTI - Flexi Cap Fund. share 12% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC Mid Cap share 13% of their portfolios | itself | Nippon India Multi Cap and UTI - Flexi Cap Fund. share 23% of their portfolios | Nippon India Multi Cap and SBI MIDCAP share 9% 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 Nippon India Multi Cap share 23% of their portfolios | itself | UTI - Flexi Cap Fund. and SBI MIDCAP share 4% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and Nippon India Multi Cap share 9% of their portfolios | SBI MIDCAP and UTI - Flexi Cap Fund. share 4% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and UTI - Flexi Cap Fund. share 23% 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 | Nippon India Multi Cap | UTI - Flexi Cap Fund. | SBI MIDCAP |
|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Flexi Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | UTI Asset Mgmt. Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 50% of 109 | 40% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.84% points | 0.68% points | 1.09% points |
| Portfolio turned over a year P1 | 38% | 66% | 41% | 80% |
| Run by P7 | not known | Sailesh Raj Bhan · 21 yrs | Ajay Tyagi · 11 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.6% | −1.4% | −2.3% | 3.8% |
| 3 years p.a. | 17.6% | 13.5% | 8.4% | 11.0% |
| 5 years p.a. | 18.9% | 16.4% | 4.9% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −18.6% | −20.1% | −17.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹53,760 Cr | ₹23,434 Cr | ₹24,349 Cr |
| Disclosed history | 10 mo | 14 yrs | 12 yrs | 5.8 yrs |
| Holdings · top ten weight | 81 · 37% | 123 · 29% | 62 · 44% | 64 · 28% |
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.