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 Large Cap | Axis Midcap | Mirae Asset Midcap |
|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Nippon India Large Cap share 7% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios | itself | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | Nippon India Large Cap and Mirae Asset Midcap share 11% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | itself | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios | Mirae Asset Midcap and Nippon India Large Cap share 11% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% 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 | Nippon India Large Cap | Axis Midcap | Mirae Asset Midcap |
|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 73% of 109 | 44% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.01% points | 1.36% points | 1.55% points |
| Portfolio turned over a year P1 | 38% | 57% | 80% | 89% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | not known | Ankit Jain · 7.2 yrs |
| 1-year return | 6.6% | −4.7% | 6.9% | 9.1% |
| 3 years p.a. | 17.6% | 11.1% | 17.1% | 16.4% |
| 5 years p.a. | 18.9% | 12.8% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −16.8% | −15.4% | −19.5% | −22.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹52,344 Cr | ₹32,454 Cr | ₹20,000 Cr |
| Disclosed history | 10 mo | 13 yrs | 5.9 yrs | 5.1 yrs |
| Holdings · top ten weight | 81 · 37% | 69 · 45% | 91 · 30% | 68 · 32% |
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.