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.
4 of 6 chosen
Add another Value fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Aditya Birla Sun Life Value | DSP Midcap | Axis Midcap | HSBC Value |
|---|---|---|---|---|
| Aditya Birla Sun Life ValueValue | itself | Aditya Birla Sun Life Value and DSP Midcap share 11% of their portfolios | Aditya Birla Sun Life Value and Axis Midcap share 9% of their portfolios | Aditya Birla Sun Life Value and HSBC Value share 30% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Aditya Birla Sun Life Value share 11% of their portfolios | itself | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and HSBC Value share 16% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Aditya Birla Sun Life Value share 9% of their portfolios | Axis Midcap and DSP Midcap share 43% of their portfolios | itself | Axis Midcap and HSBC Value share 13% of their portfolios |
| HSBC ValueValue | HSBC Value and Aditya Birla Sun Life Value share 30% of their portfolios | HSBC Value and DSP Midcap share 16% of their portfolios | HSBC Value and Axis Midcap share 13% of their portfolios | itself |
Closest pair: DSP Midcap Fund and Axis Midcap Fund share 43% 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 | Aditya Birla Sun Life Value | DSP Midcap | Axis Midcap | HSBC Value |
|---|---|---|---|---|
| Category | Value | Mid Cap | Mid Cap | Value |
| Fund house | Aditya Birla Sun Life AMC Limited | DSP Asset Managers Private Limited | Axis Asset Management Co. Ltd. | HSBC Asset Management (India) Private Ltd. |
| Share of three-year stretches it beat its category P4 | 49% of 109 | 43% of 109 | 44% of 109 | 100% of 11 |
| Regular plan costs more than Direct by, a year P5 | 1.10% points | 1.02% points | 1.36% points | 1.12% points |
| Portfolio turned over a year P1 | 82% | 56% | 80% | 75% |
| Run by P7 | Kunal Sangoi · ≥ 6 mo | Vinit Sambre · ≥ 1.2 yrs | not known | Venugopal Manghat · 14 yrs |
| 1-year return | 11.6% | 3.6% | 6.9% | 2.4% |
| 3 years p.a. | 14.9% | 14.6% | 17.1% | 15.9% |
| 5 years p.a. | 14.3% | 11.8% | 13.5% | — |
| Deepest fall (max drawdown) | −22.3% | −21.2% | −19.5% | −19.6% |
| Assets (AUM) | ₹6,719 Cr | ₹20,871 Cr | ₹32,454 Cr | ₹15,373 Cr |
| Disclosed history | 8.9 yrs | 13 yrs | 5.9 yrs | 3.8 yrs |
| Holdings · top ten weight | 70 · 32% | 66 · 30% | 91 · 30% | 86 · 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.