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 | Kotak Multi Cap | Bandhan Value | Nippon India Growth Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Mid Cap and Bandhan Value share 10% of their portfolios | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% of their portfolios | HDFC Mid Cap and Axis Midcap share 31% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Bandhan Value: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Axis Midcap: no portfolio disclosed for Kotak Multi Cap |
| Bandhan ValueValue | Bandhan Value and HDFC Mid Cap share 10% of their portfolios | Bandhan Value and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Bandhan Value and Nippon India Growth Mid Cap share 9% of their portfolios | Bandhan Value and Axis Midcap share 5% 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Growth Mid Cap and Bandhan Value share 9% of their portfolios | itself | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Midcap and Bandhan Value share 5% of their portfolios | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | itself |
Closest pair: Nippon India Growth Mid Cap Fund and Axis Midcap Fund share 42% 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 Multi Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, 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 | Kotak Multi Cap | Bandhan Value | Nippon India Growth Mid Cap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Value | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | Kotak Mahindra Asset Management Company Limited. | Bandhan AMC Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 66% of 109 | 100% of 24 | 67% of 109 | 87% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.62% points | 1.17% points | 0.86% points | 1.36% points |
| Portfolio turned over a year P1 | 38% | not measured | 68% | 52% | 80% |
| Run by P7 | not known | not known | Daylynn Pinto · ≥ 3.5 yrs | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | 6.6% | 4.2% | −1.1% | 7.0% | 6.9% |
| 3 years p.a. | 17.6% | 17.3% | 10.4% | 18.6% | 17.1% |
| 5 years p.a. | 18.9% | — | 12.8% | 18.0% | 13.5% |
| Deepest fall (max drawdown) | −16.8% | −21.0% | −17.9% | −19.9% | −19.5% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹25,937 Cr | ₹10,051 Cr | ₹48,143 Cr | ₹32,454 Cr |
| Disclosed history | 10 mo | — | 4.9 yrs | 14 yrs | 5.9 yrs |
| Holdings · top ten weight | 81 · 37% | none disclosed | 68 · 47% | 105 · 25% | 91 · 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.