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.
5 of 6 chosen
Add another Multi Cap fund — overlap says most about funds of one kind:
Overlap
share of the portfolio the two funds hold in common
| each fundagainst each other | Mahindra Manulife Multi Cap | Nippon India Growth Mid Cap | Nippon India Multi Cap | Axis Multicap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Mahindra Manulife Multi CapMulti Cap | itself | Mahindra Manulife Multi Cap and Nippon India Growth Mid Cap share 15% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | Mahindra Manulife Multi Cap and HDFC Multi Cap share 21% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Mahindra Manulife Multi Cap share 15% of their portfolios | itself | Nippon India Growth Mid Cap and Nippon India Multi Cap share 31% of their portfolios | Nippon India Growth Mid Cap and Axis Multicap share 26% of their portfolios | Nippon India Growth Mid Cap and HDFC Multi Cap share 28% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios | Nippon India Multi Cap and Nippon India Growth Mid Cap share 31% of their portfolios | itself | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios | Nippon India Multi Cap and HDFC Multi Cap share 36% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios | Axis Multicap and Nippon India Growth Mid Cap share 26% of their portfolios | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | itself | Axis Multicap and HDFC Multi Cap share 34% of their portfolios |
| HDFC Multi CapMulti Cap | HDFC Multi Cap and Mahindra Manulife Multi Cap share 21% of their portfolios | HDFC Multi Cap and Nippon India Growth Mid Cap share 28% of their portfolios | HDFC Multi Cap and Nippon India Multi Cap share 36% of their portfolios | HDFC Multi Cap and Axis Multicap share 34% of their portfolios | itself |
Closest pair: Nippon India Multi Cap Fund and HDFC Multi Cap Fund share 36% 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.
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 | Mahindra Manulife Multi Cap | Nippon India Growth Mid Cap | Nippon India Multi Cap | Axis Multicap | HDFC Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Mid Cap | Multi Cap | Multi Cap | Multi Cap |
| Fund house | Mahindra Manulife Investment Management Pvt Ltd | Nippon Life India Asset Management Limited | Nippon Life India Asset Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited |
| Share of three-year stretches it beat its category P4 | 99% of 77 | 87% of 109 | 50% of 109 | 100% of 22 | 73% of 22 |
| Regular plan costs more than Direct by, a year P5 | 2.04% points | 0.86% points | 0.84% points | 1.45% points | 1.30% points |
| Portfolio turned over a year P1 | 151% | 52% | 66% | 96% | 79% |
| Run by P7 | Vishal Jajoo · 10 mo | Rupesh Patel · 3.6 yrs | Sailesh Raj Bhan · 21 yrs | not known | not known |
| 1-year return | 12.5% | 7.0% | −1.4% | 9.8% | −2.2% |
| 3 years p.a. | 17.9% | 18.6% | 13.5% | 20.0% | 12.0% |
| 5 years p.a. | 16.0% | 18.0% | 16.4% | — | — |
| Deepest fall (max drawdown) | −20.2% | −19.9% | −18.6% | −18.1% | −20.2% |
| Assets (AUM) | ₹7,471 Cr | ₹48,143 Cr | ₹53,760 Cr | ₹9,775 Cr | ₹20,765 Cr |
| Disclosed history | 9.4 yrs | 14 yrs | 14 yrs | 5.2 yrs | 2.4 yrs |
| Holdings · top ten weight | 73 · 38% | 105 · 25% | 123 · 29% | 114 · 23% | 127 · 23% |
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.