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 | Sundaram Fixed Term Plan GY Regular Plan growth | HDFC Mid Cap | Nippon India Multi Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|
| Sundaram Fixed Term Plan GY Regular Plan growthUncategorised | itself | Sundaram Fixed Term Plan GY Regular Plan growth and HDFC Mid Cap: no portfolio disclosed for Sundaram Fixed Term Plan GY Regular Plan growth | Sundaram Fixed Term Plan GY Regular Plan growth and Nippon India Multi Cap: no portfolio disclosed for Sundaram Fixed Term Plan GY Regular Plan growth | Sundaram Fixed Term Plan GY Regular Plan growth and Parag Parikh Flexi Cap: no portfolio disclosed for Sundaram Fixed Term Plan GY Regular Plan growth |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Sundaram Fixed Term Plan GY Regular Plan growth: no portfolio disclosed for Sundaram Fixed Term Plan GY Regular Plan growth | itself | HDFC Mid Cap and Nippon India Multi Cap share 13% of their portfolios | HDFC Mid Cap and Parag Parikh Flexi Cap share 1% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Sundaram Fixed Term Plan GY Regular Plan growth: no portfolio disclosed for Sundaram Fixed Term Plan GY Regular Plan growth | Nippon India Multi Cap and HDFC Mid Cap share 13% of their portfolios | itself | Nippon India Multi Cap and Parag Parikh Flexi Cap share 23% of their portfolios |
| Parag Parikh Flexi CapFlexi Cap | Parag Parikh Flexi Cap and Sundaram Fixed Term Plan GY Regular Plan growth: no portfolio disclosed for Sundaram Fixed Term Plan GY Regular Plan growth | Parag Parikh Flexi Cap and HDFC Mid Cap share 1% of their portfolios | Parag Parikh Flexi Cap and Nippon India Multi Cap share 23% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and Parag Parikh Flexi 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.
Sundaram Fixed Term Plan GY Regular Plan growth 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 | Sundaram Fixed Term Plan GY Regular Plan growth | HDFC Mid Cap | Nippon India Multi Cap | Parag Parikh Flexi Cap |
|---|---|---|---|---|
| Category | Uncategorised | Mid Cap | Multi Cap | Flexi Cap |
| Fund house | Sundaram Asset Management Company Ltd | HDFC Asset Management Company Limited | Nippon Life India Asset Management Limited | PPFAS Asset Management Pvt. Ltd. |
| Share of three-year stretches it beat its category P4 | not measured | 66% of 109 | 50% of 109 | 91% of 109 |
| Regular plan costs more than Direct by, a year P5 | not measured | 0.92% points | 0.84% points | 0.84% points |
| Portfolio turned over a year P1 | not measured | 38% | 66% | 29% |
| Run by P7 | not known | not known | Sailesh Raj Bhan · 21 yrs | Rajeev Thakkar · 13 yrs |
| 1-year return | 6.5% | 6.6% | −1.4% | −5.1% |
| 3 years p.a. | 7.9% | 17.6% | 13.5% | 12.8% |
| 5 years p.a. | — | 18.9% | 16.4% | 11.5% |
| Deepest fall (max drawdown) | not computed | −16.8% | −18.6% | −11.0% |
| Assets (AUM) | ₹0 Cr | ₹1.07 lakh Cr | ₹53,760 Cr | ₹1.46 lakh Cr |
| Disclosed history | — | 10 mo | 14 yrs | 5.0 yrs |
| Holdings · top ten weight | none disclosed | 81 · 37% | 123 · 29% | 116 · 52% |
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.