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 | HDFC Flexi Cap | HDFC Multi Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and HDFC Flexi Cap share 10% of their portfolios | HDFC Mid Cap and HDFC Multi Cap share 23% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and HDFC Mid Cap share 10% of their portfolios | itself | HDFC Flexi Cap and HDFC Multi Cap share 38% of their portfolios | HDFC Flexi Cap and Nippon India Growth Mid Cap share 13% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and HDFC Mid Cap share 23% of their portfolios | HDFC Multi Cap and HDFC Flexi Cap share 38% of their portfolios | itself | HDFC Multi Cap and Nippon India Growth Mid Cap share 28% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios | Nippon India Growth Mid Cap and HDFC Flexi Cap share 13% of their portfolios | Nippon India Growth Mid Cap and HDFC Multi Cap share 28% of their portfolios | itself |
Closest pair: HDFC Flexi Cap Fund and HDFC Multi Cap Fund share 38% 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 | HDFC Flexi Cap | HDFC Multi Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Multi Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 68% of 109 | 73% of 22 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.81% points | 1.30% points | 0.86% points |
| Portfolio turned over a year P1 | 38% | 48% | 79% | 52% |
| Run by P7 | not known | not known | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 6.6% | 0.7% | −2.2% | 7.0% |
| 3 years p.a. | 17.6% | 15.8% | 12.0% | 18.6% |
| 5 years p.a. | 18.9% | 16.6% | — | 18.0% |
| Deepest fall (max drawdown) | −16.8% | −13.3% | −20.2% | −19.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹1.13 lakh Cr | ₹20,765 Cr | ₹48,143 Cr |
| Disclosed history | 10 mo | 2.4 yrs | 2.4 yrs | 14 yrs |
| Holdings · top ten weight | 81 · 37% | 86 · 44% | 127 · 23% | 105 · 25% |
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.