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 MultiCap | Axis Multicap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Mirae Asset MidcapMid Cap | itself | Mirae Asset Midcap and SBI MultiCap share 10% of their portfolios | Mirae Asset Midcap and Axis Multicap share 16% 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 |
| SBI MultiCapMulti Cap | SBI MultiCap and Mirae Asset Midcap share 10% of their portfolios | itself | SBI MultiCap and Axis Multicap share 24% of their portfolios | SBI MultiCap and HDFC Mid Cap share 9% of their portfolios | SBI MultiCap and SBI MIDCAP share 16% of their portfolios |
| Axis MulticapMulti Cap | Axis Multicap and Mirae Asset Midcap share 16% of their portfolios | Axis Multicap and SBI MultiCap share 24% of their portfolios | itself | Axis Multicap and HDFC Mid Cap share 16% of their portfolios | Axis Multicap and SBI MIDCAP share 12% of their portfolios |
| HDFC Mid CapMid Cap | HDFC Mid Cap and Mirae Asset Midcap share 21% of their portfolios | HDFC Mid Cap and SBI MultiCap share 9% of their portfolios | HDFC Mid Cap and Axis Multicap share 16% 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 SBI MultiCap share 16% of their portfolios | SBI MIDCAP and Axis Multicap share 12% of their portfolios | SBI MIDCAP and HDFC Mid Cap share 13% of their portfolios | itself |
Closest pair: SBI MultiCap Fund and Axis Multicap Fund share 24% 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 MultiCap | Axis Multicap | HDFC Mid Cap | SBI MIDCAP |
|---|---|---|---|---|---|
| Category | Mid Cap | Multi Cap | Multi Cap | Mid Cap | Mid Cap |
| Fund house | Mirae Asset Investment Managers (India) Pvt. Ltd | SBI Funds Management Limited | Axis Asset Management Co. Ltd. | HDFC Asset Management Company Limited | SBI Funds Management Limited |
| Share of three-year stretches it beat its category P4 | 41% of 51 | 0% of 19 | 100% of 22 | 66% of 109 | 38% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.55% points | 1.00% points | 1.45% points | 0.92% points | 1.09% points |
| Portfolio turned over a year P1 | 89% | 85% | 96% | 38% | 80% |
| Run by P7 | Ankit Jain · 7.2 yrs | Bectors Food · ≥ 3 mo | not known | not known | Bhavin Vithlani · ≥ 3 mo |
| 1-year return | 9.1% | −0.6% | 9.8% | 6.6% | 3.8% |
| 3 years p.a. | 16.4% | 13.3% | 20.0% | 17.6% | 11.0% |
| 5 years p.a. | 15.8% | — | — | 18.9% | 13.5% |
| Deepest fall (max drawdown) | −22.5% | −15.1% | −18.1% | −16.8% | −17.9% |
| Assets (AUM) | ₹20,000 Cr | ₹24,138 Cr | ₹9,775 Cr | ₹1.07 lakh Cr | ₹24,349 Cr |
| Disclosed history | 5.1 yrs | 3.7 yrs | 5.2 yrs | 10 mo | 5.8 yrs |
| Holdings · top ten weight | 68 · 32% | 72 · 30% | 114 · 23% | 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.