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 | Bandhan Value | Mirae Asset Large Cap | Axis Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Bandhan Value share 10% of their portfolios | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | HDFC Mid Cap and Axis Large Cap share 4% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios |
| Bandhan ValueValue | Bandhan Value and HDFC Mid Cap share 10% of their portfolios | itself | Bandhan Value and Mirae Asset Large Cap share 43% of their portfolios | Bandhan Value and Axis Large Cap share 31% of their portfolios | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios | Mirae Asset Large Cap and Bandhan Value share 43% of their portfolios | itself | Mirae Asset Large Cap and Axis Large Cap share 58% of their portfolios | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and HDFC Mid Cap share 4% of their portfolios | Axis Large Cap and Bandhan Value share 31% of their portfolios | Axis Large Cap and Mirae Asset Large Cap share 58% of their portfolios | itself | Axis Large Cap and Nippon India Growth Mid Cap share 11% 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 Bandhan Value share 9% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | Nippon India Growth Mid Cap and Axis Large Cap share 11% of their portfolios | itself |
Closest pair: Mirae Asset Large Cap Fund and Axis Large Cap Fund share 58% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Bandhan Value | Mirae Asset Large Cap | Axis Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Value | Large Cap | Large Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 67% of 109 | 64% of 109 | 47% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.17% points | 1.06% points | 1.21% points | 0.86% points |
| Portfolio turned over a year P1 | 38% | 68% | 53% | 73% | 52% |
| Run by P7 | not known | Daylynn Pinto · ≥ 3.5 yrs | Gaurav Misra · 7.7 yrs | not known | Rupesh Patel · 3.6 yrs |
| 1-year return | 6.6% | −1.1% | −3.3% | −3.2% | 7.0% |
| 3 years p.a. | 17.6% | 10.4% | 8.6% | 9.2% | 18.6% |
| 5 years p.a. | 18.9% | 12.8% | 7.8% | 5.8% | 18.0% |
| Deepest fall (max drawdown) | −16.8% | −17.9% | −15.8% | −15.5% | −19.9% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹10,051 Cr | ₹38,599 Cr | ₹30,395 Cr | ₹48,143 Cr |
| Disclosed history | 10 mo | 4.9 yrs | 5.1 yrs | 5.9 yrs | 14 yrs |
| Holdings · top ten weight | 81 · 37% | 68 · 47% | 76 · 48% | 49 · 48% | 105 · 25% |
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.