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 Large Cap | Nippon India Multi Cap | Kotak Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | Axis Midcap and Nippon India Multi Cap share 21% of their portfolios | Axis Midcap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Axis Midcap and HDFC Mid Cap share 31% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Axis Midcap share 13% of their portfolios | itself | Nippon India Large Cap and Nippon India Multi Cap share 55% of their portfolios | Nippon India Large Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Midcap share 21% of their portfolios | Nippon India Multi Cap and Nippon India Large Cap share 55% of their portfolios | itself | Nippon India Multi Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | Nippon India Multi Cap and HDFC Mid Cap share 13% of their portfolios |
| Kotak Mid CapMid Cap | Kotak Mid Cap and Axis Midcap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Mid Cap | Kotak Mid Cap and Nippon India Multi Cap: no portfolio disclosed for Kotak Mid Cap | itself | Kotak Mid Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Mid Cap |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Axis Midcap share 31% of their portfolios | HDFC Mid Cap and Nippon India Large Cap share 7% of their portfolios | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios | HDFC Mid Cap and Kotak Mid Cap: no portfolio disclosed for Kotak Mid Cap | itself |
Closest pair: Nippon India Large Cap Fund and Nippon India Multi Cap Fund share 55% of their portfolios. Holding both is closer to holding one twice than to diversifying.
Kotak Mid Cap has no portfolio on file, so its row is blank rather than zero — that is an absence in the data here, not a finding about the fund.
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 Large Cap | Nippon India Multi Cap | Kotak Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | Kotak Mahindra Asset Management Company Limited. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 73% of 109 | 50% of 109 | 83% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.01% points | 0.84% points | 1.44% points | 0.92% points |
| Portfolio turned over a year P1 | 80% | 57% | 66% | not measured | 38% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | Sailesh Raj Bhan · 21 yrs | not known | not known |
| 1-year return | 6.9% | −4.7% | −1.4% | 4.8% | 6.6% |
| 3 years p.a. | 17.1% | 11.1% | 13.5% | 18.1% | 17.6% |
| 5 years p.a. | 13.5% | 12.8% | 16.4% | 16.8% | 18.9% |
| Deepest fall (max drawdown) | −19.5% | −15.4% | −18.6% | −20.9% | −16.8% |
| Assets (AUM) | ₹32,454 Cr | ₹52,344 Cr | ₹53,760 Cr | ₹64,136 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.9 yrs | 13 yrs | 14 yrs | — | 10 mo |
| Holdings · top ten weight | 91 · 30% | 69 · 45% | 123 · 29% | none disclosed | 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.