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 | Kotak Multi Cap | Nippon India Growth Mid Cap | HDFC Mid Cap |
|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Nippon India Large Cap share 13% of their portfolios | Axis Midcap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Axis Midcap and Nippon India Growth Mid Cap share 42% of their portfolios | 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | Nippon India Large Cap and Nippon India Growth Mid Cap share 19% of their portfolios | Nippon India Large Cap and HDFC Mid Cap share 7% of their portfolios |
| Kotak Multi CapMulti Cap | Kotak Multi Cap and Axis Midcap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and Nippon India Large Cap: no portfolio disclosed for Kotak Multi Cap | itself | Kotak Multi Cap and Nippon India Growth Mid Cap: no portfolio disclosed for Kotak Multi Cap | Kotak Multi Cap and HDFC Mid Cap: no portfolio disclosed for Kotak Multi Cap |
| 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 Large Cap share 19% of their portfolios | Nippon India Growth Mid Cap and Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | itself | Nippon India Growth Mid Cap and HDFC Mid Cap share 31% of their portfolios |
| 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 Kotak Multi Cap: no portfolio disclosed for Kotak Multi Cap | HDFC Mid Cap and Nippon India Growth Mid Cap share 31% 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.
Kotak Multi 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 | Kotak Multi Cap | Nippon India Growth 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 | Kotak Mahindra Asset Management Company Limited. | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 73% of 109 | 100% of 24 | 87% of 109 | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.01% points | 1.62% points | 0.86% points | 0.92% points |
| Portfolio turned over a year P1 | 80% | 57% | not measured | 52% | 38% |
| Run by P7 | not known | Sailesh Raj Bhan · 19 yrs | not known | Rupesh Patel · 3.6 yrs | not known |
| 1-year return | 6.9% | −4.7% | 4.2% | 7.0% | 6.6% |
| 3 years p.a. | 17.1% | 11.1% | 17.3% | 18.6% | 17.6% |
| 5 years p.a. | 13.5% | 12.8% | — | 18.0% | 18.9% |
| Deepest fall (max drawdown) | −19.5% | −15.4% | −21.0% | −19.9% | −16.8% |
| Assets (AUM) | ₹32,454 Cr | ₹52,344 Cr | ₹25,937 Cr | ₹48,143 Cr | ₹1.07 lakh Cr |
| Disclosed history | 5.9 yrs | 13 yrs | — | 14 yrs | 10 mo |
| Holdings · top ten weight | 91 · 30% | 69 · 45% | none disclosed | 105 · 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.