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 Mid 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 | Mirae Asset Midcap | Quant Small Cap | Nippon India Small Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Quant Small Cap share 0% of their portfolios | Mirae Asset Midcap and Nippon India Small Cap share 10% of their portfolios | Mirae Asset Midcap and Motilal Oswal Midcap share 21% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Mirae Asset Midcap share 0% of their portfolios | itself | Quant Small Cap and Nippon India Small Cap share 7% of their portfolios | Quant Small Cap and Motilal Oswal Midcap share 2% of their portfolios | Quant Small Cap and Axis Midcap share 6% of their portfolios |
| Nippon India Small CapSmall Cap | Nippon India Small Cap and Mirae Asset Midcap share 10% of their portfolios | Nippon India Small Cap and Quant Small Cap share 7% of their portfolios | itself | Nippon India Small Cap and Motilal Oswal Midcap share 5% of their portfolios | Nippon India Small Cap and Axis Midcap share 13% of their portfolios |
| Motilal Oswal MidcapMid Cap | Motilal Oswal Midcap and Mirae Asset Midcap share 21% of their portfolios | Motilal Oswal Midcap and Quant Small Cap share 2% of their portfolios | Motilal Oswal Midcap and Nippon India Small Cap share 5% of their portfolios | itself | Motilal Oswal Midcap and Axis Midcap share 20% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and Quant Small Cap share 6% of their portfolios | Axis Midcap and Nippon India Small Cap share 13% of their portfolios | Axis Midcap and Motilal Oswal Midcap share 20% of their portfolios | itself |
Closest pair: Mirae Asset Midcap Fund and Axis Midcap Fund share 25% 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 | Mirae Asset Midcap | Quant Small Cap | Nippon India Small Cap | Motilal Oswal Midcap | Axis Midcap |
|---|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | quant Money Managers Limited | Nippon Life India Asset Management Limited | Motilal Oswal Asset Management Company Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 69% of 109 | 90% of 109 | 54% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 0.84% points | 1.10% points | 1.37% points | 1.36% points |
| Portfolio turned over a year P1 | 89% | 75% | 68% | 92% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Ankit Pande · ≥ 2.5 yrs | Samir Rachh · 9.6 yrs | Rakesh Shetty · 3.8 yrs | not known |
| 1-year return | 9.1% | 12.7% | 8.9% | −0.5% | 6.9% |
| 3 years p.a. | 16.4% | 18.5% | 16.1% | 19.5% | 17.1% |
| 5 years p.a. | 15.8% | 19.2% | 19.0% | 21.1% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −24.4% | −24.2% | −28.9% | −19.5% |
| Assets (AUM) | ₹20,000 Cr | ₹34,069 Cr | ₹76,236 Cr | ₹41,706 Cr | ₹32,454 Cr |
| Disclosed history | 5.1 yrs | 7.5 yrs | 14 yrs | 4.0 yrs | 5.9 yrs |
| Holdings · top ten weight | 68 · 32% | 120 · 43% | 257 · 16% | 32 · 54% | 91 · 30% |
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.