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 | HDFC Flexi Cap | Nippon India Value | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and HDFC Flexi Cap share 13% of their portfolios | Axis Midcap and Nippon India Value share 14% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios |
| HDFC Flexi CapFlexi Cap | HDFC Flexi Cap and Axis Midcap share 13% of their portfolios | itself | HDFC Flexi Cap and Nippon India Value share 32% of their portfolios | HDFC Flexi Cap and Motilal Oswal Midcap share 13% of their portfolios | HDFC Flexi Cap and SBI MIDCAP share 5% of their portfolios |
| Nippon India ValueValue | Nippon India Value and Axis Midcap share 14% of their portfolios | Nippon India Value and HDFC Flexi Cap share 32% of their portfolios | itself | Nippon India Value and Motilal Oswal Midcap share 3% of their portfolios | Nippon India Value and SBI MIDCAP share 8% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios | Motilal Oswal Midcap and HDFC Flexi Cap share 13% of their portfolios | Motilal Oswal Midcap and Nippon India Value share 3% of their portfolios | itself | Motilal Oswal Midcap and SBI MIDCAP share 5% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and HDFC Flexi Cap share 5% of their portfolios | SBI MIDCAP and Nippon India Value share 8% of their portfolios | SBI MIDCAP and Motilal Oswal Midcap share 5% of their portfolios | itself |
Closest pair: HDFC Flexi Cap Fund and Nippon India Value Fund share 32% 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 | HDFC Flexi Cap | Nippon India Value | Motilal Oswal Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Value | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 68% of 109 | 93% of 109 | 54% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 0.81% points | 0.82% points | 1.37% points | 1.09% points |
| Portfolio turned over a year P1 | 80% | 48% | 82% | 92% | 80% |
| Run by P7 | not known | not known | Meenakshi Dawar · 8.3 yrs | Rakesh Shetty · 3.8 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 6.9% | 0.7% | −2.8% | −0.5% | 3.8% |
| 3 years p.a. | 17.1% | 15.8% | 14.0% | 19.5% | 11.0% |
| 5 years p.a. | 13.5% | 16.6% | 13.4% | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −19.5% | −13.3% | −17.6% | −28.9% | −17.9% |
| Assets (AUM) | ₹32,454 Cr | ₹1.13 lakh Cr | ₹8,875 Cr | ₹41,706 Cr | ₹24,349 Cr |
| Disclosed history | 5.9 yrs | 2.4 yrs | 12 yrs | 4.0 yrs | 5.8 yrs |
| Holdings · top ten weight | 91 · 30% | 86 · 44% | 94 · 36% | 32 · 54% | 64 · 28% |
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.