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
The largest fund in each of these kinds, to start from — or search above:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | IDBI UST Growth Direct | HDFC Mid Cap | Parag Parikh Flexi Cap | Nippon India Small Cap |
|---|---|---|---|---|
| IDBI UST Growth DirectUncategorised | itself | IDBI UST Growth Direct and HDFC Mid Cap: no portfolio disclosed for IDBI UST Growth Direct | IDBI UST Growth Direct and Parag Parikh Flexi Cap: no portfolio disclosed for IDBI UST Growth Direct | IDBI UST Growth Direct and Nippon India Small Cap: no portfolio disclosed for IDBI UST Growth Direct |
| HDFC Mid CapMid Cap | HDFC Mid Cap and IDBI UST Growth Direct: no portfolio disclosed for IDBI UST Growth Direct | itself | HDFC Mid Cap and Parag Parikh Flexi Cap share 1% of their portfolios | HDFC Mid Cap and Nippon India Small Cap share 11% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and IDBI UST Growth Direct: no portfolio disclosed for IDBI UST Growth Direct | Parag Parikh Flexi Cap and HDFC Mid Cap share 1% of their portfolios | itself | Parag Parikh Flexi Cap and Nippon India Small Cap share 6% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and IDBI UST Growth Direct: no portfolio disclosed for IDBI UST Growth Direct | Nippon India Small Cap and HDFC Mid Cap share 11% of their portfolios | Nippon India Small Cap and Parag Parikh Flexi Cap share 6% of their portfolios | itself |
Closest pair: HDFC Mid Cap Fund and Nippon India Small Cap Fund share 11% 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.
IDBI UST Growth Direct 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 | IDBI UST Growth Direct | HDFC Mid Cap | Parag Parikh Flexi Cap | Nippon India Small Cap |
|---|---|---|---|---|
| Category | Uncategorised | Mid Cap | Flexi Cap | Small Cap |
| Fund house | UNKNOWN | HDFC Asset Management Company Limited | PPFAS Asset Management Pvt. Ltd. | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 66% of 109 | 91% of 109 | 90% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.92% points | 0.84% points | 1.10% points |
| Portfolio turned over a year P1 | not measured | 38% | 29% | 68% |
| Run by P7 | not known | not known | Rajeev Thakkar · 13 yrs | Samir Rachh · 9.6 yrs |
| 1-year return | 6.6% | 6.6% | −5.1% | 8.9% |
| 3 years p.a. | 5.1% | 17.6% | 12.8% | 16.1% |
| 5 years p.a. | 5.9% | 18.9% | 11.5% | 19.0% |
| Deepest fall (max drawdown) | not computed | −16.8% | −11.0% | −24.2% |
| Assets (AUM) | ₹57 Cr | ₹1.07 lakh Cr | ₹1.46 lakh Cr | ₹76,236 Cr |
| Disclosed history | — | 10 mo | 5.0 yrs | 14 yrs |
| Holdings · top ten weight | none disclosed | 81 · 37% | 116 · 52% | 257 · 16% |
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.