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.
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Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividend | Nippon India Multi Cap |
|---|---|---|
| Sundaram Hybrid Fund Series M Direct Plan half Yearly DividendUncategorised | itself | Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividend and Nippon India Multi Cap: no portfolio disclosed for Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividend |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividend: no portfolio disclosed for Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividend | itself |
Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividend 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 Hybrid Fund Series M Direct Plan half Yearly Dividend | Nippon India Multi Cap |
|---|---|---|
| Category | Uncategorised | Multi Cap |
| Fund house | Sundaram Asset Management Company Ltd | 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 | −0.5% | −1.4% |
| 3 years p.a. | 2.6% | 13.5% |
| 5 years p.a. | — | 16.4% |
| Deepest fall (max drawdown) | not computed | −18.6% |
| Assets (AUM) | ₹0 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.