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.
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 | Parag Parikh Flexi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap | Mirae Asset Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Parag Parikh Flexi Cap share 1% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and HDFC Mid Cap share 1% of their portfolios | itself | Parag Parikh Flexi Cap and Nippon India Growth Mid Cap share 2% of their portfolios | Parag Parikh Flexi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Parag Parikh Flexi Cap and Mirae Asset Midcap share 3% 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 Parag Parikh Flexi Cap share 2% of their portfolios | itself | Nippon India Growth Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Parag Parikh Flexi Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and Mirae Asset Midcap: no portfolio disclosed for Kotak Mid Cap |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios | Mirae Asset Midcap and Parag Parikh Flexi Cap share 3% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Mirae Asset 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.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
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 | Parag Parikh Flexi Cap | Nippon India Growth Mid Cap | Kotak Mid Cap | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 91% of 109 | 87% of 109 | 83% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 0.84% points | 0.86% points | 1.44% points | 1.55% points |
| Portfolio turned over a year P1 | 38% | 29% | 52% | not measured | 89% |
| Run by P7 | not known | Rajeev Thakkar · 13 yrs | Rupesh Patel · 3.6 yrs | not known | Ankit Jain · 7.2 yrs |
| 1-year return | 6.6% | −5.1% | 7.0% | 4.8% | 9.1% |
| 3 years p.a. | 17.6% | 12.8% | 18.6% | 18.1% | 16.4% |
| 5 years p.a. | 18.9% | 11.5% | 18.0% | 16.8% | 15.8% |
| Deepest fall (max drawdown) | −16.8% | −11.0% | −19.9% | −20.9% | −22.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹1.46 lakh Cr | ₹48,143 Cr | ₹64,136 Cr | ₹20,000 Cr |
| Disclosed history | 10 mo | 5.0 yrs | 14 yrs | — | 5.1 yrs |
| Holdings · top ten weight | 81 · 37% | 116 · 52% | 105 · 25% | none disclosed | 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.