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.
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 | Aditya Birla Sun Life Flexi Cap | Axis Small Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | Axis Midcap and Axis Small Cap share 9% of their portfolios | Axis Midcap and HDFC Mid Cap share 31% of their portfolios |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Axis Midcap share 23% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Axis Small Cap share 9% of their portfolios | Aditya Birla Sun Life Flexi Cap and HDFC Mid Cap share 16% of their portfolios |
| Axis Small CapSmall Cap | Axis Small Cap and Axis Midcap share 9% of their portfolios | Axis Small Cap and Aditya Birla Sun Life Flexi Cap share 9% of their portfolios | itself | Axis Small Cap and HDFC Mid Cap share 9% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and Aditya Birla Sun Life Flexi Cap share 16% of their portfolios | HDFC Mid Cap and Axis Small Cap share 9% 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 | Aditya Birla Sun Life Flexi Cap | Axis Small Cap | HDFC Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Small Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | Aditya Birla Sun Life AMC Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 58% of 109 | 42% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.02% points | 1.44% points | 0.92% points |
| Portfolio turned over a year P1 | 80% | 50% | 63% | 38% |
| Run by P7 | not known | Dhaval Joshi · ≥ 6 mo | not known | not known |
| 1-year return | 6.9% | 7.3% | 10.0% | 6.6% |
| 3 years p.a. | 17.1% | 15.0% | 16.2% | 17.6% |
| 5 years p.a. | 13.5% | 11.6% | 16.4% | 18.9% |
| Deepest fall (max drawdown) | −19.5% | −17.0% | −19.4% | −16.8% |
| Assets (AUM) | ₹32,454 Cr | ₹27,401 Cr | ₹27,535 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.9 yrs | 13 yrs | 5.9 yrs | 10 mo |
| Holdings · top ten weight | 91 · 30% | 89 · 28% | 132 · 25% | 81 · 37% |
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.