Mid Cap Mutual Fund Overlap
Overlap Score: 46%
Mid Cap funds in India show an average overlap of 46%. Mid cap funds often share industrial and financial names across portfolios.
Key Takeaways
- •Compare funds within the same category before adding a second scheme.
- •Lower overlap pairs can improve diversification without reducing equity exposure.
- •Use stock-level overlap pages for concentration checks.
Lowest Overlap Pairs
- Motilal Oswal Midcap vs Kotak Emerging Equity — 34%
- HDFC Mid Cap vs Axis Midcap — 39%
FAQ
Are all Mid Cap funds similar?
No. Overlap varies by manager style, market cap mix, and sector allocation.