Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures. All 6,937 schemes are searchable — by scheme name, by fund house, or by the category you know them as.
2 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 | HDFC MF MIP STP | Nippon India Multi Cap |
|---|---|---|
| HDFC MF MIP STPUncategorised | itself | HDFC MF MIP STP and Nippon India Multi Cap: no portfolio disclosed for HDFC MF MIP STP |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and HDFC MF MIP STP: no portfolio disclosed for HDFC MF MIP STP | itself |
HDFC MF MIP STP has no portfolio on file, so its row is blank rather than zero — that is an absence in our data, not a finding about the fund.
Side by side
record, cost, returns, drawdown, size
| Measure | HDFC MF MIP STP | Nippon India Multi Cap |
|---|---|---|
| Category | Uncategorised | Multi Cap |
| Fund house | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | not measured | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.84% points |
| Portfolio turned over a year P1 | not measured | 66% |
| Run by P7 | not known | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 2.7% | −1.4% |
| 3 years p.a. | 7.5% | 13.5% |
| 5 years p.a. | — | 16.4% |
| Deepest fall (max drawdown) | not computed | −18.6% |
| Assets (AUM) | ₹7 Cr | ₹53,760 Cr |
| Disclosed history | — | 14 yrs |
| Holdings · top ten weight | none disclosed | 123 · 29% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.