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 | Axis Midcap | Nippon India Multi Cap | Nippon India Growth Mid Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Nippon India Multi Cap share 21% of their portfolios | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Midcap share 21% of their portfolios | itself | Nippon India Multi Cap and Nippon India Growth Mid Cap share 31% of their portfolios | Nippon India Multi Cap and SBI MIDCAP share 9% of their portfolios | Nippon India Multi Cap and Mirae Asset Midcap share 17% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Axis Midcap share 42% of their portfolios | Nippon India Growth Mid Cap and Nippon India Multi Cap share 31% of their portfolios | itself | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and Nippon India Multi Cap share 9% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% of their portfolios | itself | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios |
| Mirae Asset MidcapMid Cap | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios | Mirae Asset Midcap and Nippon India Multi Cap share 17% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios | itself |
Closest pair: Axis Midcap Fund and Nippon India Growth Mid Cap 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.
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 | Nippon India Multi Cap | Nippon India Growth Mid Cap | SBI MIDCAP | Mirae Asset Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Mid Cap | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited | Mirae Asset Investment Managers (India) Pvt. Ltd |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 50% of 109 | 87% of 109 | 38% of 109 | 41% of 51 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.84% points | 0.86% points | 1.09% points | 1.55% points |
| Portfolio turned over a year P1 | 80% | 66% | 52% | 80% | 89% |
| Run by P7 | not known | Sailesh Raj Bhan · 21 yrs | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo | Ankit Jain · 7.2 yrs |
| 1-year return | 6.9% | −1.4% | 7.0% | 3.8% | 9.1% |
| 3 years p.a. | 17.1% | 13.5% | 18.6% | 11.0% | 16.4% |
| 5 years p.a. | 13.5% | 16.4% | 18.0% | 13.5% | 15.8% |
| Deepest fall (max drawdown) | −19.5% | −18.6% | −19.9% | −17.9% | −22.5% |
| Assets (AUM) | ₹32,454 Cr | ₹53,760 Cr | ₹48,143 Cr | ₹24,349 Cr | ₹20,000 Cr |
| Disclosed history | 5.9 yrs | 14 yrs | 14 yrs | 5.8 yrs | 5.1 yrs |
| Holdings · top ten weight | 91 · 30% | 123 · 29% | 105 · 25% | 64 · 28% | 68 · 32% |
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.