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.
4 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 SMALL CAP | Quant Small Cap | Axis Midcap |
|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and SBI SMALL CAP share 0% of their portfolios | Mirae Asset Midcap and Quant Small Cap share 0% of their portfolios | Mirae Asset Midcap and Axis Midcap share 25% of their portfolios |
| SBI SMALL CAPSmall Cap | SBI SMALL CAP and Mirae Asset Midcap share 0% of their portfolios | itself | SBI SMALL CAP and Quant Small Cap share 3% of their portfolios | SBI SMALL CAP and Axis Midcap share 4% of their portfolios |
| Quant Small CapSmall Cap | Quant Small Cap and Mirae Asset Midcap share 0% of their portfolios | Quant Small Cap and SBI SMALL CAP share 3% of their portfolios | itself | Quant Small Cap and Axis Midcap share 6% of their portfolios |
| Axis MidcapMid Cap | Axis Midcap and Mirae Asset Midcap share 25% of their portfolios | Axis Midcap and SBI SMALL CAP share 4% of their portfolios | Axis Midcap and Quant Small Cap share 6% 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 | SBI SMALL CAP | Quant Small Cap | Axis Midcap |
|---|---|---|---|---|
| Category | Mid Cap | Small Cap | Small Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited | quant Money Managers Limited | Axis Asset Management Co. Ltd. |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 49% of 109 | 69% of 109 | 44% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.31% points | 0.84% points | 1.36% points |
| Portfolio turned over a year P1 | 89% | 54% | 75% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | R Srinivasan · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs | not known |
| 1-year return | 9.1% | 6.6% | 12.7% | 6.9% |
| 3 years p.a. | 16.4% | 12.3% | 18.5% | 17.1% |
| 5 years p.a. | 15.8% | 14.2% | 19.2% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −22.4% | −24.4% | −19.5% |
| Assets (AUM) | ₹20,000 Cr | ₹39,942 Cr | ₹34,069 Cr | ₹32,454 Cr |
| Disclosed history | 5.1 yrs | 5.8 yrs | 7.5 yrs | 5.9 yrs |
| Holdings · top ten weight | 68 · 32% | 73 · 37% | 120 · 43% | 91 · 30% |
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.