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 | Aditya Birla Sun Life Flexi Cap | ICICI Prudential Flexi Cap | Axis Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Aditya Birla Sun Life Flexi Cap share 14% of their portfolios | Mirae Asset Midcap and ICICI Prudential Flexi Cap share 6% 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 |
| Aditya Birla Sun Life Flexi CapFlexi Cap | Aditya Birla Sun Life Flexi Cap and Mirae Asset Midcap share 14% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and ICICI Prudential Flexi Cap share 33% of their portfolios | Aditya Birla Sun Life Flexi Cap and Axis Midcap share 23% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% of their portfolios |
| ICICI Prudential Flexi CapFlexi Cap | ICICI Prudential Flexi Cap and Mirae Asset Midcap share 6% of their portfolios | ICICI Prudential Flexi Cap and Aditya Birla Sun Life Flexi Cap share 33% of their portfolios | itself | ICICI Prudential Flexi Cap and Axis Midcap share 16% of their portfolios | ICICI Prudential Flexi Cap and SBI MIDCAP share 2% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and Aditya Birla Sun Life Flexi Cap share 23% of their portfolios | Axis Midcap and ICICI Prudential Flexi Cap share 16% 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 Aditya Birla Sun Life Flexi Cap share 8% of their portfolios | SBI MIDCAP and ICICI Prudential Flexi Cap share 2% of their portfolios | SBI MIDCAP and Axis Midcap share 24% of their portfolios | itself |
Closest pair: Aditya Birla Sun Life Flexi Cap Fund and ICICI Prudential Flexi Cap fund share 33% 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 | Aditya Birla Sun Life Flexi Cap | ICICI Prudential Flexi Cap | Axis Midcap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Aditya Birla Sun Life AMC Limited | ICICI Prudential Asset Management Company Limited | Axis Asset Management Co. Ltd. | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 58% of 109 | 96% of 27 | 44% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.02% points | 1.28% points | 1.36% points | 1.09% points |
| Portfolio turned over a year P1 | 89% | 50% | 52% | 80% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Dhaval Joshi · ≥ 6 mo | Rajat Chandak · 5.2 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 9.1% | 7.3% | 3.8% | 6.9% | 3.8% |
| 3 years p.a. | 16.4% | 15.0% | 16.2% | 17.1% | 11.0% |
| 5 years p.a. | 15.8% | 11.6% | 15.0% | 13.5% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −17.0% | −19.7% | −19.5% | −17.9% |
| Assets (AUM) | ₹20,000 Cr | ₹27,401 Cr | ₹25,256 Cr | ₹32,454 Cr | ₹24,349 Cr |
| Disclosed history | 5.1 yrs | 13 yrs | 5.2 yrs | 5.9 yrs | 5.8 yrs |
| Holdings · top ten weight | 68 · 32% | 89 · 28% | 80 · 45% | 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.