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 | SBI FLEXICAP | Aditya Birla Sun Life Flexi Cap | Nippon India Growth Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and SBI FLEXICAP share 11% of their portfolios | Mirae Asset Midcap and Aditya Birla Sun Life Flexi Cap share 14% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios |
| SBI FLEXICAPFlexi Cap | SBI FLEXICAP and Mirae Asset Midcap share 11% of their portfolios | itself | SBI FLEXICAP and Aditya Birla Sun Life Flexi Cap share 29% of their portfolios | SBI FLEXICAP and Nippon India Growth Mid Cap share 18% of their portfolios | SBI FLEXICAP and SBI MIDCAP share 17% 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 | Aditya Birla Sun Life Flexi Cap and SBI FLEXICAP share 29% of their portfolios | itself | Aditya Birla Sun Life Flexi Cap and Nippon India Growth Mid Cap share 20% of their portfolios | Aditya Birla Sun Life Flexi Cap and SBI MIDCAP share 8% 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 SBI FLEXICAP share 18% of their portfolios | Nippon India Growth Mid Cap and Aditya Birla Sun Life Flexi Cap share 20% of their portfolios | itself | Nippon India Growth Mid Cap and SBI MIDCAP share 26% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios | SBI MIDCAP and SBI FLEXICAP share 17% of their portfolios | SBI MIDCAP and Aditya Birla Sun Life Flexi Cap share 8% of their portfolios | SBI MIDCAP and Nippon India Growth Mid Cap share 26% 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 | SBI FLEXICAP | Aditya Birla Sun Life Flexi Cap | Nippon India Growth Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Flexi Cap | Flexi Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited | Aditya Birla Sun Life AMC Limited | Nippon Life India Asset Management Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 58% of 109 | 58% of 109 | 87% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.03% points | 1.02% points | 0.86% points | 1.09% points |
| Portfolio turned over a year P1 | 89% | 129% | 50% | 52% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Anup Upadhyay · ≥ 3 mo | Dhaval Joshi · ≥ 6 mo | Rupesh Patel · 3.6 yrs | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 9.1% | −2.1% | 7.3% | 7.0% | 3.8% |
| 3 years p.a. | 16.4% | 8.6% | 15.0% | 18.6% | 11.0% |
| 5 years p.a. | 15.8% | 8.2% | 11.6% | 18.0% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −16.0% | −17.0% | −19.9% | −17.9% |
| Assets (AUM) | ₹20,000 Cr | ₹22,888 Cr | ₹27,401 Cr | ₹48,143 Cr | ₹24,349 Cr |
| Disclosed history | 5.1 yrs | 5.8 yrs | 13 yrs | 14 yrs | 5.8 yrs |
| Holdings · top ten weight | 68 · 32% | 71 · 36% | 89 · 28% | 105 · 25% | 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.