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 | SBI DEBT FUND SERIES B - 4 (1111 DAYS) | HDFC Mid Cap | Parag Parikh Flexi Cap | Nippon India Multi Cap |
|---|---|---|---|---|
| SBI DEBT FUND SERIES B - 4 (1111 DAYS)Uncategorised | itself | SBI DEBT FUND SERIES B - 4 (1111 DAYS) and HDFC Mid Cap: no portfolio disclosed for SBI DEBT FUND SERIES B - 4 (1111 DAYS) | SBI DEBT FUND SERIES B - 4 (1111 DAYS) and Parag Parikh Flexi Cap: no portfolio disclosed for SBI DEBT FUND SERIES B - 4 (1111 DAYS) | SBI DEBT FUND SERIES B - 4 (1111 DAYS) and Nippon India Multi Cap: no portfolio disclosed for SBI DEBT FUND SERIES B - 4 (1111 DAYS) |
| HDFC Mid CapMid Cap | HDFC Mid Cap and SBI DEBT FUND SERIES B - 4 (1111 DAYS): no portfolio disclosed for SBI DEBT FUND SERIES B - 4 (1111 DAYS) | itself | HDFC Mid Cap and Parag Parikh Flexi Cap share 1% of their portfolios | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and SBI DEBT FUND SERIES B - 4 (1111 DAYS): no portfolio disclosed for SBI DEBT FUND SERIES B - 4 (1111 DAYS) | Parag Parikh Flexi Cap and HDFC Mid Cap share 1% of their portfolios | itself | Parag Parikh Flexi Cap and Nippon India Multi Cap share 23% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and SBI DEBT FUND SERIES B - 4 (1111 DAYS): no portfolio disclosed for SBI DEBT FUND SERIES B - 4 (1111 DAYS) | Nippon India Multi Cap and HDFC Mid Cap share 13% of their portfolios | Nippon India Multi Cap and Parag Parikh Flexi Cap share 23% of their portfolios | itself |
Closest pair: Parag Parikh Flexi Cap Fund and Nippon India Multi Cap Fund share 23% 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.
SBI DEBT FUND SERIES B - 4 (1111 DAYS) 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 | SBI DEBT FUND SERIES B - 4 (1111 DAYS) | HDFC Mid Cap | Parag Parikh Flexi Cap | Nippon India Multi Cap |
|---|---|---|---|---|
| Category | Uncategorised | Mid Cap | Flexi Cap | Multi 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 | 50% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.37% points | 0.92% points | 0.84% points | 0.84% points |
| Portfolio turned over a year P1 | not measured | 38% | 29% | 66% |
| Run by P7 | not known | not known | Rajeev Thakkar · 13 yrs | Sailesh Raj Bhan · 21 yrs |
| 1-year return | 7.0% | 6.6% | −5.1% | −1.4% |
| 3 years p.a. | 8.5% | 17.6% | 12.8% | 13.5% |
| 5 years p.a. | — | 18.9% | 11.5% | 16.4% |
| Deepest fall (max drawdown) | not computed | −16.8% | −11.0% | −18.6% |
| Assets (AUM) | ₹61 Cr | ₹1.07 lakh Cr | ₹1.46 lakh Cr | ₹53,760 Cr |
| Disclosed history | — | 10 mo | 5.0 yrs | 14 yrs |
| Holdings · top ten weight | none disclosed | 81 · 37% | 116 · 52% | 123 · 29% |
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.