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 Multi 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 | Axis Multicap | Nippon India Multi Cap | SBI MIDCAP | Quant Multi Cap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Axis MulticapMulti Cap | itself | Axis Multicap and Nippon India Multi Cap share 32% of their portfolios | Axis Multicap and SBI MIDCAP share 12% of their portfolios | Axis Multicap and Quant Multi Cap share 10% of their portfolios | Axis Multicap and Mahindra Manulife Multi Cap share 25% of their portfolios |
| Nippon India Multi CapMulti Cap | Nippon India Multi Cap and Axis Multicap share 32% of their portfolios | itself | Nippon India Multi Cap and SBI MIDCAP share 9% of their portfolios | Nippon India Multi Cap and Quant Multi Cap share 7% of their portfolios | Nippon India Multi Cap and Mahindra Manulife Multi Cap share 17% of their portfolios |
| SBI MIDCAPMid Cap | SBI MIDCAP and Axis Multicap share 12% of their portfolios | SBI MIDCAP and Nippon India Multi Cap share 9% of their portfolios | itself | SBI MIDCAP and Quant Multi Cap share 8% of their portfolios | SBI MIDCAP and Mahindra Manulife Multi Cap share 10% of their portfolios |
| Quant Multi CapMulti Cap | Quant Multi Cap and Axis Multicap share 10% of their portfolios | Quant Multi Cap and Nippon India Multi Cap share 7% of their portfolios | Quant Multi Cap and SBI MIDCAP share 8% of their portfolios | itself | Quant Multi Cap and Mahindra Manulife Multi Cap share 11% of their portfolios |
| Mahindra Manulife Multi CapMulti Cap | Mahindra Manulife Multi Cap and Axis Multicap share 25% of their portfolios | Mahindra Manulife Multi Cap and Nippon India Multi Cap share 17% of their portfolios | Mahindra Manulife Multi Cap and SBI MIDCAP share 10% of their portfolios | Mahindra Manulife Multi Cap and Quant Multi Cap share 11% of their portfolios | itself |
Closest pair: Axis Multicap Fund and Nippon India Multi Cap Fund share 32% 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 | Axis Multicap | Nippon India Multi Cap | SBI MIDCAP | Quant Multi Cap | Mahindra Manulife Multi Cap |
|---|---|---|---|---|---|
| Category | Multi Cap | Multi Cap | Mid Cap | Multi Cap | Multi Cap |
| Fund house | Axis Asset Management Co. Ltd. | Nippon Life India Asset Management Limited | SBI Funds Management Limited | quant Money Managers Limited | Mahindra Manulife Investment Management Pvt Ltd |
| Share of three-year stretches it beat its category P4 | 100% of 22 | 50% of 109 | 38% of 109 | 73% of 109 | 99% of 77 |
| Regular plan costs more than Direct by, a year P5 | 1.45% points | 0.84% points | 1.09% points | 0.93% points | 2.04% points |
| Portfolio turned over a year P1 | 96% | 66% | 80% | 88% | 151% |
| Run by P7 | not known | Sailesh Raj Bhan · 21 yrs | Bhavin Vithlani · ≥ 3 mo | Ankit Pande · ≥ 2.5 yrs | Vishal Jajoo · 10 mo |
| 1-year return | 9.8% | −1.4% | 3.8% | 4.9% | 12.5% |
| 3 years p.a. | 20.0% | 13.5% | 11.0% | 10.5% | 17.9% |
| 5 years p.a. | — | 16.4% | 13.5% | 11.7% | 16.0% |
| Deepest fall (max drawdown) | −18.1% | −18.6% | −17.9% | −25.3% | −20.2% |
| Assets (AUM) | ₹9,775 Cr | ₹53,760 Cr | ₹24,349 Cr | ₹7,717 Cr | ₹7,471 Cr |
| Disclosed history | 5.2 yrs | 14 yrs | 5.8 yrs | 6.9 yrs | 9.4 yrs |
| Holdings · top ten weight | 114 · 23% | 123 · 29% | 64 · 28% | 74 · 53% | 73 · 38% |
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.