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.
4 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 Multi Cap | SBI MultiCap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Quant Multi Cap share 1% of their portfolios | Mirae Asset Midcap and SBI MultiCap share 10% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Mirae Asset Midcap share 1% of their portfolios | itself | Quant Multi Cap and SBI MultiCap share 13% of their portfolios | Quant Multi Cap and Nippon India Growth Mid Cap share 4% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Mirae Asset Midcap share 10% of their portfolios | SBI MultiCap and Quant Multi Cap share 13% of their portfolios | itself | SBI MultiCap and Nippon India Growth Mid Cap share 15% of their portfolios |
| Nippon India Growth Mid CapMid Cap | Nippon India Growth Mid Cap and Mirae Asset Midcap share 31% of their portfolios | Nippon India Growth Mid Cap and Quant Multi Cap share 4% of their portfolios | Nippon India Growth Mid Cap and SBI MultiCap share 15% of their portfolios | itself |
Closest pair: Mirae Asset Midcap Fund and Nippon India Growth Mid Cap Fund share 31% 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 Multi Cap | SBI MultiCap | Nippon India Growth Mid Cap |
|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | quant Money Managers Limited | SBI Funds Management Limited | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 73% of 109 | 0% of 19 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 0.93% points | 1.00% points | 0.86% points |
| Portfolio turned over a year P1 | 89% | 88% | 85% | 52% |
| Run by P7 | Ankit Jain · 7.2 yrs | Ankit Pande · ≥ 2.5 yrs | Bectors Food · ≥ 3 mo | Rupesh Patel · 3.6 yrs |
| 1-year return | 9.1% | 4.9% | −0.6% | 7.0% |
| 3 years p.a. | 16.4% | 10.5% | 13.3% | 18.6% |
| 5 years p.a. | 15.8% | 11.7% | — | 18.0% |
| Deepest fall (max drawdown) | −22.5% | −25.3% | −15.1% | −19.9% |
| Assets (AUM) | ₹20,000 Cr | ₹7,717 Cr | ₹24,138 Cr | ₹48,143 Cr |
| Disclosed history | 5.1 yrs | 6.9 yrs | 3.7 yrs | 14 yrs |
| Holdings · top ten weight | 68 · 32% | 74 · 53% | 72 · 30% | 105 · 25% |
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.