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.
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 | Nippon India Large Cap | HDFC Large Cap | Mirae Asset Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Nippon India Large Cap share 11% of their portfolios | Mirae Asset Midcap and HDFC Large Cap share 11% of their portfolios | Mirae Asset Midcap and Mirae Asset Large Cap share 10% of their portfolios | Mirae Asset Midcap and Nippon India Growth Mid Cap share 31% of their portfolios |
| Nippon India Large CapLarge Cap | Nippon India Large Cap and Mirae Asset Midcap share 11% of their portfolios | itself | Nippon India Large Cap and HDFC Large Cap share 42% of their portfolios | Nippon India Large Cap and Mirae Asset Large Cap share 59% of their portfolios | Nippon India Large Cap and Nippon India Growth Mid Cap share 19% of their portfolios |
| HDFC Large CapLarge Cap | HDFC Large Cap and Mirae Asset Midcap share 11% of their portfolios | HDFC Large Cap and Nippon India Large Cap share 42% of their portfolios | itself | HDFC Large Cap and Mirae Asset Large Cap share 49% of their portfolios | HDFC Large Cap and Nippon India Growth Mid Cap share 12% of their portfolios |
| Mirae Asset Large CapLarge Cap | Mirae Asset Large Cap and Mirae Asset Midcap share 10% of their portfolios | Mirae Asset Large Cap and Nippon India Large Cap share 59% of their portfolios | Mirae Asset Large Cap and HDFC Large Cap share 49% of their portfolios | itself | Mirae Asset Large Cap and Nippon India Growth Mid Cap share 14% 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 Nippon India Large Cap share 19% of their portfolios | Nippon India Growth Mid Cap and HDFC Large Cap share 12% of their portfolios | Nippon India Growth Mid Cap and Mirae Asset Large Cap share 14% of their portfolios | itself |
Closest pair: Nippon India Large Cap Fund and Mirae Asset Large Cap Fund share 59% of their portfolios. Holding both is closer to holding one twice than to diversifying.
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 | Nippon India Large Cap | HDFC Large Cap | Mirae Asset Large Cap | Nippon India Growth Mid Cap |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Large Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited | HDFC Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | Nippon Life India Asset Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 73% of 109 | 51% of 109 | 64% of 109 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.01% points | 0.70% points | 1.06% points | 0.86% points |
| Portfolio turned over a year P1 | 89% | 57% | 45% | 53% | 52% |
| Run by P7 | Ankit Jain · 7.2 yrs | Sailesh Raj Bhan · 19 yrs | not known | Gaurav Misra · 7.7 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 9.1% | −4.7% | −3.2% | −3.3% | 7.0% |
| 3 years p.a. | 16.4% | 11.1% | 9.1% | 8.6% | 18.6% |
| 5 years p.a. | 15.8% | 12.8% | 10.6% | 7.8% | 18.0% |
| Deepest fall (max drawdown) | −22.5% | −15.4% | −16.4% | −15.8% | −19.9% |
| Assets (AUM) | ₹20,000 Cr | ₹52,344 Cr | ₹40,166 Cr | ₹38,599 Cr | ₹48,143 Cr |
| Disclosed history | 5.1 yrs | 13 yrs | 1.8 yrs | 5.1 yrs | 14 yrs |
| Holdings · top ten weight | 68 · 32% | 69 · 45% | 50 · 53% | 76 · 48% | 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.