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 | Sundaram Value Fund Series I Direct Growth | HDFC Mid Cap |
|---|---|---|
| Sundaram Value Fund Series I Direct GrowthUncategorised | itself | Sundaram Value Fund Series I Direct Growth and HDFC Mid Cap: no portfolio disclosed for Sundaram Value Fund Series I Direct Growth |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Sundaram Value Fund Series I Direct Growth: no portfolio disclosed for Sundaram Value Fund Series I Direct Growth | itself |
Sundaram Value Fund Series I Direct Growth 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 | Sundaram Value Fund Series I Direct Growth | HDFC Mid Cap |
|---|---|---|
| Category | Uncategorised | Mid Cap |
| Fund house | Sundaram Asset Management Company Ltd | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | not measured | 66% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.92% points |
| Portfolio turned over a year P1 | not measured | 38% |
| Run by P7 | not known | not known |
| 1-year return | 55.7% | 6.6% |
| 3 years p.a. | — | 17.6% |
| 5 years p.a. | — | 18.9% |
| Deepest fall (max drawdown) | not computed | −16.8% |
| Assets (AUM) | ₹0 Cr | ₹1.07 lakh Cr |
| Disclosed history | — | 10 mo |
| Holdings · top ten weight | none disclosed | 81 · 37% |
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.