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 | Canara Robeco Large Cap | Mirae Asset Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and Canara Robeco Large Cap share 8% of their portfolios | Mirae Asset Midcap and Mirae Asset Large Cap share 10% of their portfolios | Mirae Asset Midcap and HDFC Mid Cap share 21% of their portfolios | Mirae Asset Midcap and SBI MIDCAP share 22% of their portfolios |
| Canara Robeco Large CapLarge Cap | Canara Robeco Large Cap and Mirae Asset Midcap share 8% of their portfolios | itself | Canara Robeco Large Cap and Mirae Asset Large Cap share 65% of their portfolios | Canara Robeco Large Cap and HDFC Mid Cap share 6% of their portfolios | Canara Robeco Large Cap and SBI MIDCAP share 1% 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 Canara Robeco Large Cap share 65% of their portfolios | itself | Mirae Asset Large Cap and HDFC Mid Cap share 8% of their portfolios | Mirae Asset Large Cap and SBI MIDCAP share 5% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios | HDFC Mid Cap and Canara Robeco Large Cap share 6% of their portfolios | HDFC Mid Cap and Mirae Asset Large Cap share 8% of their portfolios | itself | HDFC Mid Cap and SBI MIDCAP share 13% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Mirae Asset Midcap share 22% of their portfolios | SBI MIDCAP and Canara Robeco Large Cap share 1% of their portfolios | SBI MIDCAP and Mirae Asset Large Cap share 5% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself |
Closest pair: Canara Robeco Large Cap Fund and Mirae Asset Large Cap Fund share 65% 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 | Canara Robeco Large Cap | Mirae Asset Large Cap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Large Cap | Large Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | Canara Robeco Asset Management Company Limited | Mirae Asset Investment Managers (India) Pvt. Ltd | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 72% of 109 | 64% of 109 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.38% points | 1.06% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | 89% | 40% | 53% | 38% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Shridatta Bhandwaldar · ≥ 1.1 yrs | Gaurav Misra · 7.7 yrs | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 9.1% | −4.0% | −3.3% | 6.6% | 3.8% |
| 3 years p.a. | 16.4% | 10.4% | 8.6% | 17.6% | 11.0% |
| 5 years p.a. | 15.8% | 9.0% | 7.8% | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −14.8% | −15.8% | −16.8% | −17.9% |
| Assets (AUM) | ₹20,000 Cr | ₹17,092 Cr | ₹38,599 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | 5.1 yrs | 4.8 yrs | 5.1 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 68 · 32% | 63 · 47% | 76 · 48% | 81 · 37% | 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.