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.
Overlap
share of the portfolio the two funds hold in common
| HSBC Midcap | Nippon India Growth Mid Cap | |
|---|---|---|
| HSBC Midcap | itself | 24% |
| Nippon India Growth Mid Cap | 24% | itself |
Most alike: HSBC Midcap Fund and Nippon India Growth Mid Cap Fund share 24% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | HSBC Midcap | Nippon India Growth Mid Cap |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Share of three-year stretches it beat its category P4 | 100% of 11 | 87% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.31% | 0.86% |
| Portfolio turned over a year P1 | 170% | 52% |
| Run by P7 | Cheenu Gupta · 3.8 yrs | Rupesh Patel · 3.6 yrs |
| 1-year return | 19.4% | 7.0% |
| 3 years p.a. | 24.8% | 18.6% |
| 5 years p.a. | — | 18.0% |
| Deepest fall (max drawdown) | −26.0% | −19.9% |
| Assets (AUM) | ₹17,188 Cr | ₹48,143 Cr |
| Disclosed history | 3.8 yrs | 14 yrs |
| Holdings · top ten weight | 77 · 37% | 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.