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 | ICICI Prudential Multi Cap | SBI MultiCap | Axis Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and ICICI Prudential Multi Cap share 16% of their portfolios | Mirae Asset Midcap and SBI MultiCap share 10% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios |
| ICICI Prudential Multi CapMulti Cap | ICICI Prudential Multi Cap and Mirae Asset Midcap share 16% of their portfolios | itself | ICICI Prudential Multi Cap and SBI MultiCap share 15% of their portfolios | ICICI Prudential Multi Cap and Axis Midcap share 24% of their portfolios | ICICI Prudential Multi Cap and SBI MIDCAP share 12% of their portfolios |
| SBI MultiCapMulti Cap | SBI MultiCap and Mirae Asset Midcap share 10% of their portfolios | SBI MultiCap and ICICI Prudential Multi Cap share 15% of their portfolios | itself | SBI MultiCap and Axis Midcap share 20% of their portfolios | SBI MultiCap and SBI MIDCAP share 16% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and ICICI Prudential Multi Cap share 24% of their portfolios | Axis Midcap and SBI MultiCap share 20% of their portfolios | itself | Axis Midcap and SBI MIDCAP share 24% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios | SBI MIDCAP and ICICI Prudential Multi Cap share 12% of their portfolios | SBI MIDCAP and SBI MultiCap share 16% of their portfolios | SBI MIDCAP and Axis Midcap share 24% 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 | ICICI Prudential Multi Cap | SBI MultiCap | Axis Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | ICICI Prudential Asset Management Company Limited | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 49% of 109 | 0% of 19 | 44% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.03% points | 1.00% points | 1.36% points | 1.09% points |
| Portfolio turned over a year P1 | 89% | 108% | 85% | 80% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Lalit Kumar · 1.1 yrs | Bectors Food · ≥ 3 mo | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 9.1% | 6.8% | −0.6% | 6.9% | 3.8% |
| 3 years p.a. | 16.4% | 15.9% | 13.3% | 17.1% | 11.0% |
| 5 years p.a. | 15.8% | 15.0% | — | 13.5% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −17.3% | −15.1% | −19.5% | −17.9% |
| Assets (AUM) | ₹20,000 Cr | ₹19,305 Cr | ₹24,138 Cr | ₹32,454 Cr | ₹24,349 Cr |
| Disclosed history | 5.1 yrs | 11 yrs | 3.7 yrs | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 68 · 32% | 167 · 24% | 72 · 30% | 91 · 30% | 64 · 28% |
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.