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.
6 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 | Axis Large Cap | HDFC Large Cap | BANDHAN Small Cap | SBI MIDCAP | DSP Midcap |
|---|---|---|---|---|---|---|
| Axis MidcapMid Cap | itself | Axis Midcap and Axis Large Cap share 16% of their portfolios | Axis Midcap and HDFC Large Cap share 10% of their portfolios | Axis Midcap and BANDHAN Small Cap share 5% of their portfolios | Axis Midcap and SBI MIDCAP share 24% of their portfolios | Axis Midcap and DSP Midcap share 43% of their portfolios |
| Axis Large CapLarge Cap | Axis Large Cap and Axis Midcap share 16% of their portfolios | itself | Axis Large Cap and HDFC Large Cap share 54% of their portfolios | Axis Large Cap and BANDHAN Small Cap share 5% of their portfolios | Axis Large Cap and SBI MIDCAP share 1% of their portfolios | Axis Large Cap and DSP Midcap share 11% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Axis Midcap share 10% of their portfolios | HDFC Large Cap and Axis Large Cap share 54% of their portfolios | itself | HDFC Large Cap and BANDHAN Small Cap share 5% of their portfolios | HDFC Large Cap and SBI MIDCAP share 5% of their portfolios | HDFC Large Cap and DSP Midcap share 11% of their portfolios |
| BANDHAN Small CapSmall Cap | BANDHAN Small Cap and Axis Midcap share 5% of their portfolios | BANDHAN Small Cap and Axis Large Cap share 5% of their portfolios | BANDHAN Small Cap and HDFC Large Cap share 5% of their portfolios | itself | BANDHAN Small Cap and SBI MIDCAP share 2% of their portfolios | BANDHAN Small Cap and DSP Midcap share 5% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Midcap share 24% of their portfolios | SBI MIDCAP and Axis Large Cap share 1% of their portfolios | SBI MIDCAP and HDFC Large Cap share 5% of their portfolios | SBI MIDCAP and BANDHAN Small Cap share 2% of their portfolios | itself | SBI MIDCAP and DSP Midcap share 20% of their portfolios |
| DSP MidcapMid Cap | DSP Midcap and Axis Midcap share 43% of their portfolios | DSP Midcap and Axis Large Cap share 11% of their portfolios | DSP Midcap and HDFC Large Cap share 11% of their portfolios | DSP Midcap and BANDHAN Small Cap share 5% of their portfolios | DSP Midcap and SBI MIDCAP share 20% of their portfolios | itself |
Closest pair: Axis Large Cap Fund and HDFC Large Cap Fund share 54% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Axis Large Cap | HDFC Large Cap | BANDHAN Small Cap | SBI MIDCAP | DSP Midcap |
|---|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | Axis Asset Management Co. Ltd. | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | Bandhan AMC Limited | SBI Funds Management Limited | DSP Asset Managers Private Limited |
| Share of three-year stretches it beat its category P4 | 44% of 109 | 47% of 109 | 51% of 109 | 75% of 44 | 38% of 109 | 43% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.36% points | 1.21% points | 0.70% points | 2.00% points | 1.09% points | 1.02% points |
| Portfolio turned over a year P1 | 80% | 73% | 45% | 68% | 80% | 56% |
| Run by P7 | not known | not known | not known | Kirthi Jain · ≥ 2.8 yrs | Bhavin Vithlani · ≥ 3 mo | Vinit Sambre · ≥ 1.2 yrs |
| 1-year return | 6.9% | −3.2% | −3.2% | 10.4% | 3.8% | 3.6% |
| 3 years p.a. | 17.1% | 9.2% | 9.1% | 25.3% | 11.0% | 14.6% |
| 5 years p.a. | 13.5% | 5.8% | 10.6% | 20.0% | 13.5% | 11.8% |
| Deepest fall (max drawdown) | −19.5% | −15.5% | −16.4% | −22.8% | −17.9% | −21.2% |
| Assets (AUM) | ₹32,454 Cr | ₹30,395 Cr | ₹40,166 Cr | ₹31,103 Cr | ₹24,349 Cr | ₹20,871 Cr |
| Disclosed history | 5.9 yrs | 5.9 yrs | 1.8 yrs | 4.3 yrs | 5.8 yrs | 13 yrs |
| Holdings · top ten weight | 91 · 30% | 49 · 48% | 50 · 53% | 265 · 30% | 64 · 28% | 66 · 30% |
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.