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 | Axis Midcap | Axis Multicap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and Axis Multicap share 16% of their portfolios | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | itself | Axis Midcap and Axis Multicap share 41% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and HDFC Mid Cap share 16% of their portfolios | Axis Multicap and Axis Midcap share 41% of their portfolios | itself | Axis Multicap and SBI MIDCAP share 12% of their portfolios | Axis Multicap and Mirae Asset Midcap share 16% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and Axis Multicap share 12% of their portfolios | itself | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios | Mirae Asset Midcap and Axis Multicap share 16% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: Axis Midcap Fund and Axis Multicap Fund share 41% 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 | Axis Midcap | Axis Multicap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Mid Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 44% of 109 | 100% of 22 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.36% points | 1.45% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 38% | 80% | 96% | 80% | 89% |
| Run by P7 | not known | not known | not known | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 6.6% | 6.9% | 9.8% | 3.8% | 9.1% |
| 3 years p.a. | 17.6% | 17.1% | 20.0% | 11.0% | 16.4% |
| 5 years p.a. | 18.9% | 13.5% | — | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −16.8% | −19.5% | −18.1% | −17.9% | −22.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹32,454 Cr | ₹9,775 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 10 mo | 5.9 yrs | 5.2 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 81 · 37% | 91 · 30% | 114 · 23% | 64 · 28% | 68 · 32% |
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.