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 Small Cap | Mirae Asset Midcap | Nippon India Growth Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and BANDHAN Small Cap share 6% of their portfolios | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and DSP Midcap share 33% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and HDFC Mid Cap share 6% of their portfolios | itself | BANDHAN Small Cap and Mirae Asset Midcap share 5% of their portfolios | BANDHAN Small Cap and Nippon India Growth Mid Cap share 10% of their portfolios | BANDHAN Small Cap and DSP Midcap share 5% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios | Mirae Asset Midcap and BANDHAN Small Cap share 5% of their portfolios | itself | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and DSP Midcap share 22% 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 Small Cap share 10% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios | itself | Nippon India Growth Mid Cap and DSP Midcap share 36% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and HDFC Mid Cap share 33% of their portfolios | DSP Midcap and BANDHAN Small Cap share 5% of their portfolios | DSP Midcap and Mirae Asset Midcap share 22% of their portfolios | DSP Midcap and Nippon India Growth Mid Cap share 36% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and DSP Midcap Fund share 36% 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 | BANDHAN Small Cap | Mirae Asset Midcap | Nippon India Growth Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Bandhan AMC Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 75% of 44 | 41% of 51 | 87% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 2.00% points | 1.55% points | 0.86% points | 1.02% points |
| Portfolio turned over a year P1 | 38% | 68% | 89% | 52% | 56% |
| Run by P7 | not known | Kirthi Jain · ≥ 2.8 yrs | Ankit Jain · 7.2 yrs | Rupesh Patel · 3.6 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 6.6% | 10.4% | 9.1% | 7.0% | 3.6% |
| 3 years p.a. | 17.6% | 25.3% | 16.4% | 18.6% | 14.6% |
| 5 years p.a. | 18.9% | 20.0% | 15.8% | 18.0% | 11.8% |
| Deepest fall (max drawdown) | −16.8% | −22.8% | −22.5% | −19.9% | −21.2% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹31,103 Cr | ₹20,000 Cr | ₹48,143 Cr | ₹20,871 Cr |
| Disclosed history | 10 mo | 4.3 yrs | 5.1 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | 81 · 37% | 265 · 30% | 68 · 32% | 105 · 25% | 66 · 30% |
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.