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 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 | Axis Midcap | Quant Multi Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Quant Multi Cap share 6% of their portfolios | Axis Midcap and HDFC Mid Cap share 31% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Axis Midcap share 6% of their portfolios | itself | Quant Multi Cap and HDFC Mid Cap share 4% of their portfolios | Quant Multi Cap and SBI MIDCAP share 8% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and Quant Multi Cap share 4% of their portfolios | itself | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and Quant Multi Cap share 8% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself |
Closest pair: Axis Midcap Fund and HDFC Mid Cap 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.
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 | Axis Midcap | Quant Multi Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | quant Money Managers Limited | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 73% of 109 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.93% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | 80% | 88% | 38% | 80% |
| Run by P7 | not known | Ankit Pande · ≥ 2.5 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.9% | 4.9% | 6.6% | 3.8% |
| 3 years p.a. | 17.1% | 10.5% | 17.6% | 11.0% |
| 5 years p.a. | 13.5% | 11.7% | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −19.5% | −25.3% | −16.8% | −17.9% |
| Assets (AUM) | ₹32,454 Cr | ₹7,717 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | 5.9 yrs | 6.9 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 91 · 30% | 74 · 53% | 81 · 37% | 64 · 28% |
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.