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 | SBI MultiCap | Mahindra Manulife Multi Cap | Nippon India Growth Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| HDFC Mid CapMid Cap | itself | HDFC Mid Cap and SBI MultiCap share 9% of their portfolios | HDFC Mid Cap and Mahindra Manulife Multi Cap share 10% 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 |
| SBI MultiCapMulti Cap | SBI MultiCap and HDFC Mid Cap share 9% of their portfolios | itself | SBI MultiCap and Mahindra Manulife Multi Cap share 15% of their portfolios | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios | SBI MultiCap and DSP Midcap share 11% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and HDFC Mid Cap share 10% of their portfolios | Mahindra Manulife Multi Cap and SBI MultiCap share 15% of their portfolios | itself | Mahindra Manulife Multi Cap and Nippon India Growth Mid Cap share 15% of their portfolios | Mahindra Manulife Multi Cap and DSP Midcap share 17% 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 SBI MultiCap share 15% of their portfolios | Nippon India Growth Mid Cap and Mahindra Manulife Multi Cap share 15% 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 SBI MultiCap share 11% of their portfolios | DSP Midcap and Mahindra Manulife Multi Cap share 17% 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 | SBI MultiCap | Mahindra Manulife Multi Cap | Nippon India Growth Mid Cap | DSP Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | HDFC Asset Management Company Limited | SBI Funds Management Limited | Mahindra Manulife Investment Management 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 | 0% of 19 | 99% of 77 | 87% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.92% points | 1.00% points | 2.04% points | 0.86% points | 1.02% points |
| Portfolio turned over a year P1 | 38% | 85% | 151% | 52% | 56% |
| Run by P7 | not known | Bectors Food · ≥ 3 mo | Vishal Jajoo · 10 mo | Rupesh Patel · 3.6 yrs | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 6.6% | −0.6% | 12.5% | 7.0% | 3.6% |
| 3 years p.a. | 17.6% | 13.3% | 17.9% | 18.6% | 14.6% |
| 5 years p.a. | 18.9% | — | 16.0% | 18.0% | 11.8% |
| Deepest fall (max drawdown) | −16.8% | −15.1% | −20.2% | −19.9% | −21.2% |
| Assets (AUM) | ₹1.07 lakh Cr | ₹24,138 Cr | ₹7,471 Cr | ₹48,143 Cr | ₹20,871 Cr |
| Disclosed history | 10 mo | 3.7 yrs | 9.4 yrs | 14 yrs | 13 yrs |
| Holdings · top ten weight | 81 · 37% | 72 · 30% | 73 · 38% | 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.